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Q2 2026 · read from the 30 June 2026 Call Report · United States · Great Lakes · Ohio, the state note

Third Federal Savings & Loan Association of Cleveland

Cleveland, Ohio · $18.06B in assets · beside the 7 other Ohio banks over $10B

The filing

159.7%
Loans / deposits
8th of 8
0.25%
NPA / loans
1st of 8
0.0%
CRE / loans
1st of 8

Third Federal Savings & Loan Association of Cleveland is the seventh largest of the 8 Ohio banks over $10B, with $18.06B in assets at 30 June 2026. Loans are 159.7% of deposits, the highest in the cohort against a median of 76.8%, and equity is 9.9% of assets, 6th of 8. Loans grew +3.6% in the year, the slowest in the cohort, and deposits fell 2.9%; the cohort's median loan growth is +13.0%.

Noncurrent loans are 0.25% of the book, the lowest in the cohort against a median of 0.85%; 0.14% is 30 to 89 days past due, and the allowance covers them 1.8 times. Commercial real estate is 0.0% of loans, the lowest in the cohort against a median of 12.3%, and 0% of capital, below the 300% screen, with construction at 0% against the 100% screen.

Return on assets is 0.61%, the lowest in the cohort against a median of 1.25%, on an efficiency ratio of 60.7%, 6th of 8. Five years ago it was 0.53%. The question is which of these lines moves first over the next four quarters, and against which peer.

Commercial real estate, share of loansOH banks over $10B · 30 June 2026 · lower is stronger, listed first
median 12.3% TF Third Federal Savings & Loan Association of Cleveland 0.0% US U S Bank National Association 10.1% JC JPMorgan Chase Bank N.A. 10.6% FT Fifth Third Bank N.A. 12.0% KN KeyBank National Association 12.6% HN Huntington National Bank 12.9% FF First Financial Bank 28.4% PN Park National Bank 28.8%
Loans, year over yearOH banks over $10B · 30 June 2026 · no better direction, largest first
median +13.0% FT Fifth Third Bank N.A. +45.8% HN Huntington National Bank +40.9% PN Park National Bank +22.2% FF First Financial Bank +16.6% JC JPMorgan Chase Bank N.A. +9.4% US U S Bank National Association +8.1% KN KeyBank National Association +4.3% TF Third Federal Savings & Loan Association of Cleveland +3.6%

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; owner-occupied excluded; bold marks a screen met
Third FederalRankCohort median
Total CRE against capital, the 300% screen0%1st of 867%
Construction against capital, the 100% screen0%1st of 816%
Construction and land development, share of loans0.0%1st of 82.7%
Non-owner-occupied nonfarm nonresidential, share of loans0.0%1st of 85.2%
Total CRE, the guidance definition, share of loans0.0%1st of 812.3%
CRE growth over 36 months, the third prong-83.6%1st of 8+8.8%
Commercial real estate against capital, the 300% screenOH banks over $10B · 30 June 2026 · lower is stronger, listed first
median 67% TF Third Federal Savings & Loan Association of Cleveland 0% JC JPMorgan Chase Bank N.A. 51% US U S Bank National Association 57% KN KeyBank National Association 67% FT Fifth Third Bank N.A. 68% HN Huntington National Bank 83% FF First Financial Bank 169% PN Park National Bank 197%
CRE growth over 36 months, the guidance's third prongOH banks over $10B · 30 June 2026 · lower is stronger, listed first
median +8.8% TF Third Federal Savings & Loan Association of Cleveland -83.6% KN KeyBank National Association -11.6% US U S Bank National Association +0.3% JC JPMorgan Chase Bank N.A. +8.7% FF First Financial Bank +9.0% HN Huntington National Bank +73.1% PN Park National Bank +84.4% FT Fifth Third Bank N.A. +107.3%

Among its peers

Where it sits among its peersnavy: the stronger half of each column; amber: the weaker; darker at the ends
InstitutionAssetsROAEfficiencyNPA / loansNet charge-offsAllowance / loansLoans / depositsEquity / assets
JPMorgan Chase Bank N.A.$4091.32B1.5%54.5%0.78%0.60%1.7%55.4%8.3%
U S Bank National Association$705.55B1.2%56.1%1.45%0.52%1.8%76.3%9.8%
Fifth Third Bank N.A.$299.18B0.9%68.0%0.84%0.31%1.6%74.5%12.6%
Huntington National Bank$283.07B1.0%61.7%1.06%0.24%1.7%84.2%11.8%
KeyBank National Association$188.56B1.3%54.9%0.86%0.39%1.3%70.6%9.9%
First Financial Bank$22.35B1.5%57.5%0.70%0.27%1.4%77.3%13.4%
Third Federal Savings & Loan Association of Cleveland$18.06B0.6%60.7%0.25%-0.02%0.5%159.7%9.9%
Park National Bank$12.61B1.8%54.7%0.86%0.11%1.1%90.3%12.4%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Third FederalCohort median
20212026Change20212026Change
Loans$12.67B$16.27B+28%$108.07B$145.60B+35%
Deposits$9.30B$10.18B+9%$148.24B$192.80B+30%
NPA / loans0.39%0.25%-0.14 pts0.97%0.85%-0.12 pts
Efficiency66.8%60.7%-6.1 pts59.8%56.8%-3.0 pts
ROA0.53%0.61%+0.07 pts1.39%1.25%-0.14 pts

This read was prepared for Third Federal Savings & Loan Association of Cleveland's board and management from the public record, and is one slice of what Lynx builds for any bank from its own filing: the peer cohort, the capital, liquidity and rate models with the assumptions the institution sets, and a summary report of twenty sections for the board.

The full pack on Third Federal Savings & Loan Association of Cleveland is prepared on request, and thirty days on the institution's own numbers are open to anyone at the bank.

Ask for the pack

Prepared 7 September 2026
Filing 30 June 2026
Cohort OH banks over $10B
Institution www.thirdfederal.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by state and asset band. Computed from the institution's own Call Report and its peers' as published; no estimate, no adjustment; not a rating, not an audited statement and not a supervisory judgement.

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