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BDI
BT

Bessemer Trust Company, National Association

New York, New YorkFDIC Cert #21868

OCCEstablished 19741 branch

Holding company: BESSEMER GROUP INC THERegulator: OCC

FDICCERT + OFFDOM

What's happening here

As of Q1 2026FDICCall Report

Bessemer Trust Company, National Association reported $5.41B in total assets. Deposits grew 19.80% over the prior year.

Return on assets was 2.46%, compared with the official FFIEC UBPR peer median of 1.32%. The leverage ratio was 6.68%.

  • Why is CRE Concentration to Capital below its official FFIEC UBPR peers?
  • Why is Tier 1 Leverage Ratio below its official FFIEC UBPR peers?
  • Why is Return on Assets above its official FFIEC UBPR peers?

Generated offline from verified FDIC facts for the period shown. Bank Data Insights does not rate banks, predict outcomes, or provide advice.

Latest reported quarter

Key metrics

Assets
$5.41B
+8.2%y/y
Percentile by value56th percentileby value
Peer standing in ubpr:primary:3
FDICASSET
Deposits
$4.49B
+19.8%y/y
Percentile by value56th percentileby value
Peer standing in ubpr:primary:3
FDICDEP
Net loans
$954M
+22.1%y/y
Percentile by value3rd percentileby value
Peer standing in ubpr:primary:3
FDICLNLSNET
ROA
2.46%
+8 bpsy/y
Peer standing97th percentile
Peer standing in ubpr:primary:3
FDICNETINC + ROA
Efficiency
79.29%
−364 bpsy/y
Peer standing5th percentile
Peer standing in ubpr:primary:3
FDICNONIX + NIM + NONII + EEFFR
Leverage
6.68%
−189 bpsy/y
Peer standing0th percentile
Peer standing in ubpr:primary:3
FDICRBC1AAJ

Percentiles compare this bank with 236 ffiec ubpr peer group 3 — insured commercial banks having assets between $3 billion and $10 billion.

Side-by-side comparison

Bessemer Trust Company, National Association beside its official FFIEC UBPR peers

The primary option is the peer group FFIEC assigned to this bank. The state option is FFIEC’s supplemental state group. Each pair uses the published FFIEC trimmed average when its formula matches the site registry; otherwise it uses a clearly labeled registry median within the same official membership.

FFIEC + FDICUBPR membership + Call Report metrics
ROA

This bank

2.46%

Registry median

1.32%
ROE

This bank

36.90%

FFIEC trimmed average

12.46%
NIM

This bank

0.67%

Registry median

3.67%
Loans YoY

This bank

+22.09%

FFIEC trimmed average

+7.20%
Leverage

This bank

6.68%

FFIEC trimmed average

10.62%

FFIEC averages are the regulator-published values after excluding the top and bottom 5%. Where the registered metric formula differs from UBPR, the comparison uses the median of reported registry values within the official FFIEC membership and labels it accordingly. Neither basis rates, ranks, or predicts the bank. Missing values remain Not reported.

FDICCall Report

Balance sheet trend

Assets & deposits

Time range
Reporting mode
Assets and deposits by reporting quarter
QuarterAssetsDeposits
Q2 2021$2.63B$2.2B
Q3 2021$3.12B$2.64B
Q4 2021$3.05B$2.59B
Q1 2022$3.54B$3.09B
Q2 2022$2.77B$2.3B
Q3 2022$2.12B$1.6B
Q4 2022$3.24B$2.37B
Q1 2023$3.27B$2.41B
Q2 2023$2.82B$1.92B
Q3 2023$3B$2.06B
Q4 2023$2.71B$1.82B
Q1 2024$2.7B$1.82B
Q2 2024$2.72B$1.8B
Q3 2024$3.33B$2.36B
Q4 2024$3.84B$2.9B
Q1 2025$5B$3.75B
Q2 2025$3.89B$2.95B
Q3 2025$4.38B$3.4B
Q4 2025$6.42B$5.48B
Q1 2026$5.41B$4.49B

Portfolio composition

Loan mix

Chart mode
Time range
Loan categories
Latest reported loan balances by category
CategoryBalance
Owner CRE$0
Investor CRE$0
Multifamily$0
Construction$0
1–4 family$0
C&I$191M
Agriculture$0
Other$764M

FFIEC UBPR comparison

How this bank compares

UnfavorableFavorableDirectional metrics only; neutral metrics use blue.
ROA
FDICNETINC + ROA
97th percentileToggle ROA distribution

Distribution histogram for ROA, with this bank marked when a value is reported.

10th 0.74%Median 1.32%90th 1.92%Observations 236
ROE
FDICNETINC + ROE
98th percentileToggle ROE distribution

Distribution histogram for ROE, with this bank marked when a value is reported.

10th 6.84%Median 12.52%90th 17.99%Observations 236
NIM
FDICNIM + NIMY
0th percentileToggle NIM distribution

Distribution histogram for NIM, with this bank marked when a value is reported.

10th 2.82%Median 3.67%90th 4.51%Observations 236
Efficiency
FDICNONIX + NIM + NONII + EEFFR
5th percentileToggle Efficiency distribution

Distribution histogram for Efficiency, with this bank marked when a value is reported.

10th 42.39%Median 57.00%90th 72.99%Observations 236
Deposits YoY
FDICDEP
89th percentileby valueToggle Deposits YoY distribution

Distribution histogram for Deposits YoY, with this bank marked when a value is reported.

10th −1.73%Median +5.18%90th +19.87%Observations 236
Loans YoY
FDICLNLSNET
90th percentileby valueToggle Loans YoY distribution

Distribution histogram for Loans YoY, with this bank marked when a value is reported.

10th −2.10%Median +6.78%90th +19.98%Observations 236
Noncurrent %
FDICP9ASSET + NAASSET + LNLSGR
2nd percentileToggle Noncurrent % distribution

Distribution histogram for Noncurrent %, with this bank marked when a value is reported.

10th 0.15%Median 0.62%90th 1.72%Observations 236
Leverage
FDICRBC1AAJ
0th percentileToggle Leverage distribution

Distribution histogram for Leverage, with this bank marked when a value is reported.

10th 9.00%Median 10.35%90th 13.08%Observations 236

Well-capitalized threshold (12 CFR 6.4 / 208.43 / 324.403) is shown as a supervisory screening criterion, not a limit or violation.

IB deposit cost
FDICEINTEXP + DEPIDOM
21st percentileToggle IB deposit cost distribution

Distribution histogram for IB deposit cost, with this bank marked when a value is reported.

10th 1.86%Median 2.61%90th 3.59%Observations 236
CRE/capital
FDICLNRENROT + LNREMULT + LNRECONS + RBC
0th percentileby valueToggle CRE/capital distribution

Distribution histogram for CRE/capital, with this bank marked when a value is reported.

10th 104%Median 235%90th 346%Observations 214

Interagency CRE supervisory criterion (FIL-104-2006) is shown as a supervisory screening criterion, not a limit or violation. The 300% total-CRE criterion is considered with 50% growth over the prior 36 months.

Whiskers show the 10th–90th percentile, the box shows the middle half, and the dot marks this bank. For directional metrics, deep red marks the unfavorable endpoint and teal marks the favorable endpoint after applying registry polarity. Neutral metrics use a blue ramp, are ordered from lower to higher reported value, and carry no favorable interpretation. Group membership is FFIEC-published. Expanded distributions use the site’s registered Call Report formula; a displayed FFIEC percentile is used only where the formulas align.

Branches & markets

Physical footprint

Domestic offices
1 branch
Headquarters
New York, NY

History

Institution established

Filings

Q1 2026 Call Report
Q4 2025 Call Report
Q3 2025 Call Report
Q2 2025 Call Report
Public data, presented without a proprietary bank rating.FDIC source data