SeeBITDAOklahoma

Oklahoma College Savings Plan

Finance and insurance
  • 1000 W Wilshire Blvd, Oklahoma City, OK
  • Since 2000
  • NAICS 52
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$435K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records
Some signs of a sale

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$435K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Some signs of a sale

  • In business 26 years (since 2000)

From public records and the company's website, not a statement that it's for sale.

What they do

Oklahoma 529 is a direct-sold college savings plan offered by the State of Oklahoma, helping families save for higher education expenses. It offers an Oklahoma state tax deduction and a range of investment options.

Products & services
Oklahoma 529 college savings planInvestment portfoliosEnrollment Year OptionsRisk–Based OptionsGuaranteed OptionReadySave 529 App
Markets served
Oklahoma families
Service area
Oklahoma
Certifications
Member FINRA

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • TIAA-CREF Tuition Financing, Inc. (TFI) · brand it sells or installs
  • TIAA-CREF Individual & Institutional Services, LLC · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Oklahoma College Savings Plan
this business
$1.1M$435K—
Mgm Capital Partners, Llc
Oklahoma City
$1.1M$435K0.0 mi
First Mortgage Company
Oklahoma City
$1.1M$435K0.0 mi
Dawn Neu
Oklahoma City
$1.1M$435K0.0 mi
Oklahoma 529
Oklahoma City
$1.1M$435K0.0 mi
FIVE RINGS OKC, LLC
Oklahoma City · 1 employees
$381K$146K0.0 mi
Buchanan Capital Management
Oklahoma City
$1.1M$435K0.0 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.3M
Multiple for this size and industry3×
Value range$435K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$441K – $1.4M
EBITDA range$181K – $585K
Industry (NAICS)Finance and insurance (52)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

History & advisors

Founded 2000
“Helping families save for college since 2000.”

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Oklahoma College Savings Plan

Oklahoma College Savings Plan is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2000. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).

Common questions

Who owns Oklahoma College Savings Plan?
The owner of Oklahoma College Savings Plan isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Oklahoma College Savings Plan make?
SeeBITDA estimates Oklahoma College Savings Plan's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Oklahoma College Savings Plan worth?
About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
When was Oklahoma College Savings Plan founded?
Oklahoma College Savings Plan has been in business since 2000.