SeeBITDAOklahoma

Oklahoma 529

Finance and insurance
  • 1000 W Wilshire Blvd, Oklahoma City, OK
  • Since 2002
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Unlikely to sell soon

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$439K
× 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 Unlikely to sell soon

  • In business 24 years (since 2002)

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 529 college savings plan offered by the State of Oklahoma, helping families save for higher education expenses.

Products & services
529 college savings planInvestment optionsEnrollment Year OptionsRisk–Based OptionsGuaranteed OptionReadySave 529 App
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 529
this business
$1.1M$439K—
Oklahoma College Savings Plan
Oklahoma City
$1.1M$439K0.0 mi
Mgm Capital Partners, Llc
Oklahoma City
$1.1M$439K0.0 mi
First Mortgage Company
Oklahoma City
$1.1M$439K0.0 mi
Dawn Neu
Oklahoma City
$1.1M$439K0.0 mi
FIVE RINGS OKC, LLC
Oklahoma City · 1 employees
$381K$146K0.0 mi
Servo Wealth Management
Nichols Hills
$1.1M$439K0.0 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$437K – $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$443K – $1.4M
EBITDA range$182K – $596K
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

Public records

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

About Oklahoma 529

Oklahoma 529 is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2002. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Oklahoma 529?
The owner of Oklahoma 529 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 529 make?
SeeBITDA estimates Oklahoma 529's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Oklahoma 529 worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Oklahoma 529 founded?
Oklahoma 529 has been in business since 2002.