401(k) · DOL Form 5500 · 2022

Comfort Systems USA, Inc. 401(k) Plan

Data updated 2026-08-11

$794M
Total assets: 9,577
Participants: 99th
Percentile by assets: $82,934
Avg per participant

Official DOL plan name: Comfort Systems USA, Inc. 401(k) Plan · Sponsored by Comfort Systems USA, Inc. · Texas · Construction

$794M in assets, 9,577 participants

Comfort Systems USA, Inc.'s Comfort Systems USA, Inc. 401(k) Plan reported $794M in total assets and 9,577 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

99th percentile by assets (of 139,126 plans)
#9,792 in Construction (9,927 peers)

Coverage in Texas

Comfort Systems USA, Inc. 401(k) Plan covers 9,577 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $794M.

$794M
total plan assets (2022 EOY): 9,577
covered participants: 99th
percentile by assets (of 139,126 plans): $82,934
avg assets per participant

The plan reported a net loss of $127M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Texas

Industry

Construction

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Comfort Systems USA, Inc. 401(k) Plan reports 9,577 participants - 14x that state average ($794M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$852M
Net Assets (End of Year)	$794M
Net Income	-$127M
Employer EIN	760526487
Plan Effective Date	1998-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Comfort Systems USA, Inc.)

Total plan assets by year, all Comfort Systems USA, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	10,126	$802M
2023	2	12,083	$951M
2024	2	14,917	$1.1B

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Comfort Systems USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare Comfort Systems USA, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Comfort Systems USA, Inc. 401(k) Plan

Comfort Systems USA, Inc. 401(k) Plan reports $794M in end-of-year assets across 9,577 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $82,934 per participant (60% of the national average assets-per-participant) . Net income for plan year 2022 was -$127M.

This plan identity (EIN 760526487, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $794M to $1.1B (+41.2%) while covered participants moved from 9,577 to 14,682 . Single-year sparse filers cannot show that trail.

Plan year	Participants	EOY assets	Filing
2022	9,577	$794M	This page
2023	11,497	$941M	Open filing
2024 · index core	14,682	$1.1B	Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Comfort Systems USA, Inc. 401(k) Plan (401(k), $1.1B, 14,682 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Comfort Systems USA, Inc. 401(k) Plan by total assets, not by location.

401(k) Retirement Savings Plan for Employees of the Valley Hospital (NJ) $794M · 5,255
Fti Consulting, Inc. 401(k) Plan (MD) $794M · 3,730
United Launch Alliance 401(k) Savings and Retirement Plan (CO) $794M · 2,564
Hasbro, Inc. Retirement Savings Plan (RI) $793M · 2,623

Frequently Asked Questions

How did Comfort Systems USA, Inc. 401(k) Plan assets move in 2022? ▼

Comfort Systems USA, Inc. 401(k) Plan pulled back noticeably - down 6.7% during 2022, from $852M to $794M. Reported net income was -$127M.

How have Comfort Systems USA, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Comfort Systems USA, Inc.'s sponsor-wide assets grew 41.1%, from $802M to $1.1B.

Where does Comfort Systems USA, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Comfort Systems USA, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Comfort Systems USA, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is 401(k) Retirement Savings Plan for Employees of the Valley Hospital in NJ ($794M, 5,255 participants).

Next read for Comfort Systems USA, Inc. 401(k) Plan

Filing takeaways

Ways to act on Comfort Systems USA, Inc. 401(k) Plan's numbers.

By total assets, Comfort Systems USA, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Comfort Systems USA, Inc.'s sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760526487.