401(k) · DOL Form 5500 · 2022

Comfort Systems USA, Inc. 401(k) Plan

Data updated 2026-08-25

$794M
Total assets Above avg plan size
9,577
Participants Very large workforce
99th
Percentile by assets National rank
$82,934
Avg per participant Below avg balance/head
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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.

  • #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.

#9,792
in Construction (9,927 peers)
-6.7%
assets change YoY
8.0×
vs typical plan assets (national mean)

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.

Comfort Systems USA, Inc. 401(k) Plan's outsized position by total assets

Comfort Systems USA, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$794,257,814 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Comfort Systems USA, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Comfort Systems USA, Inc. 401(k) Plan lands in the large band (9,577 participants).

DOL schedule card

Filing strip 760526487 · Comfort Systems USA, Inc. PY 2022 · 401(k)

Comfort Systems USA, Inc. 401(k) Plan · $794M · 9,577 · 99th

  • SCH $794M
  • SCH 9,577
  • SCH 99th
  • SCH 401(k)
  • SCH near 401(k) Retirement Savings Plan for Employees of the Valley Hospital
  • SCH ind #9792

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Texas →

Comfort Systems USA, Inc. 401(k) Plan in the asset neighbourhood

401(k) Retirement Savings Plan for Employees of the Valley Hospital401(k) Retirement Savings Pl…$794MComfort Systems USA, Inc. 401(k) PlanComfort Systems USA, Inc. 40…$794MFti Consulting, Inc. 401(k) PlanFti Consulting, Inc. 401(k) …$794MUnited Launch Alliance 401(k) Savings and Retirement PlanUnited Launch Alliance 401(k…$794MHasbro, Inc. Retirement Savings PlanHasbro, Inc. Retirement Savi…$793M
End-of-year total assets ($M) among Comfort Systems USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$852M
Net Assets (End of Year)$794M
Net Income-$127M
Employer EIN760526487
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comfort Systems USA, Inc.)

Sponsor-wide plan assets over time

All Comfort Systems USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 41.07424949244678% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.8B $1.13B ▲ +41.2%
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 Scatter plot of 6 data points. 050000100000150000200000 -10010203040 Total assets ($B) Participants Comfort Systems USA, Inc. 401(k) Plan, Total assets ($B): 0.794257814 · Participants: 9577Comfort Systems USA, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Comfort Systems USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
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's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 401(k) Retirement Savings Plan for Employees of the Valley Hospital in NJ ($794M); by covered participants it is Trugreen Profit Sharing and Retirement Plan in TN (9,562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,577 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Comfort Systems USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trugreen Profit Sharing and Retirement Plan in TN (9,562 participants, $371M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.