Profit Sharing · DOL Form 5500 · 2023

Comfort Systems USA, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
586
Participants Below avg headcount
57th
Percentile by assets National rank
$16,048
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Comfort Systems USA, Inc. Prevailing Wage Plan · Sponsored by Comfort Systems USA, Inc. · Texas · Construction

$9M in assets, 586 participants

Comfort Systems USA, Inc.'s Comfort Systems USA, Inc. Prevailing Wage Plan reported $9M in total assets and 586 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,029 in Construction (9,030 peers)

Comfort Systems USA, Inc. multi-year trail

Comfort Systems USA, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Comfort Systems USA, Inc. Prevailing Wage Plan at $9M / 586 participants.

#5,029
in Construction (9,030 peers)
+14.7%
assets growth YoY

Comfort Systems USA, Inc. Prevailing Wage Plan's mid-pack asset rank among Construction and all filers

Comfort Systems USA, Inc. Prevailing Wage Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,404,076 Top 43% higher than 57% of 127,068 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 2023

Comfort Systems USA, Inc. Prevailing Wage Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Comfort Systems USA, Inc. Prevailing Wage Plan sits mid-pack in the medium band (586 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Comfort Systems USA, Inc. Prevailing Wage Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Comfort Systems USA, Inc. Prevailing Wage Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Comfort Systems USA, Inc. Prevailing Wage Plan reported participants rose from 549 in the plan year 2022 filing to 586 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760526487 · Comfort Systems USA, Inc. PY 2023 · Profit Sharing

Comfort Systems USA, Inc. Prevailing Wage Plan · $9M · 586 · 57th

  • TYPE $9M
  • NET 586
  • BOOK 57th
  • VS-ST Profit Sharing
  • BOY near Cerenity Senior Care Employee Retirement Plan
  • SCH ind #5029

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. Prevailing Wage Plan in the asset neighbourhood

Bank of Denver Profit Sharing Plan & TrustBank of Denver Profit Sharin…$9MComfort Systems USA, Inc. Prevailing Wage PlanComfort Systems USA, Inc. Pr…$9MCerenity Senior Care Employee Retirement PlanCerenity Senior Care Employe…$9MThe Biplane Company Profit Sharing PlanThe Biplane Company Profit S…$9MZ & M Sheet Metal, Inc. Profit Sharing PlanZ & M Sheet Metal, Inc. Prof…$9M
End-of-year total assets ($M) among Comfort Systems USA, Inc. Prevailing Wage Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Comfort Systems USA, Inc. multi-year asset trail

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

Comfort Systems USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN760526487
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Comfort Systems USA, Inc. Prevailing Wage Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Comfort Systems USA, Inc. Prevailing Wage Plan, Total assets ($B): 0.009404076 · Participants: 586Comfort Systems USA, Inc. Prevailing Wage PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Comfort Systems USA, Inc. Prevailing Wage Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Comfort Systems USA, Inc. Prevailing Wage Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Cerenity Senior Care Employee Retirement Plan in MN ($9M); by covered participants it is Baker & Mckenzie Illinois Profit Sharing Plan II in IL (586 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (586 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Comfort Systems USA, Inc. Prevailing Wage Plan assets move in 2023? ▼
Comfort Systems USA, Inc. Prevailing Wage Plan grew at a solid clip - up 14.7% during 2023, from $8M to $9M. Reported net income was $1M.
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.
Which Profit Sharing plans are similar in size to Comfort Systems USA, Inc. Prevailing Wage Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cerenity Senior Care Employee Retirement Plan in MN ($9M, 652 participants).
Which Profit Sharing plans cover a similar participant headcount to Comfort Systems USA, Inc. Prevailing Wage Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Baker & Mckenzie Illinois Profit Sharing Plan II in IL (586 participants, $106M in assets).