Profit Sharing · DOL Form 5500 · 2023

Comfort Systems USA, Inc. Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
586
Participants
57th
Percentile by assets
$16,048
Avg per participant
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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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
586
covered participants
57th
percentile by assets (of 127,072 plans)
$16,048
avg assets per participant

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 →

State
Industry

Comfort Systems USA, Inc. across 3 plan years on file

Across the 3 plan years Comfort Systems USA, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $802M to $1.1B, a gain of 41.1%, while reported participants moved from 10,126 to 14,917 (+47.3%). Peak year by sponsor assets: 2024 ($1.1B); trough: 2022 ($802M).

Comfort Systems USA, Inc. multi-year asset trail

$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.8B $1.13B ▲ +41.2%
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

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

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,…Southwest Airlines C…Baylor College of Me…H-E-B Partner Stock …The Defined Contribu…American Heart Assoc…
Comfort Systems USA, Inc. Prevailing Wage Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Comfort Systems USA, Inc. Prevailing Wage Plan by total assets, not by location.

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).

Next read for Comfort Systems USA, Inc. Prevailing Wag…

Multi-year trail

Ways to act on Comfort Systems USA, Inc. Prevailing Wage Plan's numbers.

  • By total assets, Comfort Systems USA, Inc. Prevailing Wage Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing 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