401(k) · DOL Form 5500 · 2023

Comfort Systems USA, Inc. 401(k) Plan

Data updated 2026-08-11

$941M
Total assets
11,497
Participants
99th
Percentile by assets
$81,869
Avg per participant
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Official DOL plan name: Comfort Systems USA, Inc. 401(k) Plan · Sponsored by Comfort Systems USA, Inc. · Texas · Construction

$941M in assets, 11,497 participants

Comfort Systems USA, Inc.'s Comfort Systems USA, Inc. 401(k) Plan reported $941M in total assets and 11,497 participants in its 2023 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 127,072 plans)
  • #8,905 in Construction (9,030 peers)

Coverage in Texas

Comfort Systems USA, Inc. 401(k) Plan covers 11,497 participants in Texas, 17x the typical Texas plan (state average ~688 per filing). Assets: $941M.

$941M
total plan assets (2023 EOY)
11,497
covered participants
99th
percentile by assets (of 127,072 plans)
$81,869
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Comfort Systems USA, Inc. 401(k) Plan reported net income rose from -$127M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Comfort Systems USA, Inc. 401(k) Plan reported participants rose from 9,577 in the plan year 2022 filing to 11,497 in the plan year 2023 filing.
  • Comfort Systems USA, Inc. 401(k) Plan end-of-year assets rose from $794M in the plan year 2022 filing to $941M in the plan year 2023 filing.

See the national 2022→2023 release diff →

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 11,497 participants - 17x that state average ($941M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$794M
Net Assets (End of Year)$941M
Net Income$139M
Employer EIN760526487
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comfort Systems USA, Inc.)

$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

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

Comfort Systems USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Comfort Systems USA,…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell 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 $941M in end-of-year assets across 11,497 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $81,869 per participant (59% of the national average assets-per-participant) . Net income for plan year 2023 was $139M.

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 Open filing
2023 11,497 $941M This page
2024 · index core 14,682 $1.1B Open filing

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

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.

Frequently Asked Questions

How did Comfort Systems USA, Inc. 401(k) Plan assets move in 2023? ▼
Comfort Systems USA, Inc. 401(k) Plan grew sharply - up 18.5% during 2023, from $794M to $941M. Reported net income was $139M.
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 127,072 plans that reported assets for plan year 2023 (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 Signify North America Corporation 401(k) Plan in NJ ($941M, 2,920 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 2023.

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.