401(k) · DOL Form 5500 · 2023

Comfort Systems USA, Inc. 401(k) Plan

Data updated 2026-08-25

$941M
Total assets Above avg plan size
11,497
Participants Very large workforce
99th
Percentile by assets National rank
$81,869
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

$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.

  • #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.

#8,905
in Construction (9,030 peers)
+18.5%
assets growth YoY
9.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$941,247,305 Top 1% higher than 99% 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. 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Comfort Systems USA, Inc. 401(k) Plan is a mega filing (11,497 participants), the rightmost band on the breakdown.

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 →

Plan-year Form 5500 strip

Filing strip 760526487 · Comfort Systems USA, Inc. PY 2023 · 401(k)

Comfort Systems USA, Inc. 401(k) Plan · $941M · 11,497 · 99th

  • EIN $941M
  • EIN 11,497
  • EIN 99th
  • EIN 401(k)
  • EIN near Signify North America Corporation 401(k) Plan
  • EIN ind #8905

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

Charles River Laboratories, Inc. Savings/Plus PlanCharles River Laboratories, …$943MComfort Systems USA, Inc. 401(k) PlanComfort Systems USA, Inc. 40…$941MSignify North America Corporation 401(k) PlanSignify North America Corpor…$941MEmployee Savings and Investment Plan of Levi Strauss & Co.Employee Savings and Investm…$939MOtsuka America 401(k) Savings PlanOtsuka America 401(k) Saving…$939M
End-of-year total assets ($M) among Comfort Systems USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

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. 050000100000150000 -1001020304050 Total assets ($B) Participants Comfort Systems USA, Inc. 401(k) Plan, Total assets ($B): 0.941247305 · Participants: 11497Comfort Systems USA, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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:

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 Signify North America Corporation 401(k) Plan in NJ ($941M); by covered participants it is Dhl Retirement Savings Plan in FL (11,490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,497 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. 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).
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 Dhl Retirement Savings Plan in FL (11,490 participants, $1.2B in assets).

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.