401(k) · DOL Form 5500 · 2023

The Comfort Group, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
166
Participants Small participant base
54th
Percentile by assets National rank
$48,268
Avg per participant Low balance/head
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Official DOL plan name: The Comfort Group, Inc. 401(k) Plan · Sponsored by The Comfort Group, Inc · Tennessee · Construction

$8M in assets, 166 participants

The Comfort Group, Inc's The Comfort Group, Inc. 401(k) Plan reported $8M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,717 in Construction (9,030 peers)

Coverage in Tennessee

The Comfort Group, Inc. 401(k) Plan covers 166 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#4,717
in Construction (9,030 peers)
+28.3%
assets growth YoY

The Comfort Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

The Comfort Group, Inc. 401(k) Plan vs every filed plan by assets

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

$8,012,456 Top 46% higher than 54% 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

The Comfort Group, Inc. 401(k) 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. The Comfort Group, Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Comfort Group, Inc. 401(k) Plan reported net income rose from $401K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Comfort Group, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Comfort Group, Inc. 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620798316 · The Comfort Group, Inc PY 2023 · 401(k)

The Comfort Group, Inc. 401(k) Plan · $8M · 166 · 54th

  • NET $8M
  • BOOK 166
  • VS-ST 54th
  • BOY 401(k)
  • SCH near A.Harold & Associates, LLC.
  • EBSA ind #4717

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 Tennessee →

The Comfort Group, Inc. 401(k) Plan in the asset neighbourhood

The Comfort Group, Inc. 401(k) PlanThe Comfort Group, Inc. 401(…$8MA.Harold & Associates, LLC.$8MHealth Services Management, Inc. 401(k) PlanHealth Services Management, …$8MPalmetto Brick Employees' 401(k) Profit Sharing PlanPalmetto Brick Employees' 40…$8MDispute Dynamics, Inc. 401(k) PlanDispute Dynamics, Inc. 401(k…$8M
End-of-year total assets ($M) among The Comfort Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN620798316
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Comfort Group, Inc)

Sponsor-wide plan assets over time

All The Comfort Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 52.02553027214617% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.24M $9.49M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 144 $6M
2023 1 166 $8M
2024 1 182 $9M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Comfort Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Comfort Group, Inc. 401(k) Plan, Total assets ($B): 0.008012456 · Participants: 166The Comfort Group, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Comfort Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Comfort Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Comfort Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is A.Harold & Associates, LLC. in FL ($8M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 The Comfort Group, Inc. 401(k) Plan assets move in 2023? ▼
The Comfort Group, Inc. 401(k) Plan grew sharply - up 28.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have The Comfort Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Comfort Group, Inc's sponsor-wide assets grew 52.0%, from $6M to $9M.
Which 401(k) plans are similar in size to The Comfort Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.Harold & Associates, LLC. in FL ($8M, 106 participants).
Which 401(k) plans cover a similar participant headcount to The Comfort Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 620798316.

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.