401(k) · DOL Form 5500 · 2024

Comfort Systems USA, Inc. 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
14,682
Participants Very large workforce
99th
Percentile by assets National rank
$76,377
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

$1.1B in assets, 14,682 participants

Comfort Systems USA, Inc.'s Comfort Systems USA, Inc. 401(k) Plan reported $1.1B in total assets and 14,682 participants in its 2024 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.

  • #8,915 in Construction (9,039 peers)

Coverage in Texas

Comfort Systems USA, Inc. 401(k) Plan covers 14,682 participants in Texas, 21x the typical Texas plan (state average ~688 per filing). Assets: $1.1B.

#8,915
in Construction (9,039 peers)
+19.1%
assets growth YoY
11×
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 2024 · DOL Form 5500

$1,121,363,632 Top 1% higher than 99% of 123,620 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 2024

Comfort Systems USA, Inc. 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 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 (14,682 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Comfort Systems USA, Inc. 401(k) Plan reported participants rose from 11,497 in the plan year 2023 filing to 14,682 in the plan year 2024 filing.
  • Comfort Systems USA, Inc. 401(k) Plan end-of-year assets rose from $941M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
  • Comfort Systems USA, Inc. 401(k) Plan reported net income fell from $139M in the plan year 2023 filing to $119M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760526487 · Comfort Systems USA, Inc. PY 2024 · 401(k)

Comfort Systems USA, Inc. 401(k) Plan · $1.1B · 14,682 · 99th

  • PHOTO $1.1B
  • PHOTO 14,682
  • PHOTO 99th
  • PHOTO 401(k)
  • PHOTO near Wawa, Inc. 401(k) Plan
  • PHOTO ind #8915

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

Comfort Systems USA, Inc. 401(k) PlanComfort Systems USA, Inc. 40…$1.1BWawa, Inc. 401(k) Plan$1.1BAcna 401(k) Plan$1.1BTranscanada 401(k) and Savings PlanTranscanada 401(k) and Savin…$1.1BMizuho Americas 401(k) Plan$1.1B
End-of-year total assets ($B) among Comfort Systems USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$941M
Net Assets (End of Year)$1.1B
Net Income$119M
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): 1.121363632 · Participants: 14682Comfort Systems USA, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 $1.1B in end-of-year assets across 14,682 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $76,377 per participant (55% of the national average assets-per-participant) . Net income for plan year 2024 was $119M.

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 Open filing
2024 · index core 14,682 $1.1B This page

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 Wawa, Inc. 401(k) Plan in PA ($1.1B); by covered participants it is Giant Eagle, Inc. Employee Savings Plan in PA (14,665 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (14,682 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Comfort Systems USA, Inc. 401(k) Plan grew sharply - up 19.1% during 2024, from $941M to $1.1B. Reported net income was $119M.
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 123,622 plans that reported assets for plan year 2024 (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 Wawa, Inc. 401(k) Plan in PA ($1.1B, 17,681 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 Giant Eagle, Inc. Employee Savings Plan in PA (14,665 participants, $845M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.