401(k) · DOL Form 5500 · 2024

Comfort Systems USA, Inc. 401(k) Plan

Data updated 2026-08-11

$1.1B
Total assets: 14,682
Participants: 99th
Percentile by assets: $76,377
Avg per participant

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.

99th percentile by assets (of 123,622 plans)
#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.

$1.1B
total plan assets (2024 EOY): 14,682
covered participants: 99th
percentile by assets (of 123,622 plans): $76,377
avg assets per participant

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 →

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 14,682 participants - 21x that state average ($1.1B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$941M
Net Assets (End of Year)	$1.1B
Net Income	$119M
Employer EIN	760526487
Plan Effective Date	1998-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Comfort Systems USA, Inc.)

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

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

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

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.

Wawa, Inc. 401(k) Plan (PA) $1.1B · 17,681
Acna 401(k) Plan (NJ) $1.1B · 6,827
Transcanada 401(k) and Savings Plan () $1.1B · 3,435
Mizuho Americas 401(k) Plan (NY) $1.1B · 2,893

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).

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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760526487.