Department of Labor filing

HIEU T BALL MD INC

HIEU T BALL M D INC 401K PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 17, 2026Verified current terms Not available

Plan summary

The numbers that matter first

77Strong plan health
high confidence
See what drives the plan health score
Employer contributions versus peers75/10030% of the full model
Lower reported administrative cost84/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

distributions (“RMDs”), special distribution provisions (related to emergency and domestic abuse victims), Roth accounts, surviving spouse treatment, Roth catch-up contributions, matching contributions for student loan repayments, mandatory distribution limits for terminated employee account balances, employer-offered emergency savings accounts and plan corrections for elective deferrals.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingOfficial filing detail

t to the restrictions noted in the Company Stock paragraph below.

04 · Fees and expensesOfficial filing detail

96 Total additions ​ ​ 354,932,877 ​ ​ 364,073,267 ​ ​ ​ ​ ​ ​ ​ Deductions: ​ ​ ​ ​ ​ ​ Distributions to participants and loans deemed distributed ​ ​ 413,884,743 ​ ​ 849,904,874 Administrative expenses ​ ​ 1,195,852 ​ ​ 1,185,480 Total deductions ​ ​ 415,080,595 ​ ​ 851,090,354 ​ ​ ​ ​ ​ ​ ​ Net (decrease) in net assets ​ ​ ( 60,147,718 ) ​ ​ ( 487,017,087 ) ​ ​ ​ ​ ​ ​ ​ Net assets available for benefits: ​ ​ ​ ​ ​ ​ Beginning of the year ​ ​ 2,319,532,435 ​ ​ 2,806,549,522 End of the year ​ $ 2,259,384,717 ​ $ 2,319,532,435 ​ See accompanying Notes to Financial Statements ​ ​ 4 ​ Table of Contents BALL CORPORATION 401(k) and Employee Stock Ownership Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1–Description of the Plan ​ The following is a brief description of the

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodafter three completed years of service

after three completed years of service

07 · Automatic enrollmentNot stated in official filing

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not stated in official filing

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers75th percentile

Up 0.0% over the filing history shown.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202578out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions75th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense84th percentileTypical peer $71 · based on 50,652 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, HIEU T BALL MD INC reported $23,373 in employer contributions across this plan, or $3,896 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating6

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison78/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$23,373
$3,896 per active participant
Participant contributions
$54,728
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
29.9%
Active participants
6
Small plan
Total participants
7
10 at the beginning of the year
Ending assets
$843,722
$120,532 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$727,602
Ending net assets
$843,722
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$227,407
Total expenses
$111,287
Administrative expenses
$65
$9 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$3,896
Administrative cost per participant
2025
$9
Active participants
2025
6
Total plan assets
2025
$843,722
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,8966843.7K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
721609389-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Feb 1, 2022
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025BALL Corp — 11-K filed 2026-06-15
Official filing · details not yet checked
What it says about employer contributions

distributions (“RMDs”), special distribution provisions (related to emergency and domestic abuse victims), Roth accounts, surviving spouse treatment, Roth catch-up contributions, matching contributions for student loan repayments, mandatory distribution limits for terminated employee account balances, employer-offered emergency savings accounts and plan corrections for elective deferrals. All of the required provisions have been implemented as of the date the financial statements were available to be issued. ​ Effective January 1, 2024, the Administrative Services Agreement (“ASA”) between the Company and Voya Institutional Plan Services, LLC. was amended to address the collection and handling of float earnings. The float earnings are calculated based on the Plan’s monthly average check b

What it says about vesting

t to the restrictions noted in the Company Stock paragraph below. The Company contributions of this type were $ 905,971 in 2025 and $ 977,940 in 2024. ​ Vesting ​ Participants are fully vested in their own contributions and related earnings, any Company matching contributions and certain additional Company contributions, including related earnings. Vesting in the NECC is based on completed years of service. A participant becomes 100 percent vested in the NECC after three completed years of service. ​ Forfeitures ​ The forfeitures balance was $ 58,660 and $ 31,521 at December 31, 2025 and 2024, respectively. Forfeitures, if any, are used to pay plan expenses or reduce employer contributions. During 2025, $ 550,024 was used for employer contributions and $ 0 was used for expenses. During 202

What it says about automatic enrollment

t. Eligibility to participate in the Plan begins with the first day of employment. An eligible employee who does not make an election about his or her participation in the Plan is automatically enrolled 30 days after his or her eligibility date. ​ Employee Contributions ​ The Plan allows eligible participants to contribute a portion of their eligible pay to the Plan on a pre-tax basis and post-tax basis (“Roth”), within limits defined by the Plan. Such limits vary among certain employee classifications. Participants who have attained age 50 before the end of the Plan Year are eligible to make catch-up contributions, subject to annual Internal Revenue Code (“IRC”) limitations. In all cases, the maximum contribution for a participant may not exceed the annual maximum limits established under

What it says about fees

96 Total additions ​ ​ 354,932,877 ​ ​ 364,073,267 ​ ​ ​ ​ ​ ​ ​ Deductions: ​ ​ ​ ​ ​ ​ Distributions to participants and loans deemed distributed ​ ​ 413,884,743 ​ ​ 849,904,874 Administrative expenses ​ ​ 1,195,852 ​ ​ 1,185,480 Total deductions ​ ​ 415,080,595 ​ ​ 851,090,354 ​ ​ ​ ​ ​ ​ ​ Net (decrease) in net assets ​ ​ ( 60,147,718 ) ​ ​ ( 487,017,087 ) ​ ​ ​ ​ ​ ​ ​ Net assets available for benefits: ​ ​ ​ ​ ​ ​ Beginning of the year ​ ​ 2,319,532,435 ​ ​ 2,806,549,522 End of the year ​ $ 2,259,384,717 ​ $ 2,319,532,435 ​ See accompanying Notes to Financial Statements ​ ​ 4 ​ Table of Contents BALL CORPORATION 401(k) and Employee Stock Ownership Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1–Description of the Plan ​ The following is a brief description of the

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260617192015NAL0001423667001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗