2027 COLA Projection of Dollar Limits

[John Feldt ERPA CPC QPA]

The CPI-U for July, August, September of 2026 are all published with values of 333.918, 334.980, and 336.940 respectively. Based on Tom Poje's spreadsheet, the dollar limits for

2027 should be:

NOT Official via any IRS pronouncement yet, of course:

Deferral limit: $25,500 (up from $24,500)

Catchup: $8,500 (up from $8,000)

Super-Catchup, age 60-63 = $11,750, (up from $11,250) – I’m not 100% sure on this one

Compensation Limit: $375,000 (up from $360,000)

Annual Addition Limit: $75,000 (up from $72,000)

DB Limit: $300,000 (up from $290,000)

HCE: $170,000 (up from $160,000)

Key Employee: $245,000 (up from $235,000)

Mandatory Roth Catchup, Highly Paid Threshold: $155,000 (up from $150,000)

Taxable Wage Base: $192,300 (up from $184,500) - this one is official, published at SSA.gov