By Swoopr Editorial Team

Published · Updated

AI-assisted content · Swoopr Investment is responsible for the final published article.

SIMPLE IRA Contribution Limits by Year

Direct answer: The SIMPLE IRA employee deferral limit for 2025 is $16,500. Workers age 50 to 59 or 64 and older can add a standard catch-up of $3,500 (total $20,000). Workers age 60-63 have an enhanced SECURE 2.0 catch-up of $5,250 (total $21,750). SIMPLE IRA limits are lower than 401(k) limits and available only to employers with 100 or fewer employees.

SIMPLE IRA contribution limits by year (2005-2025)

SIMPLE IRA employee deferral and catch-up limits, 2005-2025
Year Employee Deferral Catch-up (Age 50+) Total with Catch-up
2005$10,000$2,000$12,000
2006$10,000$2,500$12,500
2007$10,500$2,500$13,000
2008$10,500$2,500$13,000
2009$11,500$2,500$14,000
2010$11,500$2,500$14,000
2011$11,500$2,500$14,000
2012$11,500$2,500$14,000
2013$12,000$2,500$14,500
2014$12,000$2,500$14,500
2015$12,500$3,000$15,500
2016$12,500$3,000$15,500
2017$12,500$3,000$15,500
2018$12,500$3,000$15,500
2019$13,000$3,000$16,000
2020$13,500$3,000$16,500
2021$13,500$3,000$16,500
2022$14,000$3,000$17,000
2023$15,500$3,500$19,000
2024$16,000$3,500$19,500
2025$16,500$3,500 / $5,250 (age 60-63)$20,000 / $21,750

Source: IRS: SIMPLE IRA Plan FAQs - Contributions. Last verified: September 2026. Verify current-year figures at IRS.gov before making decisions.

Frequently asked questions

How does a SIMPLE IRA differ from a 401(k)?

A SIMPLE IRA has lower contribution limits than a 401(k) and is only available to employers with 100 or fewer employees. The employer is required to contribute, either matching dollar-for-dollar up to 3% of compensation or making a flat 2% non-elective contribution. Administrative costs are typically lower than a 401(k).

What is the employer matching rule for SIMPLE IRAs?

Employers have two options: match employee contributions dollar-for-dollar up to 3% of compensation (reducible to 1% in up to 2 of every 5 years with notice), or contribute a flat 2% of each eligible employee's compensation whether or not the employee contributes. Employees should verify which formula their employer uses to maximize their match.

Can employees over 50 contribute more to a SIMPLE IRA?

Yes. The standard catch-up for workers age 50 or older is $3,500 in 2025, bringing the total to $20,000. Starting in 2025, workers age 60-63 have an enhanced catch-up of $5,250 (total $21,750) under SECURE 2.0. This enhanced catch-up is not available to those 64 or older.

References

Swoopr Editorial Team produces independent investment education and research content. Our writers and editors hold no financial positions in the securities or assets discussed, and we do not receive compensation from issuers, brokers, or asset promoters.

Content is reviewed for factual accuracy before publication. Corrections and editorial feedback can be submitted through our corrections policy. This article reflects our editorial standards.