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401(k) room 2026: $12,250 already in leaves $12,250 at age 41

Regular 401(k) elective cap is $24,500 in 2026. $12,250 YTD leaves $12,250 under 50. Age 51 leaves $20,250. Age 61 leaves $23,500. Not the $10,000, $15,000, or $18,500 YTD leftovers and not a SIMPLE plan.

Calcufast Team
7 min

The employee elective deferral cap for a regular 401(k), 403(b), or most 457(b) plans is $24,500 in 2026. Age 50+ adds $8,000 (total $32,500). Ages 60-63 add $11,250 (total $35,750) if the plan allows the SECURE 2.0 extra.

The empty-plan leftover is already written: $10,000 YTD → $14,500. Mid-year leftover: $15,000 YTD at age 40 → $9,500. Late-year leftover: $18,500 YTD at age 43 → $6,000. This page is the halfway leftover: $12,250 already deferred.

  • Age 41: room $12,250
  • Age 51: room $20,250
  • Age 61: room $23,500

Run the 401(k) deferral calculator →

After $24,500 the IRA is still a separate cap: 401(k) maxed, IRA still $7,500. Hub: United States calculators.

Plan may be tighter

This engine only subtracts YTD from the IRS 402(g) ceiling plus age-based catch-up. Your plan can cap below that. Employer match does not use this room. Estimate, not tax advice.

Direct answer: $12,250 YTD → $12,250 at age 41

  1. Regular 2026 base = $24,500
  2. Age 41 catch-up = $0
  3. Room = $24,500 − $12,250 = $12,250
  4. Age 51 = $32,500 − $12,250 = $20,250
  5. Age 61 = $35,750 − $12,250 = $23,500
401(k) 2026 elective room

limit = $24,500 + ($8,000 if 50–59 or 64+, or $11,250 if 60–63)

remaining = max(0, limit − YTD deferrals)

Same $12,250 YTD, three ages

AgeCatch-upElective limitRoom after $12,250
41$0$24,500$12,250
51$8,000$32,500$20,250
61$11,250$35,750$23,500

A SIMPLE plan after $12,250 still has $4,750 under the $17,000 under-50 cap. That is not this page. SIMPLE room after $8,000.

What this is not

  • The $10,000, $15,000, or $18,500 YTD leftovers. Those still have $14,500, $9,500, and $6,000 under 50. This page starts at $12,250.
  • Employer match math. Match is a separate bucket. 50% of 5% on $78,000.
  • An IRA. Traditional / Roth IRA room is $7,500 (or $8,600 at 50+).

Yes, if YTD is $12,250 and the plan uses the regular 402(g) cap. Confirm payroll coding and any plan-level ceiling.

Age 50+ adds $8,000 of regular catch-up. $32,500 − $12,250 = $20,250.

No. Employer match does not count against the $24,500 elective limit.

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