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Rev. Rul. 2024-1, 2024-02 I.R.B. 307

Section 401. — Qualified Pension, Profit-Sharing, and Stock Bonus Plans

activein force · 2024-01-08 – presentact-effective-date

This revenue ruling provides tables of covered compensation under § 401(l)(5)(E) of the Internal Revenue Code and the Income Tax Regulations thereunder, for the 2024 plan year.

Section 401(l)(5)(E)(i) defines covered compensation with respect to an employee as the average of the contribution and benefit bases in effect under section 230 of the Social Security Act (“Act”) for each year in the 35-year period ending with the year in which the employee attains Social Security retirement age.

Section 401(l)(5)(E)(ii) of the Code states that the determination for any year preceding the year in which the employee attains Social Security retirement age shall be made by assuming that there is no increase in covered compensation after the determination year and before the employee attains Social Security retirement age.

Section 1.401(l)-1(c)(34) of the Regulations defines the taxable wage base as the contribution and benefit base under section 230 of the Act.

Section 1.401(l)-1(c)(7)(i) defines covered compensation for an employee as the average (without indexing) of the taxable wage bases in effect for each calendar year during the 35-year period ending with the last day of the calendar year in which the employee attains (or will attain) Social Security retirement age. A 35-year period is used for all individuals regardless of the year of birth of the individual. In determining an employee’s covered compensation for a plan year, the taxable wage base for all calendar years beginning after the first day of the plan year is assumed to be the same as the taxable wage base in effect as of the beginning of the plan year. An employee’s covered compensation for a plan year beginning after the 35-year period applicable under § 1.401(l)-1(c)(7)(i) is the employee’s covered compensation for a plan year during which the 35-year period ends. An employee’s covered compensation for a plan year beginning before the 35-year period applicable under § 1.401(l)-1(c)(7)(i) is the taxable wage base in effect as of the beginning of the plan year.

Section 1.401(l)-1(c)(7)(ii) provides that, for purposes of determining the amount of an employee’s covered compensation under § 1.401(l)-1(c)(7)(i), a plan may use tables, provided by the Commissioner, that are developed by rounding the actual amounts of covered compensation for different years of birth.

For purposes of determining covered compensation for the 2024 year, the taxable wage base is $168,600.

The following tables provide covered compensation for 2024.

ATTACHMENT I 2024 COVERED COMPENSATION TABLE

CALENDAR YEAR OF BIRTH

CALENDAR YEAR OF SOCIAL SECURITY RETIREMENT AGE

2024 COVERED COMPENSATION TABLE II

1907

1972

$ 4,488

1908

1973

4,704

1909

1974

5,004

1910

1975

5,316

1911

1976

5,664

1912

1977

6,060

1913

1978

6,480

1914

1979

7,044

1915

1980

7,692

1916

1981

8,460

1917

1982

9,300

1918

1983

10,236

1919

1984

11,232

1920

1985

12,276

1921

1986

13,368

1922

1987

14,520

1923

1988

15,708

1924

1989

16,968

1925

1990

18,312

1926

1991

19,728

1927

1992

21,192

1928

1993

22,716

1929

1994

24,312

1930

1995

25,920

1931

1996

27,576

1932

1997

29,304

1933

1998

31,128

1934

1999

33,060

1935

2000

35,100

1936

2001

37,212

1937

2002

39,444

1938

2004

43,992

1939

2005

46,344

1940

2006

48,816

1941

2007

51,348

1942

2008

53,952

1943

2009

56,628

1944

2010

59,268

1945

2011

61,884

1946

2012

64,560

1947

2013

67,308

1948

2014

69,996

1949

2015

72,636

1950

2016

75,180

1951

2017

77,880

1952

2018

80,532

1953

2019

83,244

1954

2020

86,052

1955

2022

91,884

1956

2023

95,172

1957

2024

98,616

1958

2025

101,964

1959

2026

105,264

1960

2027

108,492

1961

2028

111,660

1962

2029

114,744

1963

2030

117,816

1964

2031

120,840

1965

2032

123,792

1966

2033

126,660

1967

2034

129,396

1968

2035

132,036

1969

2036

134,556

1970

2037

136,944

1971

2038

139,284

1972

2039

141,588

1973

2040

143,832

1974

2041

145,956

1975

2042

147,984

1976

2043

149,892

1977

2044

151,656

1978

2045

153,420

1979

2046

155,184

1980

2047

156,864

1981

2048

158,424

1982

2049

159,900

1983

2050

161,340

1984

2051

162,768

1985

2052

163,944

1986

2053

165,096

1987

2054

166,116

1988

2055

167,004

1989

2056

167,736

1990

2057

168,360

1991 and later

2058 and later

168,600

ATTACHMENT II 2024 ROUNDED COVERED COMPENSATION TABLE

CALENDAR YEAR OF BIRTH

2024 COVERED COMPENSATION ROUNDED

1937

$ 39,000

1938 – 1939

45,000

1940

48,000

1941

51,000

1942

54,000

1943

57,000

1944

60,000

1945

63,000

1946 – 1947

66,000

1948

69,000

1949

72,000

1950

75,000

1951

78,000

1952

81,000

1953

84,000

1954

87,000

1955

93,000

1956

96,000

1957

99,000

1958

102,000

1959

105,000

1960

108,000

1961

111,000

1962

114,000

1963

117,000

1964

120,000

1965

123,000

1966

126,000

1967

129,000

1968

132,000

1969

135,000

1970 – 1971

138,000

1972

141,000

1973

144,000

1974 – 1975

147,000

1976

150,000

1977 – 1978

153,000

1979 – 1980

156,000

1981 – 1982

159,000

1983 – 1984

162,000

1985 – 1987

165,000

1988 – 1989

168,000

1990 and later

168,600

DRAFTING INFORMATION

The principal author of this notice is Tom Morgan of the Office of Associate Chief Counsel (Employee Benefits, Exempt Organizations, and Employment Taxes). However, other personnel from the IRS participated in the development of this guidance. For further information regarding this notice, contact Mr. Morgan at 202-317-6700 or Nicholas Fox at 267-466-2192 (not toll-free numbers).

History

Revenue Ruling published in Internal Revenue Bulletin 2024-02, January 8, 2024, at page 307. It states no effective date of its own; this row opens at the bulletin's publication date. Filed under I.R.C. § 401 (Section 401. — Qualified Pension, Profit-Sharing, and Stock Bonus Plans).

Provenance

Source
irs.gov
Retrieved
2026-09-20
Edition
irs-irb-2026-09-20
Content hash
f3a3559719d8af71b2fa44dd6e131beaf8661fb5a008177538e9d26ed1bd0fc7
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