Detailed Single Year Tables

Financial Estimates for the OASDI Trust Fund Program

Proposal Change from Current Law
Expressed as a percentage of
current-law taxable payroll
Trust fund
ratio as of
January 1
Expressed as a percentage of
current-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance
Cost
rate
Income
rate
Annual
balance
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
0.000.000.00
202515.0412.64-2.41
168
0.00-0.34-0.34
202615.2412.68-2.55
147
0.00-0.40-0.40
202715.3812.70-2.68
127
0.00-0.39-0.39
202815.5612.74-2.81
107
0.00-0.39-0.39
202915.7212.78-2.94
87
0.00-0.38-0.38
203015.8712.81-3.06
67
0.00-0.37-0.37
203116.0112.85-3.15
47
0.00-0.36-0.36
203216.1512.89-3.26
27
0.00-0.35-0.35
203316.2712.91-3.36
8
0.00-0.34-0.34
203416.3812.93-3.45
----
0.00-0.33-0.33
203516.4812.95-3.53
----
0.00-0.32-0.32
203616.5612.97-3.59
----
0.00-0.30-0.30
203716.6412.99-3.65
----
0.00-0.29-0.29
203816.7013.01-3.69
----
0.00-0.28-0.28
203916.7513.03-3.72
----
0.00-0.27-0.27
204016.7813.04-3.74
----
0.00-0.26-0.26
204116.8113.06-3.75
----
0.00-0.24-0.24
204216.8213.07-3.75
----
0.00-0.23-0.23
204316.8313.08-3.75
----
0.00-0.22-0.22
204416.8513.10-3.75
----
0.00-0.21-0.21
204516.8613.11-3.75
----
0.00-0.20-0.20
204616.8813.12-3.76
----
0.00-0.19-0.19
204716.9013.13-3.77
----
0.00-0.18-0.18
204816.9313.14-3.78
----
0.00-0.17-0.17
204916.9613.15-3.80
----
0.00-0.16-0.16
205016.9913.17-3.82
----
0.00-0.15-0.16
205117.0213.18-3.84
----
0.00-0.15-0.15
205217.0613.19-3.87
----
0.00-0.14-0.14
205317.1113.20-3.91
----
0.00-0.13-0.13
205417.1713.21-3.95
----
0.00-0.13-0.13
205517.2313.22-4.01
----
0.00-0.12-0.12
205617.3013.23-4.07
----
0.00-0.11-0.11
205717.3813.25-4.13
----
0.00-0.11-0.11
205817.4613.26-4.20
----
0.00-0.10-0.10
205917.5413.27-4.27
----
0.00-0.10-0.10
206017.6213.28-4.34
----
0.00-0.09-0.09
206117.6913.29-4.40
----
0.00-0.09-0.09
206217.7613.30-4.46
----
0.00-0.08-0.08
206317.8213.31-4.51
----
0.00-0.08-0.08
206417.8913.32-4.56
----
0.00-0.07-0.07
206517.9513.33-4.61
----
0.00-0.07-0.07
206618.0013.34-4.66
----
0.00-0.07-0.07
206718.0613.35-4.71
----
0.00-0.06-0.06
206818.1213.36-4.76
----
0.00-0.06-0.06
206918.1713.36-4.81
----
0.00-0.05-0.06
207018.2313.37-4.86
----
0.00-0.05-0.05
207118.2813.38-4.91
----
0.00-0.05-0.05
207218.3313.39-4.95
----
0.00-0.05-0.05
207318.3813.39-4.99
----
0.00-0.04-0.04
207418.4313.40-5.03
----
0.00-0.04-0.04
207518.4613.40-5.06
----
0.00-0.04-0.04
207618.4913.41-5.08
----
0.00-0.04-0.04
207718.5013.41-5.09
----
0.00-0.03-0.03
207818.5013.42-5.09
----
0.00-0.03-0.03
207918.4913.42-5.07
----
0.00-0.03-0.03
208018.4713.42-5.05
----
0.00-0.03-0.03
208118.4313.42-5.02
----
0.00-0.03-0.03
208218.3913.42-4.98
----
0.00-0.03-0.03
208318.3513.42-4.93
----
0.00-0.02-0.02
208418.2913.41-4.87
----
0.00-0.02-0.02
208518.2313.41-4.82
----
0.00-0.02-0.02
208618.1613.41-4.75
----
0.00-0.02-0.02
208718.0913.41-4.68
----
0.00-0.02-0.02
208818.0213.40-4.62
----
0.00-0.02-0.02
208917.9513.40-4.55
----
0.00-0.02-0.02
209017.8913.40-4.50
----
0.00-0.02-0.02
209117.8413.39-4.45
----
0.00-0.02-0.02
209217.8013.39-4.41
----
0.00-0.01-0.01
209317.7713.39-4.38
----
0.00-0.01-0.01
209417.7513.39-4.36
----
0.00-0.01-0.01
209517.7413.39-4.35
----
0.00-0.01-0.01
209617.7413.39-4.35
----
0.00-0.01-0.01
209717.7513.39-4.36
----
0.00-0.01-0.01
209817.7713.40-4.38
----
0.00-0.01-0.01

Summarized Estimates

Proposal Change from Current Law
Years Cost
rate
Income
rate
Actuarial
balance
Year of reserve
depletion
1
Cost
rate
Income
rate
Actuarial
balance
2023-2097 17.38% 13.63% -3.76% 2033 0.00% -0.15% -0.15%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.