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
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.24-2.14
131
0.000.140.14
202815.5513.41-2.14
114
0.000.280.28
202915.7213.59-2.13
99
0.000.420.42
203015.8713.75-2.12
83
0.000.570.57
203116.0113.93-2.08
69
0.000.710.71
203216.1514.10-2.05
55
0.000.860.86
203316.2714.26-2.01
43
0.011.011.01
203416.3914.43-1.97
30
0.011.171.16
203516.4914.59-1.90
19
0.011.321.31
203616.5814.76-1.82
7
0.021.481.47
203716.6614.93-1.73
----
0.031.651.62
203816.7314.96-1.77
----
0.031.671.64
203916.7914.98-1.81
----
0.041.691.65
204016.8315.00-1.83
----
0.051.701.65
204116.8715.02-1.85
----
0.061.721.66
204216.9015.04-1.86
----
0.081.741.66
204316.9215.06-1.87
----
0.091.751.66
204416.9515.07-1.88
----
0.111.771.66
204516.9915.09-1.90
----
0.121.781.66
204617.0215.11-1.91
----
0.141.801.66
204717.0715.13-1.94
----
0.161.821.65
204817.1115.15-1.96
----
0.181.831.65
204917.1615.17-1.99
----
0.211.851.64
205017.2215.19-2.03
----
0.231.871.64
205117.2715.21-2.07
----
0.261.881.63
205217.3415.23-2.12
----
0.281.901.62
205317.4215.25-2.17
----
0.311.911.61
205417.5015.27-2.24
----
0.341.931.59
205517.6015.29-2.31
----
0.371.951.58
205617.7115.31-2.39
----
0.401.971.56
205717.8215.34-2.48
----
0.441.981.55
205817.9315.36-2.57
----
0.472.001.53
205918.0515.38-2.67
----
0.512.021.51
206018.1715.41-2.76
----
0.552.031.48
206118.2815.43-2.85
----
0.592.051.46
206218.3915.45-2.94
----
0.632.071.44
206318.5015.48-3.02
----
0.672.091.41
206418.6015.50-3.10
----
0.722.101.39
206518.7115.52-3.19
----
0.762.121.36
206618.8115.54-3.27
----
0.812.141.33
206718.9115.57-3.35
----
0.852.161.30
206819.0215.59-3.43
----
0.902.171.27
206919.1215.61-3.52
----
0.952.191.24
207019.2315.63-3.60
----
1.002.211.21
207119.3315.65-3.68
----
1.052.231.18
207219.4315.67-3.75
----
1.102.241.15
207319.5315.70-3.83
----
1.142.261.12
207419.6215.72-3.90
----
1.192.281.09
207519.7015.74-3.96
----
1.242.301.06
207619.7715.76-4.01
----
1.282.311.03
207719.8315.78-4.05
----
1.322.331.01
207819.8715.80-4.07
----
1.362.350.98
207919.8915.81-4.08
----
1.402.360.96
208019.9115.83-4.08
----
1.442.380.94
208119.9115.84-4.07
----
1.482.400.92
208219.9015.86-4.05
----
1.512.410.90
208319.8915.87-4.02
----
1.542.430.89
208419.8615.88-3.98
----
1.572.450.87
208519.8315.90-3.93
----
1.602.460.86
208619.7915.91-3.88
----
1.632.480.85
208719.7415.92-3.82
----
1.652.500.84
208819.7015.93-3.77
----
1.682.510.83
208919.6615.94-3.71
----
1.702.530.82
209019.6215.96-3.66
----
1.732.540.82
209119.5915.97-3.62
----
1.752.560.81
209219.5715.98-3.59
----
1.772.580.80
209319.5716.00-3.57
----
1.802.590.80
209419.5716.01-3.56
----
1.822.610.79
209519.5916.03-3.56
----
1.842.620.78
209619.6116.04-3.57
----
1.872.640.77
209719.6416.06-3.58
----
1.892.660.77
209819.6916.08-3.61
----
1.912.670.76

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 18.04% 15.55% -2.48% 2036 0.65% 1.78% 1.13%

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