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
202414.8512.89-1.97
187
-0.02-0.000.02
202515.0112.97-2.04
168
-0.03-0.000.03
202615.1813.08-2.10
150
-0.05-0.000.05
202715.3213.09-2.22
133
-0.07-0.000.07
202815.4713.13-2.34
115
-0.09-0.000.08
202915.6113.16-2.45
98
-0.10-0.000.10
203015.7513.18-2.56
81
-0.12-0.000.12
203115.8613.21-2.65
64
-0.14-0.000.14
203215.9513.23-2.72
47
-0.20-0.010.19
203316.0113.24-2.77
30
-0.25-0.010.25
203416.0713.25-2.82
13
-0.32-0.010.31
203516.1013.25-2.84
----
-0.38-0.010.37
203616.1013.26-2.84
----
-0.46-0.020.44
203716.1113.26-2.85
----
-0.53-0.020.51
203816.1013.26-2.83
----
-0.60-0.020.57
203916.0813.27-2.82
----
-0.66-0.030.64
204016.0513.27-2.79
----
-0.73-0.030.70
204116.0213.27-2.75
----
-0.79-0.030.76
204215.9713.27-2.70
----
-0.85-0.040.81
204315.9213.26-2.66
----
-0.91-0.040.87
204415.8813.26-2.62
----
-0.96-0.040.92
204515.8413.26-2.58
----
-1.02-0.050.97
204615.8113.26-2.55
----
-1.07-0.051.02
204715.7813.26-2.52
----
-1.12-0.051.07
204815.7513.26-2.49
----
-1.17-0.051.12
204915.7313.26-2.47
----
-1.23-0.061.17
205015.7113.26-2.44
----
-1.28-0.061.22
205115.6813.26-2.42
----
-1.33-0.061.27
205215.6713.26-2.41
----
-1.39-0.071.32
205315.6713.26-2.40
----
-1.44-0.071.37
205415.6713.27-2.41
----
-1.49-0.071.42
205515.6913.27-2.42
----
-1.54-0.071.47
205615.7113.27-2.44
----
-1.59-0.081.51
205715.7413.27-2.47
----
-1.64-0.081.56
205815.7813.28-2.50
----
-1.68-0.081.60
205915.8113.28-2.53
----
-1.72-0.091.64
206015.8513.29-2.57
----
-1.76-0.091.68
206115.8913.29-2.60
----
-1.80-0.091.71
206215.9213.29-2.63
----
-1.84-0.091.74
206315.9613.30-2.66
----
-1.87-0.091.77
206415.9913.30-2.69
----
-1.90-0.101.80
206516.0313.30-2.72
----
-1.92-0.101.82
206616.0713.31-2.77
----
-1.93-0.101.83
206716.1113.31-2.80
----
-1.95-0.101.85
206816.1413.31-2.83
----
-1.97-0.101.87
206916.1813.32-2.86
----
-1.99-0.101.89
207016.2113.32-2.89
----
-2.02-0.101.92
207116.2413.32-2.92
----
-2.04-0.101.94
207216.2613.33-2.94
----
-2.07-0.101.96
207316.2913.33-2.96
----
-2.09-0.111.99
207416.3113.33-2.98
----
-2.12-0.112.01
207516.3313.33-2.99
----
-2.14-0.112.03
207616.3313.34-3.00
----
-2.16-0.112.05
207716.3313.34-2.99
----
-2.17-0.112.06
207816.3113.34-2.98
----
-2.19-0.112.08
207916.2813.33-2.95
----
-2.21-0.112.09
208016.2513.33-2.92
----
-2.22-0.112.10
208116.2113.33-2.88
----
-2.23-0.112.11
208216.1613.33-2.83
----
-2.23-0.122.12
208316.1113.33-2.78
----
-2.24-0.122.12
208416.0413.32-2.72
----
-2.25-0.122.13
208515.9813.32-2.66
----
-2.25-0.122.14
208615.9013.31-2.58
----
-2.26-0.122.15
208715.8213.31-2.51
----
-2.27-0.122.16
208815.7413.30-2.44
----
-2.28-0.122.16
208915.6613.30-2.37
----
-2.29-0.122.17
209015.5813.29-2.28
----
-2.31-0.122.20
209115.5113.29-2.22
----
-2.33-0.122.21
209215.4513.29-2.16
----
-2.35-0.122.23
209315.3813.28-2.10
----
-2.39-0.122.27
209415.3213.28-2.04
----
-2.43-0.122.31
209515.2613.28-1.99
----
-2.48-0.132.35
209615.1913.27-1.92
----
-2.55-0.132.42
209715.1513.27-1.87
----
-2.61-0.132.47
209815.1213.27-1.85
----
-2.65-0.132.51

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 15.99% 13.71% -2.28% 2034 -1.39% -0.07% 1.33%

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