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
202515.0414.12-0.93
168
0.001.141.14
202615.2314.35-0.88
156
-0.001.271.27
202715.3814.42-0.96
146
-0.001.331.33
202815.5514.51-1.04
137
-0.001.381.38
202915.7214.59-1.13
127
-0.001.431.43
203015.8714.67-1.20
117
-0.001.491.49
203116.0014.76-1.25
108
0.001.541.54
203216.1514.84-1.31
99
0.001.601.60
203316.2714.90-1.37
90
0.001.651.65
203416.3914.95-1.43
81
0.001.691.69
203516.4815.01-1.47
72
0.001.741.74
203616.5615.07-1.50
64
0.001.791.79
203716.6415.12-1.52
55
0.011.841.84
203816.7015.18-1.52
47
0.011.901.89
203916.7515.24-1.51
38
0.011.951.94
204016.7915.30-1.49
30
0.012.012.00
204116.8215.37-1.45
21
0.012.072.06
204216.8315.43-1.40
13
0.012.132.12
204316.8415.50-1.35
5
0.012.202.18
204416.8615.57-1.29
----
0.012.262.25
204516.8815.64-1.24
----
0.022.332.31
204616.9015.71-1.19
----
0.022.402.38
204716.9215.79-1.14
----
0.022.472.45
204816.9515.83-1.12
----
0.022.512.49
204916.9815.83-1.15
----
0.022.512.49
205017.0115.84-1.18
----
0.022.512.49
205117.0415.84-1.21
----
0.032.522.49
205217.0915.84-1.24
----
0.032.522.49
205317.1415.85-1.29
----
0.032.522.49
205417.2015.86-1.34
----
0.032.522.49
205517.2715.86-1.40
----
0.032.522.49
205617.3415.87-1.47
----
0.042.522.48
205717.4215.88-1.54
----
0.042.522.48
205817.5015.88-1.62
----
0.042.522.48
205917.5815.89-1.69
----
0.042.522.48
206017.6615.90-1.76
----
0.042.522.48
206117.7415.90-1.83
----
0.052.522.48
206217.8115.91-1.90
----
0.052.532.48
206317.8715.92-1.96
----
0.052.532.48
206417.9415.92-2.02
----
0.052.532.47
206518.0015.93-2.07
----
0.052.532.47
206618.0615.93-2.13
----
0.062.532.47
206718.1215.94-2.18
----
0.062.532.47
206818.1715.94-2.23
----
0.062.532.47
206918.2315.95-2.29
----
0.062.532.47
207018.2915.95-2.34
----
0.062.532.47
207118.3515.96-2.39
----
0.062.532.47
207218.4015.96-2.43
----
0.072.532.47
207318.4515.97-2.48
----
0.072.532.47
207418.5015.97-2.52
----
0.072.532.47
207518.5315.98-2.56
----
0.072.532.47
207618.5615.98-2.58
----
0.072.542.47
207718.5715.98-2.59
----
0.072.542.46
207818.5815.98-2.59
----
0.072.542.46
207918.5615.98-2.58
----
0.072.542.46
208018.5415.98-2.56
----
0.072.542.46
208118.5115.98-2.53
----
0.072.542.46
208218.4715.98-2.49
----
0.072.542.46
208318.4215.98-2.44
----
0.082.542.46
208418.3615.98-2.39
----
0.082.542.46
208518.3015.97-2.33
----
0.082.542.46
208618.2415.97-2.27
----
0.082.542.46
208718.1715.97-2.20
----
0.082.542.47
208818.1015.96-2.13
----
0.082.542.47
208918.0315.96-2.07
----
0.082.542.47
209017.9715.96-2.01
----
0.082.542.47
209117.9215.95-1.96
----
0.082.542.47
209217.8815.95-1.93
----
0.082.542.47
209317.8515.95-1.90
----
0.082.542.47
209417.8315.95-1.88
----
0.082.542.47
209517.8215.95-1.87
----
0.082.552.47
209617.8215.95-1.87
----
0.082.552.47
209717.8315.95-1.88
----
0.082.552.47
209817.8515.95-1.90
----
0.082.552.47

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 17.42% 15.97% -1.45% 2043 0.04% 2.19% 2.16%

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