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
202414.8713.97-0.90
187
0.001.091.09
202515.0414.19-0.85
175
-0.001.221.22
202615.2314.35-0.88
164
-0.001.271.28
202715.3814.42-0.96
153
-0.001.331.33
202815.5514.51-1.04
143
-0.001.381.38
202915.7114.59-1.12
134
-0.011.431.44
203015.8614.67-1.19
124
-0.011.491.49
203115.9914.76-1.24
115
-0.011.541.55
203216.1314.84-1.30
105
-0.011.601.61
203316.2514.89-1.36
96
-0.021.651.66
203416.3614.95-1.41
87
-0.021.691.71
203516.4515.01-1.45
79
-0.021.741.76
203616.5315.06-1.47
71
-0.031.791.82
203716.6115.12-1.48
62
-0.031.841.87
203816.6615.18-1.48
54
-0.031.891.93
203916.7115.24-1.47
46
-0.041.951.98
204016.7415.30-1.44
37
-0.042.002.04
204116.7615.36-1.40
29
-0.042.062.11
204216.7715.43-1.34
21
-0.052.132.17
204316.7815.49-1.29
14
-0.052.192.24
204416.7915.56-1.23
6
-0.052.262.31
204516.8115.63-1.18
----
-0.052.322.38
204616.8215.70-1.12
----
-0.062.392.45
204716.8415.78-1.06
----
-0.062.472.53
204816.8615.82-1.04
----
-0.062.502.57
204916.8915.83-1.06
----
-0.072.512.57
205016.9215.83-1.09
----
-0.072.512.58
205116.9515.83-1.12
----
-0.072.512.58
205216.9915.84-1.15
----
-0.072.512.58
205317.0315.84-1.19
----
-0.072.512.58
205417.0915.85-1.24
----
-0.082.512.59
205517.1515.85-1.30
----
-0.082.512.59
205617.2215.86-1.36
----
-0.082.512.59
205717.3015.87-1.43
----
-0.082.512.59
205817.3815.87-1.50
----
-0.082.512.59
205917.4615.88-1.58
----
-0.082.512.60
206017.5315.89-1.65
----
-0.082.512.60
206117.6115.89-1.71
----
-0.082.512.60
206217.6815.90-1.78
----
-0.082.512.60
206317.7415.91-1.84
----
-0.082.512.60
206417.8015.91-1.89
----
-0.082.522.60
206517.8615.92-1.94
----
-0.082.522.60
206617.9215.92-2.00
----
-0.082.522.60
206717.9815.93-2.05
----
-0.082.522.60
206818.0315.93-2.10
----
-0.082.522.60
206918.0915.94-2.15
----
-0.082.522.60
207018.1515.94-2.21
----
-0.082.522.60
207118.2015.95-2.26
----
-0.082.522.60
207218.2515.95-2.30
----
-0.082.522.60
207318.3015.96-2.35
----
-0.082.522.60
207418.3515.96-2.39
----
-0.082.522.60
207518.3915.96-2.42
----
-0.082.522.60
207618.4115.97-2.44
----
-0.082.522.60
207718.4315.97-2.46
----
-0.082.522.60
207818.4315.97-2.46
----
-0.082.522.60
207918.4115.97-2.44
----
-0.082.522.60
208018.3915.97-2.42
----
-0.072.522.60
208118.3615.97-2.39
----
-0.072.522.60
208218.3215.97-2.35
----
-0.072.532.60
208318.2715.97-2.31
----
-0.072.532.60
208418.2215.96-2.25
----
-0.072.532.60
208518.1615.96-2.20
----
-0.072.532.60
208618.0915.96-2.13
----
-0.072.532.60
208718.0215.95-2.07
----
-0.072.532.60
208817.9515.95-2.00
----
-0.072.532.60
208917.8815.95-1.94
----
-0.072.532.60
209017.8315.94-1.88
----
-0.072.532.60
209117.7715.94-1.83
----
-0.072.532.60
209217.7315.94-1.80
----
-0.072.532.60
209317.7115.94-1.77
----
-0.072.532.60
209417.6915.94-1.75
----
-0.072.532.60
209517.6815.94-1.74
----
-0.072.532.60
209617.6815.94-1.74
----
-0.072.532.60
209717.6915.94-1.75
----
-0.072.532.60
209817.7115.94-1.77
----
-0.072.532.60

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 17.33% 15.98% -1.35% 2044 -0.06% 2.20% 2.26%

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