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
202214.0512.79-1.26
230
0.000.000.00
202314.3113.04-1.27
211
0.000.000.00
202414.4012.96-1.45
195
-0.050.000.05
202514.5612.97-1.59
179
-0.090.000.09
202614.7413.08-1.66
162
-0.140.000.14
202714.9113.10-1.81
146
-0.190.000.19
202815.0913.14-1.94
131
-0.240.000.24
202915.2313.18-2.06
115
-0.300.000.30
203015.3513.20-2.14
100
-0.380.000.38
203115.4713.23-2.24
85
-0.44-0.000.44
203215.5813.24-2.33
70
-0.49-0.000.49
203315.6913.26-2.43
55
-0.520.000.52
203415.7913.27-2.52
39
-0.540.000.54
203515.8813.28-2.60
24
-0.540.010.54
203615.9713.29-2.68
8
-0.530.010.53
203716.0913.30-2.79
----
-0.490.010.50
203816.2213.31-2.91
----
-0.420.020.44
203916.3513.33-3.02
----
-0.340.030.37
204016.4513.34-3.11
----
-0.270.040.31
204116.5413.35-3.19
----
-0.200.040.24
204216.6313.35-3.28
----
-0.140.050.19
204316.7013.36-3.34
----
-0.080.050.14
204416.7713.36-3.41
----
-0.040.050.09
204516.8313.37-3.46
----
0.010.060.05
204616.8913.37-3.52
----
0.050.060.01
204716.9513.38-3.58
----
0.090.06-0.02
204817.0213.38-3.63
----
0.130.07-0.06
204917.0813.39-3.69
----
0.160.07-0.09
205017.1413.39-3.75
----
0.190.07-0.12
205117.2013.40-3.80
----
0.220.07-0.14
205217.2513.40-3.85
----
0.240.08-0.16
205317.3113.41-3.90
----
0.260.08-0.18
205417.3713.41-3.96
----
0.270.08-0.19
205517.4413.42-4.02
----
0.290.08-0.21
205617.5113.42-4.09
----
0.310.08-0.22
205717.5913.43-4.16
----
0.320.08-0.24
205817.6713.44-4.24
----
0.350.09-0.26
205917.7613.44-4.31
----
0.370.09-0.28
206017.8413.45-4.39
----
0.390.09-0.30
206117.9113.45-4.46
----
0.400.09-0.31
206217.9813.46-4.52
----
0.410.09-0.32
206318.0513.46-4.58
----
0.420.09-0.33
206418.1113.47-4.64
----
0.430.09-0.34
206518.1713.47-4.70
----
0.440.09-0.35
206618.2313.48-4.75
----
0.440.09-0.35
206718.2813.48-4.80
----
0.450.09-0.36
206818.3413.48-4.86
----
0.450.09-0.36
206918.4013.49-4.92
----
0.460.09-0.37
207018.4713.49-4.97
----
0.470.09-0.37
207118.5313.50-5.03
----
0.470.09-0.38
207218.5913.51-5.09
----
0.480.09-0.39
207318.6613.51-5.14
----
0.490.09-0.40
207418.7113.51-5.20
----
0.500.10-0.41
207518.7613.52-5.25
----
0.510.10-0.41
207618.8113.52-5.29
----
0.520.10-0.43
207718.8413.52-5.32
----
0.530.10-0.44
207818.8613.52-5.33
----
0.540.09-0.44
207918.8513.52-5.32
----
0.530.09-0.44
208018.8313.52-5.31
----
0.530.09-0.44
208118.8113.52-5.29
----
0.530.09-0.44
208218.7813.52-5.26
----
0.530.09-0.44
208318.7313.51-5.22
----
0.530.09-0.44
208418.6813.51-5.17
----
0.520.09-0.43
208518.6213.51-5.11
----
0.520.09-0.43
208618.5613.50-5.06
----
0.510.09-0.42
208718.4913.50-4.99
----
0.510.09-0.42
208818.4213.49-4.93
----
0.510.09-0.42
208918.3613.49-4.88
----
0.510.09-0.43
209018.3113.49-4.82
----
0.520.09-0.43
209118.2613.48-4.78
----
0.520.09-0.43
209218.2213.48-4.74
----
0.520.09-0.43
209318.1913.48-4.71
----
0.520.09-0.43
209418.1713.48-4.69
----
0.520.09-0.43
209518.1613.48-4.68
----
0.510.09-0.42
209618.1613.48-4.68
----
0.510.09-0.42
209718.1613.48-4.68
----
0.520.09-0.42

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
2022-2096 17.36% 13.84% -3.52% 2036 0.16% 0.06% -0.10%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.