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
0.000.00-0.00
202515.0512.97-2.08
168
0.010.00-0.01
202615.2513.08-2.16
149
0.010.00-0.01
202715.4013.10-2.30
131
0.020.00-0.02
202815.5813.13-2.45
113
0.020.00-0.02
202915.7513.16-2.59
95
0.030.00-0.03
203015.9113.19-2.72
78
0.040.00-0.04
203116.0513.21-2.83
60
0.040.00-0.04
203216.2013.24-2.96
42
0.050.00-0.05
203316.3313.25-3.08
24
0.060.00-0.06
203416.4513.26-3.19
5
0.070.00-0.06
203516.5513.27-3.28
----
0.080.00-0.07
203616.6413.28-3.36
----
0.080.00-0.08
203716.7313.29-3.44
----
0.090.00-0.09
203816.7913.29-3.50
----
0.100.01-0.09
203916.8513.30-3.55
----
0.110.01-0.10
204016.8913.30-3.59
----
0.110.01-0.11
204116.9213.31-3.62
----
0.120.01-0.11
204216.9413.31-3.64
----
0.130.01-0.12
204316.9613.31-3.65
----
0.130.01-0.13
204416.9913.31-3.67
----
0.140.01-0.13
204517.0113.32-3.70
----
0.150.01-0.14
204617.0413.32-3.72
----
0.160.01-0.15
204717.0713.32-3.75
----
0.160.01-0.15
204817.1013.32-3.77
----
0.170.01-0.16
204917.1313.33-3.81
----
0.180.01-0.17
205017.1713.33-3.84
----
0.180.01-0.17
205117.2113.33-3.88
----
0.190.01-0.18
205217.2613.34-3.92
----
0.200.01-0.19
205317.3113.34-3.97
----
0.200.01-0.19
205417.3813.35-4.03
----
0.210.01-0.20
205517.4513.35-4.09
----
0.220.01-0.20
205617.5213.36-4.16
----
0.220.01-0.21
205717.6013.37-4.24
----
0.230.01-0.21
205817.6913.37-4.32
----
0.230.01-0.22
205917.7813.38-4.39
----
0.240.01-0.22
206017.8613.39-4.47
----
0.240.01-0.23
206117.9313.39-4.54
----
0.240.01-0.23
206218.0113.40-4.61
----
0.250.01-0.23
206318.0713.41-4.67
----
0.250.01-0.24
206418.1413.41-4.73
----
0.250.01-0.24
206518.2013.42-4.79
----
0.260.01-0.24
206618.2613.42-4.84
----
0.260.02-0.24
206718.3213.42-4.89
----
0.260.02-0.24
206818.3813.43-4.95
----
0.260.02-0.25
206918.4413.43-5.00
----
0.260.02-0.25
207018.5013.44-5.06
----
0.270.02-0.25
207118.5513.44-5.11
----
0.270.02-0.25
207218.6013.45-5.15
----
0.270.02-0.25
207318.6513.45-5.20
----
0.270.02-0.25
207418.7013.46-5.24
----
0.270.02-0.25
207518.7313.46-5.28
----
0.270.02-0.25
207618.7613.46-5.30
----
0.270.02-0.25
207718.7713.46-5.31
----
0.270.02-0.25
207818.7713.46-5.31
----
0.270.02-0.25
207918.7613.46-5.30
----
0.270.02-0.25
208018.7413.46-5.27
----
0.270.02-0.25
208118.7013.46-5.24
----
0.270.02-0.25
208218.6613.46-5.20
----
0.270.02-0.25
208318.6113.46-5.16
----
0.270.02-0.25
208418.5613.45-5.10
----
0.270.02-0.25
208518.4913.45-5.04
----
0.270.02-0.25
208618.4213.45-4.98
----
0.260.02-0.25
208718.3513.44-4.91
----
0.260.02-0.25
208818.2813.44-4.84
----
0.260.02-0.25
208918.2113.43-4.78
----
0.260.02-0.24
209018.1513.43-4.72
----
0.260.02-0.24
209118.1013.43-4.67
----
0.260.02-0.24
209218.0613.42-4.63
----
0.260.02-0.24
209318.0313.42-4.61
----
0.260.02-0.24
209418.0113.42-4.59
----
0.260.02-0.24
209518.0013.42-4.58
----
0.260.02-0.24
209618.0013.42-4.58
----
0.250.02-0.24
209718.0113.42-4.59
----
0.250.02-0.24
209818.0313.42-4.60
----
0.250.02-0.24

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 17.56% 13.79% -3.78% 2034 0.18% 0.01% -0.17%

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