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
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.00-0.00
203116.0113.21-2.79
60
0.000.00-0.00
203216.1513.24-2.91
43
0.010.00-0.01
203316.2813.25-3.03
25
0.010.00-0.01
203416.4013.26-3.14
7
0.020.00-0.02
203516.5113.27-3.24
----
0.030.00-0.03
203616.6013.28-3.33
----
0.050.00-0.04
203716.7013.28-3.41
----
0.060.00-0.06
203816.7813.29-3.49
----
0.080.00-0.08
203916.8513.30-3.55
----
0.100.00-0.10
204016.9113.30-3.61
----
0.130.00-0.12
204116.9613.31-3.65
----
0.150.01-0.14
204216.9913.31-3.68
----
0.170.01-0.17
204317.0313.31-3.72
----
0.200.01-0.19
204417.0713.31-3.76
----
0.220.01-0.22
204517.1113.32-3.79
----
0.250.01-0.24
204617.1513.32-3.83
----
0.270.01-0.26
204717.2013.32-3.87
----
0.300.01-0.28
204817.2513.33-3.92
----
0.320.01-0.31
204917.3013.33-3.96
----
0.340.01-0.33
205017.3513.34-4.01
----
0.360.02-0.35
205117.4013.34-4.06
----
0.380.02-0.37
205217.4613.35-4.12
----
0.400.02-0.39
205317.5313.35-4.18
----
0.420.02-0.41
205417.6113.36-4.25
----
0.440.02-0.42
205517.6913.36-4.33
----
0.460.02-0.44
205617.7813.37-4.41
----
0.480.02-0.46
205717.8813.38-4.50
----
0.500.02-0.47
205817.9713.38-4.59
----
0.510.02-0.49
205918.0713.39-4.68
----
0.530.02-0.50
206018.1613.40-4.76
----
0.540.03-0.52
206118.2513.41-4.84
----
0.560.03-0.53
206218.3313.41-4.92
----
0.570.03-0.54
206318.4113.42-4.99
----
0.580.03-0.55
206418.4813.42-5.05
----
0.590.03-0.56
206518.5513.43-5.12
----
0.600.03-0.57
206618.6213.43-5.18
----
0.610.03-0.58
206718.6813.44-5.24
----
0.620.03-0.59
206818.7413.44-5.30
----
0.630.03-0.60
206918.8113.45-5.36
----
0.630.03-0.60
207018.8713.45-5.42
----
0.640.03-0.61
207118.9313.46-5.47
----
0.650.03-0.61
207218.9813.46-5.52
----
0.650.03-0.62
207319.0413.47-5.57
----
0.660.03-0.62
207419.0913.47-5.61
----
0.660.03-0.63
207519.1313.48-5.65
----
0.660.03-0.63
207619.1513.48-5.68
----
0.670.03-0.63
207719.1713.48-5.69
----
0.670.03-0.63
207819.1713.48-5.69
----
0.670.03-0.64
207919.1613.48-5.68
----
0.670.03-0.64
208019.1413.48-5.66
----
0.670.03-0.64
208119.1013.48-5.63
----
0.670.03-0.64
208219.0613.48-5.59
----
0.670.03-0.64
208319.0213.47-5.54
----
0.670.03-0.64
208418.9613.47-5.49
----
0.670.03-0.64
208518.9013.47-5.43
----
0.670.03-0.63
208618.8313.46-5.36
----
0.670.03-0.63
208718.7613.46-5.30
----
0.670.03-0.63
208818.6813.45-5.23
----
0.660.03-0.63
208918.6213.45-5.17
----
0.660.03-0.63
209018.5613.45-5.11
----
0.660.03-0.63
209118.5013.44-5.06
----
0.660.03-0.63
209218.4613.44-5.02
----
0.660.03-0.63
209318.4313.44-4.99
----
0.660.03-0.63
209418.4113.44-4.98
----
0.660.03-0.63
209518.4013.44-4.97
----
0.660.03-0.63
209618.4013.44-4.97
----
0.660.03-0.63
209718.4113.44-4.98
----
0.660.03-0.63
209818.4313.44-4.99
----
0.660.03-0.63

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 17.78% 13.79% -3.98% 2034 0.39% 0.02% -0.37%

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