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
202515.1512.98-2.17
167
0.110.00-0.10
202615.3413.09-2.25
148
0.110.01-0.10
202715.4913.10-2.39
129
0.110.01-0.10
202815.6613.14-2.53
111
0.110.01-0.10
202915.8313.17-2.66
93
0.110.01-0.10
203015.9813.19-2.79
75
0.110.01-0.10
203116.1113.22-2.89
57
0.110.01-0.10
203216.2613.24-3.01
38
0.110.01-0.10
203316.3813.26-3.13
20
0.110.01-0.11
203416.5013.27-3.23
1
0.110.01-0.11
203516.5913.27-3.32
----
0.110.01-0.11
203616.6713.28-3.39
----
0.110.01-0.11
203716.7513.29-3.46
----
0.110.01-0.11
203816.8113.29-3.52
----
0.110.01-0.11
203916.8613.30-3.56
----
0.110.01-0.11
204016.9013.30-3.59
----
0.110.01-0.11
204116.9213.31-3.61
----
0.110.01-0.11
204216.9313.31-3.62
----
0.110.01-0.11
204316.9413.31-3.63
----
0.110.01-0.11
204416.9613.31-3.65
----
0.110.01-0.11
204516.9813.31-3.66
----
0.110.01-0.11
204616.9913.32-3.68
----
0.110.01-0.11
204717.0213.32-3.70
----
0.110.01-0.11
204817.0413.32-3.72
----
0.110.01-0.11
204917.0713.32-3.74
----
0.110.01-0.11
205017.1013.33-3.77
----
0.110.01-0.11
205117.1313.33-3.80
----
0.110.01-0.11
205217.1713.33-3.84
----
0.110.01-0.11
205317.2213.34-3.88
----
0.110.01-0.11
205417.2813.34-3.93
----
0.110.01-0.11
205517.3413.35-3.99
----
0.110.01-0.11
205617.4213.35-4.06
----
0.110.01-0.11
205717.4913.36-4.13
----
0.110.01-0.11
205817.5713.37-4.20
----
0.110.01-0.11
205917.6513.37-4.28
----
0.110.01-0.11
206017.7313.38-4.35
----
0.110.01-0.11
206117.8013.39-4.42
----
0.110.01-0.11
206217.8713.39-4.48
----
0.110.01-0.11
206317.9413.40-4.54
----
0.110.01-0.11
206418.0013.40-4.60
----
0.110.01-0.11
206518.0613.41-4.65
----
0.120.01-0.11
206618.1213.41-4.71
----
0.120.01-0.11
206718.1813.42-4.76
----
0.120.01-0.11
206818.2313.42-4.81
----
0.120.01-0.11
206918.2913.43-4.86
----
0.120.01-0.11
207018.3513.43-4.92
----
0.120.01-0.11
207118.4013.43-4.97
----
0.120.01-0.11
207218.4513.44-5.01
----
0.120.01-0.11
207318.5013.44-5.06
----
0.120.01-0.11
207418.5513.45-5.10
----
0.120.01-0.11
207518.5813.45-5.13
----
0.120.01-0.11
207618.6113.45-5.16
----
0.120.01-0.11
207718.6213.45-5.17
----
0.120.01-0.11
207818.6213.46-5.17
----
0.120.01-0.11
207918.6113.46-5.15
----
0.120.01-0.11
208018.5813.45-5.13
----
0.120.01-0.11
208118.5513.45-5.10
----
0.120.01-0.11
208218.5113.45-5.06
----
0.120.01-0.11
208318.4613.45-5.01
----
0.120.01-0.11
208418.4113.44-4.96
----
0.120.01-0.11
208518.3413.44-4.90
----
0.120.01-0.11
208618.2813.44-4.84
----
0.120.01-0.11
208718.2113.43-4.77
----
0.120.01-0.11
208818.1313.43-4.71
----
0.110.01-0.11
208918.0713.42-4.64
----
0.110.01-0.11
209018.0113.42-4.59
----
0.110.01-0.11
209117.9513.42-4.54
----
0.110.01-0.11
209217.9113.41-4.50
----
0.110.01-0.11
209317.8813.41-4.47
----
0.110.01-0.10
209417.8613.41-4.45
----
0.110.01-0.10
209517.8613.41-4.44
----
0.110.01-0.10
209617.8613.41-4.44
----
0.110.01-0.10
209717.8613.41-4.45
----
0.110.01-0.10
209817.8813.41-4.47
----
0.110.01-0.10

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 17.49% 13.78% -3.71% 2034 0.11% 0.01% -0.10%

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