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
202415.6012.91-2.69
178
0.740.03-0.71
202515.7913.00-2.79
156
0.750.03-0.72
202615.9913.12-2.87
134
0.760.04-0.72
202716.1413.13-3.01
113
0.760.04-0.73
202816.3313.17-3.16
92
0.770.04-0.73
202916.5013.20-3.30
71
0.780.04-0.74
203016.6613.23-3.43
50
0.790.04-0.75
203116.8013.25-3.54
29
0.790.04-0.75
203216.9513.28-3.67
9
0.800.04-0.76
203317.0813.29-3.78
----
0.810.04-0.76
203417.2013.30-3.89
----
0.810.04-0.77
203517.3013.31-3.98
----
0.820.04-0.77
203617.3813.32-4.06
----
0.820.05-0.78
203717.4613.33-4.13
----
0.830.05-0.78
203817.5313.33-4.19
----
0.830.05-0.78
203917.5813.34-4.24
----
0.830.05-0.79
204017.6113.34-4.27
----
0.830.05-0.79
204117.6413.35-4.29
----
0.830.05-0.79
204217.6513.35-4.30
----
0.830.05-0.79
204317.6713.35-4.32
----
0.840.05-0.79
204417.6813.35-4.33
----
0.840.05-0.79
204517.7013.35-4.34
----
0.840.05-0.79
204617.7213.36-4.36
----
0.840.05-0.79
204717.7413.36-4.38
----
0.840.05-0.79
204817.7713.36-4.40
----
0.840.05-0.79
204917.8013.37-4.43
----
0.840.05-0.79
205017.8313.37-4.46
----
0.840.05-0.80
205117.8613.37-4.49
----
0.850.05-0.80
205217.9113.38-4.53
----
0.850.05-0.80
205317.9613.38-4.58
----
0.850.05-0.80
205418.0213.39-4.63
----
0.850.05-0.80
205518.0913.39-4.70
----
0.860.05-0.81
205618.1613.40-4.77
----
0.860.05-0.81
205718.2413.40-4.84
----
0.860.05-0.81
205818.3313.41-4.92
----
0.870.05-0.82
205918.4113.42-4.99
----
0.870.05-0.82
206018.4913.42-5.07
----
0.880.05-0.83
206118.5713.43-5.14
----
0.880.05-0.83
206218.6413.44-5.21
----
0.880.05-0.83
206318.7113.44-5.27
----
0.890.05-0.84
206418.7713.45-5.33
----
0.890.05-0.84
206518.8413.45-5.39
----
0.890.05-0.84
206618.9013.46-5.44
----
0.900.05-0.84
206718.9613.46-5.50
----
0.900.05-0.85
206819.0213.47-5.55
----
0.900.05-0.85
206919.0813.47-5.61
----
0.900.05-0.85
207019.1413.48-5.66
----
0.910.05-0.85
207119.1913.48-5.71
----
0.910.05-0.86
207219.2513.48-5.76
----
0.910.05-0.86
207319.3013.49-5.81
----
0.910.05-0.86
207419.3413.49-5.85
----
0.920.05-0.86
207519.3813.50-5.89
----
0.920.05-0.87
207619.4113.50-5.91
----
0.920.05-0.87
207719.4213.50-5.92
----
0.920.05-0.87
207819.4213.50-5.92
----
0.920.05-0.87
207919.4113.50-5.91
----
0.920.05-0.87
208019.3913.50-5.89
----
0.920.05-0.87
208119.3513.50-5.85
----
0.920.05-0.86
208219.3113.50-5.81
----
0.920.05-0.86
208319.2613.49-5.76
----
0.910.05-0.86
208419.2013.49-5.71
----
0.910.05-0.86
208519.1313.49-5.65
----
0.910.05-0.85
208619.0613.48-5.58
----
0.900.05-0.85
208718.9913.48-5.51
----
0.900.05-0.85
208818.9213.47-5.44
----
0.900.05-0.84
208918.8513.47-5.38
----
0.890.05-0.84
209018.7813.47-5.32
----
0.890.05-0.84
209118.7313.46-5.27
----
0.890.05-0.84
209218.6913.46-5.23
----
0.890.05-0.83
209318.6613.46-5.20
----
0.890.05-0.83
209418.6413.46-5.18
----
0.880.05-0.83
209518.6313.46-5.17
----
0.880.05-0.83
209618.6313.46-5.17
----
0.880.05-0.83
209718.6413.46-5.18
----
0.880.05-0.83
209818.6613.46-5.20
----
0.890.05-0.83

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 18.24% 13.82% -4.41% 2032 0.85% 0.05% -0.81%

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