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
202414.4512.95-1.49
194
0.000.000.00
202514.6612.97-1.69
177
0.000.000.00
202614.8813.08-1.80
160
0.000.000.00
202715.1013.10-2.00
143
0.000.000.00
202815.3313.14-2.19
126
0.000.000.00
202915.5313.17-2.35
109
0.000.00-0.00
203015.7213.20-2.52
91
0.000.00-0.00
203115.9113.23-2.68
74
0.000.00-0.00
203216.0713.25-2.83
57
0.010.00-0.01
203316.2213.26-2.96
39
0.010.00-0.01
203416.3413.27-3.07
21
0.020.00-0.02
203516.4413.27-3.17
3
0.020.00-0.02
203616.5313.28-3.25
----
0.030.00-0.03
203716.6213.29-3.33
----
0.050.00-0.04
203816.7013.29-3.40
----
0.060.00-0.06
203916.7613.30-3.46
----
0.070.00-0.07
204016.8113.30-3.51
----
0.090.00-0.09
204116.8513.31-3.55
----
0.110.01-0.11
204216.9013.31-3.59
----
0.130.01-0.13
204316.9413.31-3.63
----
0.160.01-0.15
204416.9913.32-3.67
----
0.180.01-0.17
204517.0313.32-3.71
----
0.210.01-0.20
204617.0813.32-3.75
----
0.240.01-0.22
204717.1313.33-3.80
----
0.260.01-0.25
204817.1813.33-3.85
----
0.290.01-0.28
204917.2413.33-3.90
----
0.320.02-0.31
205017.3013.34-3.96
----
0.350.02-0.33
205117.3613.34-4.02
----
0.380.02-0.36
205217.4213.35-4.07
----
0.410.02-0.38
205317.4913.35-4.14
----
0.430.02-0.41
205417.5613.36-4.20
----
0.460.02-0.43
205517.6313.36-4.27
----
0.480.03-0.46
205617.7113.37-4.34
----
0.510.03-0.48
205717.7913.37-4.42
----
0.530.03-0.50
205817.8713.38-4.49
----
0.550.03-0.52
205917.9613.39-4.57
----
0.570.03-0.54
206018.0413.39-4.65
----
0.590.03-0.56
206118.1213.40-4.72
----
0.610.03-0.57
206218.2013.40-4.79
----
0.620.03-0.59
206318.2713.41-4.86
----
0.640.04-0.60
206418.3313.41-4.92
----
0.650.04-0.62
206518.4013.42-4.98
----
0.670.04-0.63
206618.4613.42-5.04
----
0.680.04-0.64
206718.5213.43-5.09
----
0.690.04-0.65
206818.5913.43-5.15
----
0.700.04-0.66
206918.6513.44-5.21
----
0.710.04-0.67
207018.7213.44-5.27
----
0.710.04-0.67
207118.7813.45-5.33
----
0.720.04-0.68
207218.8413.45-5.39
----
0.730.04-0.69
207318.9013.46-5.44
----
0.730.04-0.69
207418.9513.46-5.49
----
0.740.04-0.70
207519.0013.46-5.53
----
0.740.04-0.70
207619.0313.47-5.57
----
0.750.04-0.70
207719.0613.47-5.59
----
0.750.04-0.71
207819.0713.47-5.60
----
0.750.04-0.71
207919.0713.47-5.60
----
0.750.04-0.71
208019.0513.47-5.58
----
0.750.04-0.71
208119.0313.47-5.56
----
0.750.04-0.71
208219.0013.47-5.53
----
0.750.04-0.71
208318.9613.47-5.49
----
0.750.04-0.71
208418.9113.46-5.45
----
0.750.04-0.71
208518.8513.46-5.39
----
0.750.04-0.71
208618.7913.46-5.34
----
0.750.04-0.70
208718.7213.45-5.27
----
0.740.04-0.70
208818.6613.45-5.21
----
0.740.04-0.70
208918.5913.44-5.15
----
0.740.04-0.70
209018.5313.44-5.09
----
0.740.04-0.69
209118.4813.44-5.04
----
0.730.04-0.69
209218.4413.43-5.00
----
0.730.04-0.69
209318.4013.43-4.97
----
0.730.04-0.69
209418.3813.43-4.95
----
0.730.04-0.69
209518.3713.43-4.94
----
0.730.04-0.69
209618.3713.43-4.94
----
0.730.04-0.69
209718.3813.43-4.95
----
0.730.04-0.69

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 17.61% 13.80% -3.81% 2035 0.41% 0.02% -0.39%

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