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
202515.1512.80-2.35
169
0.000.000.00
202615.2913.03-2.25
149
0.000.000.00
202715.4813.08-2.39
131
0.000.000.00
202815.5913.11-2.48
113
0.000.000.00
202915.6913.14-2.55
95
0.000.000.00
203015.8013.16-2.64
78
0.000.000.00
203115.9113.18-2.73
60
0.000.000.00
203216.0013.20-2.80
43
-0.00-0.000.00
203316.0713.24-2.83
26
-0.00-0.000.00
203416.1413.26-2.88
9
-0.00-0.000.00
203516.2213.28-2.95

-0.01-0.000.01
203616.3113.28-3.02

-0.02-0.000.01
203716.3913.29-3.10

-0.02-0.000.02
203816.4513.30-3.15

-0.04-0.000.04
203916.5013.31-3.19

-0.06-0.000.05
204016.5313.31-3.21

-0.08-0.000.07
204116.5413.31-3.23

-0.10-0.010.10
204216.5413.32-3.22

-0.14-0.010.13
204316.5413.32-3.22

-0.17-0.010.16
204416.5313.32-3.21

-0.21-0.010.20
204516.5213.32-3.19

-0.26-0.010.24
204616.5013.32-3.17

-0.31-0.020.29
204716.4813.32-3.15

-0.36-0.020.34
204816.4613.32-3.14

-0.42-0.020.39
204916.4513.32-3.12

-0.48-0.030.45
205016.4313.33-3.11

-0.54-0.030.51
205116.4213.33-3.09

-0.60-0.040.57
205216.4113.33-3.08

-0.67-0.040.63
205316.4013.33-3.07

-0.75-0.040.70
205416.4013.33-3.07

-0.82-0.050.77
205516.4013.33-3.07

-0.90-0.050.85
205616.4113.33-3.07

-0.98-0.060.92
205716.4213.34-3.08

-1.06-0.061.00
205816.4313.34-3.09

-1.14-0.071.08
205916.4313.34-3.09

-1.23-0.071.15
206016.4313.34-3.09

-1.31-0.081.23
206116.4313.35-3.08

-1.39-0.081.31
206216.4213.35-3.07

-1.47-0.091.38
206316.4113.35-3.06

-1.56-0.091.46
206416.3913.35-3.05

-1.64-0.101.54
206516.3813.35-3.03

-1.72-0.101.61
206616.3713.35-3.02

-1.80-0.111.69
206716.3613.35-3.01

-1.88-0.121.76
206816.3513.35-3.00

-1.96-0.121.84
206916.3413.35-2.99

-2.04-0.131.91
207016.3413.35-2.98

-2.12-0.131.99
207116.3313.35-2.98

-2.20-0.142.06
207216.3213.35-2.97

-2.28-0.142.14
207316.3113.36-2.96

-2.36-0.152.21
207416.3013.36-2.95

-2.44-0.152.29
207516.2913.36-2.93

-2.52-0.162.36
207616.2613.36-2.90

-2.59-0.162.43
207716.2313.35-2.87

-2.67-0.172.50
207816.1913.35-2.83

-2.74-0.172.57
207916.1413.35-2.79

-2.81-0.182.63
208016.0813.35-2.73

-2.88-0.182.70
208116.0113.35-2.67

-2.94-0.182.76
208215.9413.34-2.60

-3.01-0.192.82
208315.8613.34-2.53

-3.07-0.192.88
208415.7813.33-2.45

-3.13-0.202.93
208515.6813.33-2.36

-3.19-0.202.99
208615.5813.32-2.26

-3.24-0.203.04
208715.4713.31-2.16

-3.29-0.213.09
208815.3613.31-2.06

-3.34-0.213.13
208915.2513.30-1.95

-3.39-0.213.18
209015.1413.29-1.85

-3.44-0.223.22
209115.0313.29-1.75

-3.48-0.223.27
209214.9313.28-1.65

-3.53-0.223.31
209314.8413.27-1.57

-3.58-0.223.36
209414.7513.27-1.48

-3.63-0.233.40
209514.6813.26-1.41

-3.68-0.233.45
209614.6113.26-1.35

-3.74-0.233.50
209714.5413.26-1.29

-3.79-0.243.55
209814.4913.25-1.23

-3.84-0.243.60
209914.4413.25-1.19

-3.90-0.253.65
210014.4013.25-1.15

-3.95-0.253.70

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
2025-2099 16.19% 13.70% -2.49% 2034 -1.42% -0.09% 1.33%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2025 Trustees Report.