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
0.000.000.00
203316.0713.24-2.83
26
0.000.000.00
203416.1513.27-2.88
9
0.000.000.00
203516.2313.28-2.95

0.000.000.00
203616.3213.29-3.04

0.000.000.00
203716.4113.29-3.12

0.000.000.00
203816.4913.30-3.19

-0.000.000.00
203916.5513.31-3.24

-0.00-0.000.00
204016.6013.32-3.29

-0.00-0.000.00
204116.6413.32-3.32

-0.00-0.000.00
204216.6813.32-3.35

-0.00-0.000.00
204316.7113.33-3.38

-0.00-0.000.00
204416.7413.33-3.41

-0.00-0.000.00
204516.7713.34-3.44

-0.00-0.000.00
204616.8013.34-3.46

-0.00-0.000.00
204716.8313.34-3.49

-0.01-0.000.01
204816.8713.35-3.52

-0.01-0.000.01
204916.9113.35-3.56

-0.01-0.000.01
205016.9613.36-3.60

-0.02-0.000.01
205117.0013.36-3.64

-0.02-0.000.02
205217.0613.37-3.69

-0.02-0.000.02
205317.1213.37-3.75

-0.03-0.000.03
205417.1813.38-3.81

-0.03-0.000.03
205517.2613.38-3.88

-0.04-0.000.04
205617.3413.39-3.95

-0.05-0.000.04
205717.4213.40-4.03

-0.05-0.000.05
205817.5113.40-4.11

-0.06-0.000.06
205917.5913.41-4.18

-0.07-0.000.06
206017.6713.42-4.25

-0.07-0.000.07
206117.7413.42-4.31

-0.08-0.000.08
206217.8013.43-4.37

-0.09-0.010.08
206317.8713.44-4.43

-0.10-0.010.09
206417.9213.44-4.48

-0.11-0.010.10
206517.9813.45-4.54

-0.11-0.010.11
206618.0513.45-4.59

-0.12-0.010.12
206718.1113.46-4.65

-0.13-0.010.12
206818.1713.46-4.70

-0.14-0.010.13
206918.2313.47-4.76

-0.15-0.010.14
207018.3013.47-4.82

-0.16-0.010.15
207118.3613.48-4.88

-0.17-0.010.16
207218.4213.48-4.94

-0.18-0.010.17
207318.4813.49-4.99

-0.19-0.010.18
207418.5413.49-5.05

-0.20-0.010.19
207518.5913.50-5.09

-0.21-0.010.19
207618.6413.50-5.13

-0.22-0.010.20
207718.6713.51-5.16

-0.22-0.010.21
207818.6913.51-5.19

-0.23-0.010.22
207918.7113.51-5.20

-0.24-0.020.22
208018.7113.51-5.20

-0.24-0.020.23
208118.7113.51-5.19

-0.25-0.020.24
208218.6913.51-5.18

-0.26-0.020.24
208318.6713.51-5.16

-0.26-0.020.24
208418.6413.51-5.13

-0.27-0.020.25
208518.6013.51-5.09

-0.27-0.020.25
208618.5513.51-5.04

-0.27-0.020.26
208718.4913.50-4.99

-0.28-0.020.26
208818.4313.50-4.93

-0.28-0.020.26
208918.3613.50-4.87

-0.28-0.020.26
209018.3013.49-4.80

-0.28-0.020.26
209118.2313.49-4.75

-0.28-0.020.27
209218.1813.48-4.70

-0.28-0.020.27
209318.1313.48-4.65

-0.29-0.020.27
209418.1013.48-4.62

-0.29-0.020.27
209518.0713.48-4.59

-0.29-0.020.27
209618.0513.48-4.58

-0.29-0.020.27
209718.0413.48-4.57

-0.29-0.020.27
209818.0413.48-4.56

-0.29-0.020.27
209918.0513.48-4.57

-0.29-0.020.27
210018.0613.48-4.58

-0.29-0.020.27

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 17.51% 13.78% -3.73% 2034 -0.10% -0.01% 0.10%

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