Detailed Single Year Tables
Description of Proposed Provision:
B3.14: Beginning with those newly eligible for OASDI benefits in 2027, reduce the 15 percent PIA factor by 2 percentage points per year so that it reaches 5 percent for those newly eligible in 2031 and later.
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 |
|||
2025 | 15.15 | 12.80 | -2.35 | 169 | 0.00 | 0.00 | 0.00 | ||
2026 | 15.29 | 13.03 | -2.25 | 149 | 0.00 | 0.00 | 0.00 | ||
2027 | 15.48 | 13.08 | -2.39 | 131 | -0.00 | -0.00 | 0.00 | ||
2028 | 15.59 | 13.11 | -2.48 | 113 | -0.00 | -0.00 | 0.00 | ||
2029 | 15.69 | 13.14 | -2.55 | 95 | -0.00 | -0.00 | 0.00 | ||
2030 | 15.79 | 13.16 | -2.63 | 78 | -0.01 | -0.00 | 0.01 | ||
2031 | 15.90 | 13.18 | -2.72 | 61 | -0.01 | -0.00 | 0.01 | ||
2032 | 15.99 | 13.20 | -2.78 | 43 | -0.02 | -0.00 | 0.02 | ||
2033 | 16.04 | 13.24 | -2.80 | 26 | -0.03 | -0.00 | 0.03 | ||
2034 | 16.11 | 13.26 | -2.84 | 9 | -0.04 | -0.00 | 0.04 | ||
2035 | 16.18 | 13.27 | -2.90 | — | -0.05 | -0.00 | 0.05 | ||
2036 | 16.25 | 13.28 | -2.97 | — | -0.07 | -0.00 | 0.07 | ||
2037 | 16.32 | 13.29 | -3.03 | — | -0.10 | -0.01 | 0.09 | ||
2038 | 16.37 | 13.30 | -3.07 | — | -0.12 | -0.01 | 0.12 | ||
2039 | 16.40 | 13.30 | -3.10 | — | -0.15 | -0.01 | 0.14 | ||
2040 | 16.43 | 13.31 | -3.12 | — | -0.17 | -0.01 | 0.16 | ||
2041 | 16.45 | 13.31 | -3.14 | — | -0.20 | -0.01 | 0.19 | ||
2042 | 16.45 | 13.31 | -3.14 | — | -0.22 | -0.01 | 0.21 | ||
2043 | 16.46 | 13.31 | -3.15 | — | -0.25 | -0.01 | 0.23 | ||
2044 | 16.47 | 13.32 | -3.16 | — | -0.27 | -0.02 | 0.25 | ||
2045 | 16.48 | 13.32 | -3.16 | — | -0.29 | -0.02 | 0.28 | ||
2046 | 16.49 | 13.32 | -3.17 | — | -0.32 | -0.02 | 0.30 | ||
2047 | 16.50 | 13.32 | -3.18 | — | -0.34 | -0.02 | 0.32 | ||
2048 | 16.52 | 13.33 | -3.19 | — | -0.36 | -0.02 | 0.34 | ||
2049 | 16.55 | 13.33 | -3.22 | — | -0.38 | -0.02 | 0.36 | ||
2050 | 16.57 | 13.33 | -3.24 | — | -0.40 | -0.02 | 0.37 | ||
2051 | 16.60 | 13.34 | -3.27 | — | -0.42 | -0.03 | 0.39 | ||
2052 | 16.65 | 13.34 | -3.31 | — | -0.43 | -0.03 | 0.41 | ||
2053 | 16.69 | 13.34 | -3.35 | — | -0.45 | -0.03 | 0.42 | ||
2054 | 16.75 | 13.35 | -3.40 | — | -0.47 | -0.03 | 0.44 | ||
2055 | 16.82 | 13.36 | -3.46 | — | -0.48 | -0.03 | 0.45 | ||
2056 | 16.89 | 13.36 | -3.53 | — | -0.49 | -0.03 | 0.46 | ||
2057 | 16.97 | 13.37 | -3.60 | — | -0.51 | -0.03 | 0.48 | ||
2058 | 17.05 | 13.38 | -3.68 | — | -0.52 | -0.03 | 0.49 | ||
2059 | 17.13 | 13.38 | -3.75 | — | -0.53 | -0.03 | 0.50 | ||
2060 | 17.21 | 13.39 | -3.82 | — | -0.54 | -0.03 | 0.50 | ||
2061 | 17.27 | 13.40 | -3.88 | — | -0.54 | -0.03 | 0.51 | ||
2062 | 17.34 | 13.40 | -3.94 | — | -0.55 | -0.03 | 0.52 | ||
2063 | 17.41 | 13.41 | -4.00 | — | -0.56 | -0.03 | 0.52 | ||
2064 | 17.47 | 13.41 | -4.06 | — | -0.56 | -0.04 | 0.53 | ||
2065 | 17.53 | 13.42 | -4.12 | — | -0.57 | -0.04 | 0.53 | ||
2066 | 17.60 | 13.42 | -4.18 | — | -0.57 | -0.04 | 0.53 | ||
2067 | 17.67 | 13.43 | -4.24 | — | -0.57 | -0.04 | 0.54 | ||
2068 | 17.73 | 13.44 | -4.30 | — | -0.58 | -0.04 | 0.54 | ||
2069 | 17.80 | 13.44 | -4.36 | — | -0.58 | -0.04 | 0.54 | ||
2070 | 17.88 | 13.45 | -4.43 | — | -0.58 | -0.04 | 0.54 | ||
2071 | 17.95 | 13.45 | -4.49 | — | -0.58 | -0.04 | 0.55 | ||
2072 | 18.01 | 13.46 | -4.56 | — | -0.59 | -0.04 | 0.55 | ||
2073 | 18.08 | 13.46 | -4.62 | — | -0.59 | -0.04 | 0.55 | ||
2074 | 18.15 | 13.47 | -4.68 | — | -0.59 | -0.04 | 0.55 | ||
2075 | 18.21 | 13.47 | -4.73 | — | -0.59 | -0.04 | 0.56 | ||
2076 | 18.26 | 13.48 | -4.78 | — | -0.60 | -0.04 | 0.56 | ||
2077 | 18.30 | 13.48 | -4.81 | — | -0.60 | -0.04 | 0.56 | ||
2078 | 18.33 | 13.49 | -4.84 | — | -0.60 | -0.04 | 0.56 | ||
2079 | 18.35 | 13.49 | -4.86 | — | -0.60 | -0.04 | 0.56 | ||
2080 | 18.36 | 13.49 | -4.87 | — | -0.60 | -0.04 | 0.56 | ||
2081 | 18.36 | 13.49 | -4.87 | — | -0.60 | -0.04 | 0.56 | ||
2082 | 18.35 | 13.49 | -4.86 | — | -0.60 | -0.04 | 0.56 | ||
2083 | 18.33 | 13.49 | -4.84 | — | -0.60 | -0.04 | 0.56 | ||
2084 | 18.31 | 13.49 | -4.82 | — | -0.60 | -0.04 | 0.56 | ||
2085 | 18.27 | 13.49 | -4.78 | — | -0.60 | -0.04 | 0.56 | ||
2086 | 18.22 | 13.49 | -4.74 | — | -0.60 | -0.04 | 0.56 | ||
2087 | 18.17 | 13.48 | -4.69 | — | -0.60 | -0.04 | 0.56 | ||
2088 | 18.11 | 13.48 | -4.63 | — | -0.60 | -0.04 | 0.56 | ||
2089 | 18.05 | 13.47 | -4.57 | — | -0.59 | -0.04 | 0.56 | ||
2090 | 17.99 | 13.47 | -4.52 | — | -0.59 | -0.04 | 0.55 | ||
2091 | 17.93 | 13.47 | -4.46 | — | -0.59 | -0.04 | 0.55 | ||
2092 | 17.88 | 13.46 | -4.41 | — | -0.59 | -0.04 | 0.55 | ||
2093 | 17.83 | 13.46 | -4.37 | — | -0.59 | -0.04 | 0.55 | ||
2094 | 17.80 | 13.46 | -4.34 | — | -0.59 | -0.04 | 0.55 | ||
2095 | 17.77 | 13.46 | -4.32 | — | -0.59 | -0.04 | 0.55 | ||
2096 | 17.76 | 13.46 | -4.30 | — | -0.59 | -0.04 | 0.55 | ||
2097 | 17.75 | 13.46 | -4.29 | — | -0.58 | -0.04 | 0.55 | ||
2098 | 17.74 | 13.46 | -4.29 | — | -0.59 | -0.04 | 0.55 | ||
2099 | 17.75 | 13.46 | -4.29 | — | -0.59 | -0.04 | 0.55 | ||
2100 | 17.77 | 13.46 | -4.31 | — | -0.59 | -0.04 | 0.55 |
Summarized Estimates
Proposal | Change from Current Law | ||||||||
---|---|---|---|---|---|---|---|---|---|
Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
2025-2099 | 17.22% | 13.76% | -3.46% | 2034 | -0.39% | -0.02% | 0.37% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
Based on Intermediate Assumptions of the 2025 Trustees Report.