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
-0.00-0.000.00
202815.5913.11-2.48
113
-0.00-0.000.00
202915.6913.14-2.55
95
-0.00-0.000.00
203015.7913.16-2.63
78
-0.01-0.000.01
203115.9013.18-2.72
61
-0.01-0.000.01
203215.9913.20-2.78
43
-0.02-0.000.02
203316.0413.24-2.80
26
-0.03-0.000.03
203416.1113.26-2.84
9
-0.04-0.000.04
203516.1813.27-2.90

-0.05-0.000.05
203616.2513.28-2.97

-0.07-0.000.07
203716.3213.29-3.03

-0.10-0.010.09
203816.3713.30-3.07

-0.12-0.010.12
203916.4013.30-3.10

-0.15-0.010.14
204016.4313.31-3.12

-0.17-0.010.16
204116.4513.31-3.14

-0.20-0.010.19
204216.4513.31-3.14

-0.22-0.010.21
204316.4613.31-3.15

-0.25-0.010.23
204416.4713.32-3.16

-0.27-0.020.25
204516.4813.32-3.16

-0.29-0.020.28
204616.4913.32-3.17

-0.32-0.020.30
204716.5013.32-3.18

-0.34-0.020.32
204816.5213.33-3.19

-0.36-0.020.34
204916.5513.33-3.22

-0.38-0.020.36
205016.5713.33-3.24

-0.40-0.020.37
205116.6013.34-3.27

-0.42-0.030.39
205216.6513.34-3.31

-0.43-0.030.41
205316.6913.34-3.35

-0.45-0.030.42
205416.7513.35-3.40

-0.47-0.030.44
205516.8213.36-3.46

-0.48-0.030.45
205616.8913.36-3.53

-0.49-0.030.46
205716.9713.37-3.60

-0.51-0.030.48
205817.0513.38-3.68

-0.52-0.030.49
205917.1313.38-3.75

-0.53-0.030.50
206017.2113.39-3.82

-0.54-0.030.50
206117.2713.40-3.88

-0.54-0.030.51
206217.3413.40-3.94

-0.55-0.030.52
206317.4113.41-4.00

-0.56-0.030.52
206417.4713.41-4.06

-0.56-0.040.53
206517.5313.42-4.12

-0.57-0.040.53
206617.6013.42-4.18

-0.57-0.040.53
206717.6713.43-4.24

-0.57-0.040.54
206817.7313.44-4.30

-0.58-0.040.54
206917.8013.44-4.36

-0.58-0.040.54
207017.8813.45-4.43

-0.58-0.040.54
207117.9513.45-4.49

-0.58-0.040.55
207218.0113.46-4.56

-0.59-0.040.55
207318.0813.46-4.62

-0.59-0.040.55
207418.1513.47-4.68

-0.59-0.040.55
207518.2113.47-4.73

-0.59-0.040.56
207618.2613.48-4.78

-0.60-0.040.56
207718.3013.48-4.81

-0.60-0.040.56
207818.3313.49-4.84

-0.60-0.040.56
207918.3513.49-4.86

-0.60-0.040.56
208018.3613.49-4.87

-0.60-0.040.56
208118.3613.49-4.87

-0.60-0.040.56
208218.3513.49-4.86

-0.60-0.040.56
208318.3313.49-4.84

-0.60-0.040.56
208418.3113.49-4.82

-0.60-0.040.56
208518.2713.49-4.78

-0.60-0.040.56
208618.2213.49-4.74

-0.60-0.040.56
208718.1713.48-4.69

-0.60-0.040.56
208818.1113.48-4.63

-0.60-0.040.56
208918.0513.47-4.57

-0.59-0.040.56
209017.9913.47-4.52

-0.59-0.040.55
209117.9313.47-4.46

-0.59-0.040.55
209217.8813.46-4.41

-0.59-0.040.55
209317.8313.46-4.37

-0.59-0.040.55
209417.8013.46-4.34

-0.59-0.040.55
209517.7713.46-4.32

-0.59-0.040.55
209617.7613.46-4.30

-0.59-0.040.55
209717.7513.46-4.29

-0.58-0.040.55
209817.7413.46-4.29

-0.59-0.040.55
209917.7513.46-4.29

-0.59-0.040.55
210017.7713.46-4.31

-0.59-0.040.55

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 17.22% 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.