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
203215.9913.20-2.79
43
-0.01-0.000.01
203316.0413.24-2.80
26
-0.03-0.000.03
203416.0613.26-2.80
9
-0.09-0.010.08
203516.0913.27-2.82

-0.14-0.010.13
203616.1313.27-2.85

-0.20-0.010.19
203716.1613.28-2.88

-0.26-0.020.24
203816.1813.28-2.90

-0.30-0.020.29
203916.2113.29-2.92

-0.34-0.020.32
204016.2313.29-2.94

-0.37-0.020.35
204116.2513.30-2.95

-0.40-0.020.37
204216.2613.30-2.96

-0.41-0.030.39
204316.2913.30-2.98

-0.42-0.030.40
204416.3213.31-3.01

-0.43-0.030.40
204516.3513.31-3.04

-0.42-0.030.40
204616.3913.31-3.08

-0.41-0.030.39
204716.4413.32-3.12

-0.40-0.030.38
204816.4913.32-3.17

-0.38-0.020.36
204916.5613.33-3.23

-0.36-0.020.34
205016.6413.34-3.30

-0.33-0.020.31
205116.7213.34-3.38

-0.30-0.020.28
205216.8213.35-3.47

-0.26-0.020.24
205316.9313.36-3.57

-0.22-0.010.21
205417.0413.37-3.67

-0.18-0.010.17
205517.1613.38-3.79

-0.14-0.010.13
205617.2913.39-3.90

-0.10-0.010.09
205717.4213.40-4.02

-0.06-0.000.05
205817.5513.41-4.14

-0.02-0.000.02
205917.6813.42-4.26

0.010.00-0.01
206017.7913.43-4.36

0.050.00-0.04
206117.9013.43-4.46

0.080.00-0.07
206217.9913.44-4.55

0.100.01-0.09
206318.0813.45-4.63

0.120.01-0.11
206418.1613.46-4.71

0.130.01-0.13
206518.2513.46-4.79

0.150.01-0.14
206618.3313.47-4.86

0.160.01-0.15
206718.4213.48-4.94

0.180.01-0.17
206818.5013.48-5.01

0.190.01-0.18
206918.5813.49-5.09

0.200.01-0.19
207018.6713.50-5.17

0.210.01-0.20
207118.7513.50-5.25

0.220.01-0.21
207218.8313.51-5.32

0.230.02-0.22
207318.9113.52-5.40

0.240.02-0.23
207418.9913.52-5.47

0.250.02-0.23
207519.0613.53-5.53

0.250.02-0.24
207619.1113.53-5.58

0.260.02-0.24
207719.1613.54-5.62

0.270.02-0.25
207819.2013.54-5.66

0.280.02-0.26
207919.2313.54-5.68

0.280.02-0.26
208019.2413.55-5.70

0.290.02-0.27
208119.2513.55-5.70

0.290.02-0.27
208219.2513.55-5.70

0.300.02-0.28
208319.2313.55-5.69

0.300.02-0.28
208419.2113.55-5.67

0.300.02-0.29
208519.1813.55-5.63

0.310.02-0.29
208619.1413.54-5.59

0.310.02-0.29
208719.0913.54-5.54

0.320.02-0.30
208819.0313.54-5.49

0.330.02-0.30
208918.9713.53-5.44

0.330.02-0.31
209018.9113.53-5.38

0.330.02-0.31
209118.8513.53-5.33

0.340.02-0.31
209218.8013.52-5.28

0.340.02-0.32
209318.7613.52-5.24

0.340.02-0.32
209418.7213.52-5.20

0.340.02-0.32
209518.7013.52-5.18

0.340.02-0.31
209618.6713.52-5.16

0.330.02-0.31
209718.6613.52-5.14

0.330.02-0.31
209818.6513.52-5.14

0.320.02-0.30
209918.6513.52-5.14

0.320.02-0.30
210018.6613.52-5.15

0.310.02-0.29

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 17.62% 13.79% -3.83% 2034 0.01% 0.00% -0.01%

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