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
202615.3413.04-2.31
149
0.060.00-0.05
202715.5313.09-2.45
130
0.060.00-0.05
202815.6413.11-2.53
112
0.060.00-0.05
202915.7513.14-2.61
94
0.060.00-0.05
203015.8513.16-2.69
76
0.050.00-0.05
203115.9713.19-2.78
59
0.050.00-0.05
203216.0513.21-2.85
41
0.050.00-0.05
203316.1213.25-2.88
23
0.050.00-0.05
203416.2013.27-2.93
6
0.050.00-0.05
203516.2813.28-3.00

0.050.00-0.05
203616.3713.29-3.09

0.050.00-0.05
203716.4613.30-3.17

0.050.00-0.05
203816.5413.31-3.23

0.050.00-0.05
203916.6013.31-3.29

0.050.00-0.05
204016.6513.32-3.33

0.050.00-0.05
204116.6913.32-3.37

0.050.00-0.04
204216.7213.33-3.40

0.050.00-0.04
204316.7513.33-3.42

0.050.00-0.04
204416.7913.33-3.46

0.050.00-0.04
204516.8213.34-3.48

0.050.00-0.04
204616.8513.34-3.51

0.050.00-0.05
204716.8913.35-3.54

0.050.00-0.05
204816.9313.35-3.58

0.050.00-0.05
204916.9713.35-3.62

0.050.00-0.05
205017.0213.36-3.66

0.050.00-0.05
205117.0713.36-3.71

0.050.00-0.05
205217.1313.37-3.76

0.050.00-0.05
205317.2013.38-3.82

0.050.00-0.05
205417.2713.38-3.89

0.050.00-0.05
205517.3513.39-3.96

0.050.00-0.05
205617.4413.40-4.04

0.050.00-0.05
205717.5313.40-4.13

0.050.00-0.05
205817.6213.41-4.21

0.050.00-0.05
205917.7113.42-4.29

0.050.00-0.05
206017.8013.43-4.37

0.050.00-0.05
206117.8713.43-4.44

0.050.00-0.05
206217.9513.44-4.51

0.050.00-0.05
206318.0213.44-4.57

0.050.00-0.05
206418.0813.45-4.63

0.050.00-0.05
206518.1513.46-4.69

0.050.00-0.05
206618.2213.46-4.76

0.050.00-0.05
206718.2913.47-4.82

0.050.00-0.05
206818.3613.47-4.89

0.050.00-0.05
206918.4313.48-4.95

0.050.00-0.05
207018.5113.49-5.02

0.050.00-0.05
207118.5813.49-5.09

0.050.00-0.05
207218.6513.50-5.15

0.050.00-0.05
207318.7213.50-5.22

0.050.00-0.05
207418.7913.51-5.28

0.050.00-0.05
207518.8513.52-5.34

0.050.00-0.05
207618.9013.52-5.38

0.050.00-0.05
207718.9413.52-5.42

0.050.00-0.05
207818.9813.53-5.45

0.050.00-0.05
207919.0013.53-5.47

0.050.00-0.05
208019.0113.53-5.48

0.050.00-0.05
208119.0113.53-5.48

0.050.00-0.05
208219.0013.53-5.47

0.050.00-0.05
208318.9913.53-5.45

0.050.00-0.05
208418.9613.53-5.43

0.050.00-0.05
208518.9213.53-5.39

0.050.00-0.05
208618.8713.53-5.35

0.050.00-0.05
208718.8213.52-5.29

0.050.00-0.05
208818.7613.52-5.24

0.050.00-0.05
208918.6913.52-5.18

0.050.00-0.05
209018.6313.51-5.12

0.050.00-0.05
209118.5713.51-5.06

0.050.00-0.05
209218.5213.50-5.01

0.050.00-0.05
209318.4713.50-4.97

0.050.00-0.05
209418.4413.50-4.94

0.050.00-0.05
209518.4113.50-4.91

0.050.00-0.05
209618.3913.50-4.90

0.050.00-0.05
209718.3813.50-4.88

0.050.00-0.05
209818.3813.50-4.88

0.050.00-0.05
209918.3913.50-4.89

0.050.00-0.05
210018.4013.50-4.90

0.050.00-0.05

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 17.66% 13.79% -3.87% 2034 0.05% 0.00% -0.05%

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