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
202615.3713.04-2.33
149
0.080.00-0.08
202715.5613.09-2.47
130
0.080.00-0.08
202815.6713.11-2.56
111
0.080.00-0.08
202915.7713.14-2.63
93
0.080.00-0.08
203015.8813.16-2.72
76
0.080.00-0.08
203115.9913.19-2.80
58
0.080.00-0.08
203216.0813.21-2.87
40
0.080.00-0.07
203316.1513.25-2.90
22
0.080.00-0.07
203416.2213.27-2.95
5
0.080.00-0.07
203516.3113.28-3.03

0.080.00-0.07
203616.4013.29-3.11

0.070.00-0.07
203716.4913.30-3.19

0.070.00-0.07
203816.5613.31-3.25

0.070.00-0.07
203916.6213.31-3.31

0.070.00-0.07
204016.6713.32-3.36

0.070.00-0.07
204116.7213.32-3.39

0.070.00-0.07
204216.7513.33-3.42

0.070.00-0.07
204316.7813.33-3.45

0.070.00-0.07
204416.8113.34-3.48

0.070.00-0.07
204516.8413.34-3.50

0.070.00-0.07
204616.8713.34-3.53

0.070.00-0.07
204716.9113.35-3.56

0.070.00-0.07
204816.9513.35-3.60

0.070.00-0.07
204916.9913.36-3.64

0.070.00-0.07
205017.0413.36-3.68

0.070.00-0.07
205117.0913.37-3.73

0.070.00-0.07
205217.1513.37-3.78

0.070.00-0.07
205317.2213.38-3.84

0.070.00-0.07
205417.2913.38-3.91

0.070.00-0.07
205517.3713.39-3.98

0.070.00-0.07
205617.4613.40-4.06

0.070.00-0.07
205717.5513.40-4.15

0.080.00-0.07
205817.6513.41-4.23

0.080.00-0.07
205917.7413.42-4.32

0.080.00-0.07
206017.8213.43-4.39

0.080.00-0.07
206117.9013.43-4.46

0.080.00-0.07
206217.9713.44-4.53

0.080.00-0.07
206318.0413.45-4.59

0.080.00-0.07
206418.1113.45-4.65

0.080.00-0.07
206518.1813.46-4.72

0.080.00-0.07
206618.2413.46-4.78

0.080.00-0.07
206718.3113.47-4.84

0.080.00-0.07
206818.3813.48-4.91

0.080.00-0.07
206918.4613.48-4.97

0.080.00-0.07
207018.5313.49-5.04

0.080.00-0.07
207118.6013.49-5.11

0.070.00-0.07
207218.6713.50-5.17

0.070.00-0.07
207318.7513.51-5.24

0.070.00-0.07
207418.8113.51-5.30

0.070.00-0.07
207518.8813.52-5.36

0.070.00-0.07
207618.9213.52-5.40

0.070.00-0.07
207718.9713.52-5.44

0.070.00-0.07
207819.0013.53-5.47

0.070.00-0.07
207919.0213.53-5.49

0.070.00-0.07
208019.0313.53-5.50

0.070.00-0.07
208119.0313.53-5.50

0.070.00-0.07
208219.0213.53-5.49

0.070.00-0.07
208319.0113.53-5.47

0.070.00-0.07
208418.9813.53-5.45

0.070.00-0.07
208518.9413.53-5.41

0.070.00-0.07
208618.9013.53-5.37

0.070.00-0.07
208718.8413.52-5.31

0.070.00-0.07
208818.7813.52-5.26

0.070.00-0.07
208918.7213.52-5.20

0.070.00-0.07
209018.6513.51-5.14

0.080.00-0.07
209118.5913.51-5.08

0.080.00-0.07
209218.5413.51-5.03

0.080.00-0.07
209318.5013.50-4.99

0.080.00-0.07
209418.4613.50-4.96

0.080.00-0.07
209518.4313.50-4.93

0.070.00-0.07
209618.4213.50-4.92

0.070.00-0.07
209718.4013.50-4.91

0.070.00-0.07
209818.4013.50-4.91

0.070.00-0.07
209918.4113.50-4.91

0.070.00-0.07
210018.4313.50-4.93

0.070.00-0.07

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 17.69% 13.79% -3.89% 2034 0.07% 0.00% -0.07%

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