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
202615.2915.440.15
149
0.002.402.40
202715.4815.600.12
146
-0.002.512.51
202815.5915.620.03
143
0.002.512.51
202915.7015.64-0.06
141
0.012.512.50
203015.8215.66-0.16
138
0.022.502.48
203115.9415.69-0.25
134
0.032.512.47
203216.0515.71-0.34
131
0.052.512.46
203315.9215.76-0.16
128
-0.152.512.66
203416.1915.78-0.41
126
0.042.512.47
203516.3015.79-0.51
123
0.072.522.45
203616.4115.80-0.61
119
0.092.522.43
203716.5215.82-0.70
116
0.112.522.42
203816.6115.83-0.79
111
0.122.522.40
203916.7015.84-0.86
107
0.152.532.38
204016.7715.85-0.93
102
0.172.532.36
204116.8415.85-0.98
97
0.192.532.34
204216.8915.86-1.03
92
0.212.542.32
204316.9515.87-1.08
87
0.242.542.30
204417.0115.88-1.13
81
0.272.542.28
204517.0715.88-1.18
75
0.292.552.25
204617.1315.89-1.24
68
0.322.552.23
204717.1915.90-1.29
62
0.352.562.20
204817.2615.91-1.36
55
0.392.562.17
204917.3415.92-1.43
47
0.422.572.15
205017.4215.93-1.50
39
0.452.572.12
205117.5115.94-1.57
31
0.492.572.09
205217.6015.95-1.66
23
0.522.582.06
205317.7015.96-1.75
14
0.562.582.03
205417.8115.97-1.84
4
0.592.592.00
205517.9315.98-1.95

0.632.591.96
205618.0515.99-2.06

0.672.601.93
205718.1816.00-2.18

0.712.601.90
205818.3216.02-2.30

0.742.611.86
205918.4416.03-2.41

0.782.611.83
206018.5616.04-2.52

0.822.621.80
206118.6716.05-2.62

0.852.621.77
206218.7816.06-2.72

0.892.631.74
206318.8916.08-2.81

0.922.631.71
206418.9916.09-2.90

0.962.641.68
206519.0916.10-2.99

0.992.641.65
206619.1916.11-3.08

1.022.651.62
206719.2916.12-3.17

1.052.651.60
206819.3916.13-3.27

1.082.661.57
206919.4916.14-3.36

1.112.661.55
207019.6016.15-3.45

1.142.661.52
207119.7016.16-3.54

1.172.671.50
207219.7916.17-3.63

1.192.671.48
207319.8916.17-3.71

1.222.671.46
207419.9816.18-3.80

1.242.681.44
207520.0616.19-3.87

1.262.681.42
207620.1316.20-3.93

1.282.681.40
207720.1916.21-3.98

1.292.681.39
207820.2416.21-4.03

1.312.691.38
207920.2716.21-4.05

1.322.691.37
208020.2916.22-4.07

1.332.691.36
208120.3016.22-4.08

1.342.691.35
208220.3016.22-4.08

1.352.691.34
208320.2916.22-4.07

1.362.691.34
208420.2716.22-4.05

1.362.701.33
208520.2316.22-4.01

1.362.701.33
208620.1916.22-3.97

1.372.701.33
208720.1316.22-3.91

1.372.701.33
208820.0716.21-3.85

1.362.701.33
208920.0016.21-3.79

1.362.701.34
209019.9416.21-3.73

1.362.701.34
209119.8716.20-3.67

1.362.701.34
209219.8216.20-3.62

1.352.701.34
209319.7716.20-3.57

1.352.701.35
209419.7316.19-3.54

1.352.701.35
209519.7016.19-3.51

1.352.701.35
209619.6916.19-3.49

1.352.701.35
209719.6716.19-3.48

1.342.701.35
209819.6716.19-3.48

1.342.701.36
209919.6816.20-3.49

1.352.701.36
210019.7016.20-3.50

1.352.701.35

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 18.32% 16.35% -1.97% 2054 0.71% 2.57% 1.86%

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