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
202615.3513.04-2.31
149
0.070.00-0.06
202715.5513.09-2.46
130
0.070.00-0.07
202815.6613.11-2.55
112
0.070.00-0.07
202915.7713.14-2.63
94
0.080.00-0.07
203015.8813.16-2.72
76
0.080.00-0.08
203116.0013.19-2.81
58
0.090.00-0.08
203216.0913.21-2.89
40
0.090.01-0.09
203316.1713.25-2.92
23
0.100.01-0.09
203416.2513.27-2.98
5
0.100.01-0.10
203516.3413.28-3.05

0.100.01-0.10
203616.4313.29-3.14

0.110.01-0.10
203716.5313.30-3.23

0.110.01-0.11
203816.6013.31-3.29

0.120.01-0.11
203916.6713.32-3.36

0.120.01-0.11
204016.7313.32-3.41

0.130.01-0.12
204116.7713.33-3.45

0.130.01-0.12
204216.8113.33-3.48

0.130.01-0.13
204316.8413.34-3.51

0.140.01-0.13
204416.8813.34-3.54

0.140.01-0.13
204516.9213.34-3.57

0.140.01-0.13
204616.9513.35-3.60

0.140.01-0.14
204716.9813.35-3.63

0.150.01-0.14
204817.0213.36-3.67

0.150.01-0.14
204917.0713.36-3.71

0.150.01-0.14
205017.1213.37-3.75

0.150.01-0.14
205117.1713.37-3.80

0.150.01-0.14
205217.2313.38-3.85

0.150.01-0.14
205317.2913.38-3.91

0.150.01-0.14
205417.3613.39-3.98

0.150.01-0.14
205517.4513.39-4.05

0.150.01-0.14
205617.5313.40-4.13

0.150.01-0.14
205717.6213.41-4.21

0.150.01-0.14
205817.7213.42-4.30

0.150.01-0.14
205917.8013.43-4.38

0.140.01-0.14
206017.8913.43-4.45

0.140.01-0.13
206117.9613.44-4.52

0.140.01-0.13
206218.0413.45-4.59

0.140.01-0.13
206318.1113.45-4.66

0.140.01-0.14
206418.1813.46-4.72

0.150.01-0.14
206518.2513.46-4.78

0.150.01-0.14
206618.3213.47-4.85

0.150.01-0.14
206718.3913.48-4.91

0.150.01-0.14
206818.4613.48-4.98

0.150.01-0.14
206918.5413.49-5.05

0.160.01-0.15
207018.6213.49-5.12

0.160.01-0.15
207118.6913.50-5.19

0.160.01-0.15
207218.7613.51-5.26

0.160.01-0.15
207318.8413.51-5.33

0.170.01-0.16
207418.9113.52-5.39

0.170.01-0.16
207518.9713.52-5.45

0.170.01-0.16
207619.0313.53-5.50

0.170.01-0.16
207719.0713.53-5.54

0.180.01-0.17
207819.1113.54-5.57

0.180.01-0.17
207919.1313.54-5.59

0.180.01-0.17
208019.1413.54-5.60

0.180.01-0.17
208119.1413.54-5.60

0.180.01-0.17
208219.1313.54-5.59

0.180.01-0.17
208319.1213.54-5.58

0.180.01-0.17
208419.0913.54-5.55

0.190.01-0.17
208519.0613.54-5.52

0.190.01-0.17
208619.0113.54-5.47

0.190.01-0.17
208718.9513.53-5.42

0.190.01-0.18
208818.8913.53-5.36

0.190.01-0.18
208918.8313.53-5.31

0.190.01-0.18
209018.7713.52-5.25

0.190.01-0.18
209118.7113.52-5.19

0.190.01-0.18
209218.6613.51-5.14

0.190.01-0.18
209318.6213.51-5.10

0.190.01-0.18
209418.5813.51-5.07

0.190.01-0.18
209518.5513.51-5.05

0.200.01-0.18
209618.5413.51-5.03

0.200.01-0.18
209718.5313.51-5.02

0.200.01-0.18
209818.5213.51-5.02

0.200.01-0.18
209918.5313.51-5.03

0.200.01-0.18
210018.5513.51-5.04

0.200.01-0.18

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 17.76% 13.80% -3.96% 2034 0.14% 0.01% -0.14%

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