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
202715.5713.09-2.49
130
0.100.00-0.09
202815.6913.11-2.57
112
0.100.01-0.10
202915.7913.14-2.65
94
0.100.01-0.10
203015.9113.16-2.74
76
0.110.01-0.10
203116.0313.19-2.83
58
0.110.01-0.11
203216.1213.21-2.91
40
0.120.01-0.11
203316.1913.25-2.94
22
0.120.01-0.12
203416.2713.27-3.00
4
0.130.01-0.12
203516.3613.28-3.08

0.130.01-0.12
203616.4613.29-3.17

0.140.01-0.13
203716.5513.30-3.25

0.140.01-0.13
203816.6313.31-3.32

0.150.01-0.14
203916.7013.32-3.38

0.150.01-0.14
204016.7613.32-3.43

0.150.01-0.15
204116.8013.33-3.47

0.160.01-0.15
204216.8413.33-3.51

0.160.01-0.15
204316.8713.34-3.54

0.170.01-0.16
204416.9113.34-3.57

0.170.01-0.16
204516.9513.35-3.60

0.170.01-0.16
204616.9813.35-3.63

0.170.01-0.16
204717.0113.35-3.66

0.170.01-0.16
204817.0513.36-3.69

0.180.01-0.16
204917.1013.36-3.74

0.180.01-0.16
205017.1513.37-3.78

0.180.01-0.16
205117.2013.37-3.82

0.180.01-0.16
205217.2613.38-3.88

0.180.01-0.16
205317.3213.38-3.94

0.180.01-0.16
205417.3913.39-4.00

0.180.01-0.16
205517.4713.40-4.08

0.170.01-0.16
205617.5613.40-4.15

0.170.01-0.16
205717.6513.41-4.24

0.170.01-0.16
205817.7413.42-4.32

0.170.01-0.16
205917.8313.43-4.40

0.170.01-0.16
206017.9113.43-4.48

0.170.01-0.16
206117.9913.44-4.55

0.170.01-0.16
206218.0713.45-4.62

0.170.01-0.16
206318.1413.45-4.68

0.170.01-0.16
206418.2113.46-4.75

0.180.01-0.17
206518.2813.47-4.81

0.180.01-0.17
206618.3513.47-4.88

0.180.01-0.17
206718.4213.48-4.94

0.180.01-0.17
206818.4913.48-5.01

0.190.01-0.17
206918.5713.49-5.08

0.190.01-0.18
207018.6513.50-5.15

0.190.01-0.18
207118.7213.50-5.22

0.190.01-0.18
207218.8013.51-5.29

0.200.01-0.18
207318.8713.51-5.36

0.200.01-0.19
207418.9413.52-5.42

0.200.01-0.19
207519.0113.53-5.48

0.210.01-0.19
207619.0613.53-5.53

0.210.01-0.19
207719.1013.53-5.57

0.210.01-0.20
207819.1413.54-5.60

0.210.01-0.20
207919.1613.54-5.62

0.210.01-0.20
208019.1713.54-5.63

0.210.01-0.20
208119.1713.54-5.63

0.210.01-0.20
208219.1713.54-5.62

0.220.01-0.20
208319.1513.54-5.61

0.220.01-0.20
208419.1313.54-5.58

0.220.01-0.20
208519.0913.54-5.55

0.220.01-0.20
208619.0413.54-5.50

0.220.01-0.21
208718.9913.53-5.45

0.220.01-0.21
208818.9313.53-5.39

0.220.01-0.21
208918.8613.53-5.34

0.220.01-0.21
209018.8013.52-5.28

0.220.01-0.21
209118.7413.52-5.22

0.230.01-0.21
209218.6913.52-5.17

0.230.01-0.21
209318.6513.51-5.13

0.230.01-0.21
209418.6113.51-5.10

0.230.01-0.21
209518.5913.51-5.08

0.230.01-0.21
209618.5713.51-5.06

0.230.01-0.21
209718.5613.51-5.05

0.230.01-0.21
209818.5613.51-5.05

0.230.01-0.21
209918.5613.51-5.05

0.230.01-0.21
210018.5813.51-5.07

0.230.01-0.21

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 17.78% 13.80% -3.99% 2034 0.17% 0.01% -0.16%

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