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
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.21-2.79
60
0.000.000.00
203216.1413.24-2.91
43
0.000.000.00
203316.2713.25-3.02
25
0.000.000.00
203416.3813.26-3.12
7
0.000.000.00
203516.4813.27-3.21
----
0.000.000.00
203616.5613.27-3.28
----
-0.000.000.00
203716.6413.28-3.35
----
-0.00-0.000.00
203816.7013.29-3.41
----
-0.00-0.000.00
203916.7513.29-3.45
----
-0.00-0.000.00
204016.7813.30-3.48
----
-0.00-0.000.00
204116.8013.30-3.50
----
-0.00-0.000.00
204216.8213.30-3.51
----
-0.00-0.000.00
204316.8313.30-3.52
----
-0.00-0.000.00
204416.8413.31-3.54
----
-0.01-0.000.00
204516.8513.31-3.55
----
-0.01-0.000.01
204616.8713.31-3.56
----
-0.01-0.000.01
204716.8913.31-3.58
----
-0.01-0.000.01
204816.9113.31-3.60
----
-0.02-0.000.02
204916.9413.32-3.62
----
-0.02-0.000.02
205016.9613.32-3.64
----
-0.02-0.000.02
205116.9913.32-3.67
----
-0.03-0.000.03
205217.0313.33-3.70
----
-0.03-0.000.03
205317.0713.33-3.74
----
-0.04-0.000.04
205417.1213.33-3.78
----
-0.05-0.000.04
205517.1813.34-3.84
----
-0.05-0.000.05
205617.2413.34-3.90
----
-0.06-0.000.06
205717.3113.35-3.96
----
-0.07-0.000.06
205817.3813.36-4.03
----
-0.07-0.000.07
205917.4613.36-4.09
----
-0.08-0.000.08
206017.5313.37-4.16
----
-0.09-0.010.09
206117.5913.37-4.22
----
-0.10-0.010.09
206217.6513.38-4.27
----
-0.11-0.010.10
206317.7113.38-4.32
----
-0.12-0.010.11
206417.7613.39-4.37
----
-0.13-0.010.12
206517.8113.39-4.42
----
-0.14-0.010.13
206617.8613.40-4.46
----
-0.14-0.010.14
206717.9113.40-4.51
----
-0.15-0.010.14
206817.9513.40-4.55
----
-0.16-0.010.15
206918.0013.41-4.59
----
-0.17-0.010.16
207018.0513.41-4.64
----
-0.18-0.010.17
207118.0913.42-4.68
----
-0.19-0.010.18
207218.1313.42-4.71
----
-0.20-0.010.19
207318.1713.42-4.75
----
-0.21-0.010.20
207418.2113.43-4.78
----
-0.22-0.010.20
207518.2413.43-4.81
----
-0.23-0.010.21
207618.2613.43-4.82
----
-0.23-0.010.22
207718.2613.43-4.83
----
-0.24-0.010.23
207818.2613.43-4.82
----
-0.25-0.020.23
207918.2413.43-4.81
----
-0.25-0.020.24
208018.2113.43-4.78
----
-0.26-0.020.24
208118.1713.43-4.74
----
-0.26-0.020.25
208218.1313.43-4.70
----
-0.27-0.020.25
208318.0813.42-4.65
----
-0.27-0.020.25
208418.0213.42-4.60
----
-0.27-0.020.26
208517.9513.42-4.54
----
-0.28-0.020.26
208617.8813.41-4.47
----
-0.28-0.020.26
208717.8113.41-4.40
----
-0.28-0.020.26
208817.7413.40-4.34
----
-0.28-0.020.26
208917.6713.40-4.27
----
-0.28-0.020.26
209017.6113.40-4.21
----
-0.28-0.020.27
209117.5613.39-4.17
----
-0.28-0.020.27
209217.5213.39-4.13
----
-0.28-0.020.27
209317.4913.39-4.10
----
-0.29-0.020.27
209417.4713.39-4.08
----
-0.29-0.020.27
209517.4613.39-4.07
----
-0.29-0.020.27
209617.4613.39-4.07
----
-0.29-0.020.27
209717.4613.39-4.08
----
-0.29-0.020.27
209817.4813.39-4.09
----
-0.29-0.020.27

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
2023-2097 17.28% 13.77% -3.51% 2034 -0.11% -0.01% 0.10%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.