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
202715.4813.08-2.39
131
-0.00-0.000.00
202815.5813.11-2.47
113
-0.00-0.000.00
202915.6813.14-2.55
95
-0.01-0.000.01
203015.7813.16-2.63
78
-0.01-0.000.01
203115.8913.18-2.70
61
-0.02-0.000.02
203215.9713.20-2.77
43
-0.04-0.000.03
203316.0113.24-2.77
26
-0.06-0.000.06
203416.0713.26-2.81
9
-0.08-0.000.07
203516.1313.27-2.86

-0.10-0.000.10
203616.1913.28-2.91

-0.13-0.010.12
203716.2513.29-2.97

-0.16-0.010.15
203816.2913.29-3.00

-0.20-0.010.19
203916.3213.30-3.02

-0.23-0.010.22
204016.3413.30-3.03

-0.27-0.010.25
204116.3413.30-3.04

-0.30-0.020.29
204216.3413.31-3.03

-0.34-0.020.32
204316.3313.31-3.03

-0.37-0.020.35
204416.3313.31-3.02

-0.41-0.020.39
204516.3313.31-3.02

-0.44-0.020.42
204616.3313.31-3.01

-0.48-0.030.45
204716.3313.32-3.01

-0.51-0.030.48
204816.3313.32-3.02

-0.54-0.030.51
204916.3513.32-3.03

-0.58-0.030.55
205016.3613.32-3.04

-0.61-0.030.57
205116.3813.33-3.06

-0.64-0.040.60
205216.4113.33-3.08

-0.67-0.040.63
205316.4513.33-3.12

-0.69-0.040.66
205416.5013.34-3.16

-0.72-0.040.68
205516.5513.34-3.21

-0.75-0.040.70
205616.6113.35-3.26

-0.77-0.040.73
205716.6813.36-3.33

-0.79-0.050.75
205816.7613.36-3.39

-0.81-0.050.77
205916.8313.37-3.46

-0.83-0.050.79
206016.8913.37-3.52

-0.85-0.050.80
206116.9513.38-3.57

-0.87-0.050.82
206217.0113.39-3.63

-0.88-0.050.83
206317.0713.39-3.68

-0.89-0.050.84
206417.1313.40-3.73

-0.90-0.050.85
206517.1913.40-3.79

-0.91-0.050.86
206617.2513.41-3.85

-0.92-0.050.86
206717.3113.41-3.90

-0.92-0.050.87
206817.3813.42-3.96

-0.93-0.050.88
206917.4413.42-4.02

-0.94-0.050.88
207017.5213.43-4.09

-0.94-0.060.89
207117.5813.43-4.15

-0.95-0.060.89
207217.6513.44-4.21

-0.95-0.060.89
207317.7213.44-4.27

-0.96-0.060.90
207417.7813.45-4.33

-0.96-0.060.90
207517.8413.46-4.38

-0.96-0.060.91
207617.8913.46-4.43

-0.97-0.060.91
207717.9313.46-4.46

-0.97-0.060.91
207817.9613.47-4.49

-0.97-0.060.91
207917.9813.47-4.51

-0.97-0.060.91
208017.9813.47-4.51

-0.97-0.060.91
208117.9913.47-4.52

-0.97-0.060.91
208217.9813.47-4.51

-0.97-0.060.91
208317.9613.47-4.49

-0.97-0.060.91
208417.9413.47-4.47

-0.97-0.060.91
208517.9013.47-4.43

-0.97-0.060.91
208617.8613.47-4.39

-0.96-0.060.91
208717.8013.46-4.34

-0.96-0.060.90
208817.7513.46-4.29

-0.96-0.060.90
208917.6913.46-4.23

-0.95-0.060.90
209017.6313.45-4.17

-0.95-0.060.89
209117.5713.45-4.12

-0.95-0.060.89
209217.5213.45-4.07

-0.95-0.060.89
209317.4813.44-4.03

-0.94-0.060.89
209417.4413.44-4.00

-0.94-0.060.89
209517.4213.44-3.98

-0.94-0.060.89
209617.4013.44-3.96

-0.94-0.060.88
209717.3913.44-3.95

-0.94-0.060.88
209817.3913.44-3.95

-0.94-0.060.88
209917.4013.44-3.96

-0.94-0.060.88
210017.4113.44-3.97

-0.94-0.060.89

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 16.99% 13.75% -3.23% 2034 -0.63% -0.04% 0.59%

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