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
0.000.000.00
202815.5013.11-2.40
114
-0.09-0.000.08
202915.5213.13-2.39
97
-0.17-0.010.16
203015.5413.14-2.40
81
-0.26-0.010.24
203115.5713.17-2.41
65
-0.34-0.020.32
203215.5813.18-2.40
49
-0.42-0.020.40
203315.5513.22-2.33
34
-0.53-0.030.50
203415.5713.23-2.33
19
-0.58-0.030.55
203515.5813.24-2.34
5
-0.65-0.040.61
203615.6013.24-2.36

-0.72-0.040.68
203715.6313.25-2.38

-0.79-0.040.74
203815.6413.25-2.38

-0.85-0.050.80
203915.6413.26-2.38

-0.91-0.050.86
204015.6313.26-2.38

-0.97-0.060.91
204115.6213.26-2.36

-1.02-0.060.96
204215.6013.26-2.34

-1.07-0.061.01
204315.5913.26-2.32

-1.12-0.071.06
204415.5813.26-2.31

-1.17-0.071.10
204515.5713.26-2.30

-1.21-0.071.14
204615.5613.27-2.29

-1.24-0.071.17
204715.5613.27-2.29

-1.28-0.081.20
204815.5613.27-2.30

-1.31-0.081.24
204915.5813.27-2.31

-1.34-0.081.26
205015.6013.28-2.32

-1.37-0.081.29
205115.6213.28-2.34

-1.40-0.081.32
205215.6513.28-2.37

-1.43-0.091.34
205315.6913.29-2.41

-1.45-0.091.37
205415.7413.29-2.45

-1.48-0.091.39
205515.8013.30-2.50

-1.50-0.091.41
205615.8613.30-2.56

-1.53-0.091.43
205715.9313.31-2.62

-1.55-0.091.46
205816.0013.31-2.68

-1.58-0.091.48
205916.0613.32-2.74

-1.60-0.101.50
206016.1213.32-2.79

-1.63-0.101.53
206116.1713.33-2.84

-1.65-0.101.55
206216.2113.33-2.88

-1.68-0.101.58
206316.2613.34-2.92

-1.71-0.101.60
206416.3013.34-2.95

-1.73-0.111.63
206516.3413.35-2.99

-1.76-0.111.66
206616.3813.35-3.03

-1.79-0.111.68
206716.4213.35-3.06

-1.82-0.111.71
206816.4613.36-3.10

-1.85-0.111.74
206916.5013.36-3.14

-1.88-0.121.77
207016.5413.37-3.18

-1.91-0.121.80
207116.5813.37-3.21

-1.94-0.121.83
207216.6213.37-3.25

-1.98-0.121.85
207316.6713.38-3.29

-2.01-0.121.88
207416.7013.38-3.32

-2.04-0.131.91
207516.7313.38-3.35

-2.07-0.131.94
207616.7513.39-3.37

-2.10-0.131.97
207716.7713.39-3.38

-2.13-0.132.00
207816.7713.39-3.38

-2.16-0.132.02
207916.7613.39-3.37

-2.19-0.142.05
208016.7413.39-3.35

-2.21-0.142.08
208116.7213.39-3.33

-2.24-0.142.10
208216.6813.39-3.30

-2.27-0.142.13
208316.6413.39-3.26

-2.29-0.142.15
208416.5913.38-3.21

-2.32-0.142.17
208516.5313.38-3.15

-2.34-0.152.19
208616.4613.38-3.09

-2.36-0.152.21
208716.3913.37-3.01

-2.38-0.152.23
208816.3113.37-2.94

-2.40-0.152.25
208916.2213.36-2.86

-2.42-0.152.27
209016.1413.36-2.79

-2.43-0.152.28
209116.0713.35-2.71

-2.45-0.152.30
209216.0013.35-2.65

-2.47-0.152.31
209315.9413.34-2.59

-2.48-0.162.33
209415.8813.34-2.54

-2.50-0.162.34
209515.8413.34-2.50

-2.52-0.162.36
209615.8113.34-2.47

-2.53-0.162.38
209715.7813.33-2.44

-2.55-0.162.39
209815.7613.33-2.43

-2.57-0.162.41
209915.7513.33-2.42

-2.59-0.162.43
210015.7513.33-2.41

-2.61-0.162.44

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 16.11% 13.70% -2.42% 2035 -1.50% -0.09% 1.41%

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