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
202815.5913.11-2.48
113
0.000.000.00
202915.6913.14-2.55
95
0.000.000.00
203015.8013.16-2.64
78
0.000.000.00
203115.9113.18-2.73
60
0.000.000.00
203216.0013.20-2.80
43
0.000.00-0.00
203316.0713.24-2.83
26
0.000.00-0.00
203416.1513.27-2.89
8
0.010.00-0.01
203516.2413.28-2.96

0.010.00-0.01
203616.3413.29-3.05

0.010.00-0.01
203716.4313.30-3.14

0.020.00-0.02
203816.5113.30-3.21

0.020.00-0.02
203916.5813.31-3.27

0.030.00-0.03
204016.6313.32-3.32

0.030.00-0.03
204116.6813.32-3.36

0.030.00-0.03
204216.7113.33-3.39

0.040.00-0.04
204316.7513.33-3.42

0.040.00-0.04
204416.7913.33-3.45

0.040.00-0.04
204516.8213.34-3.49

0.050.00-0.05
204616.8513.34-3.51

0.050.00-0.05
204716.8913.34-3.55

0.060.00-0.05
204816.9413.35-3.59

0.060.00-0.06
204916.9913.35-3.63

0.060.00-0.06
205017.0413.36-3.68

0.070.00-0.06
205117.0913.36-3.73

0.070.00-0.07
205217.1513.37-3.78

0.070.00-0.07
205317.2213.38-3.85

0.080.00-0.07
205417.3013.38-3.91

0.080.00-0.08
205517.3813.39-3.99

0.080.00-0.08
205617.4713.40-4.07

0.080.00-0.08
205717.5613.40-4.16

0.090.00-0.08
205817.6613.41-4.25

0.090.00-0.09
205917.7513.42-4.33

0.090.00-0.09
206017.8413.43-4.41

0.100.00-0.09
206117.9213.43-4.48

0.100.00-0.09
206217.9913.44-4.55

0.100.00-0.10
206318.0713.45-4.62

0.100.00-0.10
206418.1313.45-4.68

0.100.00-0.10
206518.2013.46-4.75

0.110.00-0.10
206618.2813.46-4.81

0.110.00-0.10
206718.3513.47-4.88

0.110.00-0.10
206818.4213.48-4.94

0.110.00-0.11
206918.4913.48-5.01

0.110.00-0.11
207018.5713.49-5.08

0.110.00-0.11
207118.6413.49-5.15

0.110.01-0.11
207218.7213.50-5.21

0.120.01-0.11
207318.7913.51-5.28

0.120.01-0.11
207418.8613.51-5.35

0.120.01-0.11
207518.9213.52-5.40

0.120.01-0.11
207618.9713.52-5.45

0.120.01-0.11
207719.0113.53-5.49

0.120.01-0.11
207819.0513.53-5.52

0.120.01-0.11
207919.0713.53-5.53

0.120.01-0.11
208019.0813.53-5.54

0.120.01-0.12
208119.0813.53-5.54

0.120.01-0.12
208219.0713.53-5.54

0.120.01-0.12
208319.0613.53-5.52

0.120.01-0.12
208419.0313.53-5.50

0.120.01-0.12
208518.9913.53-5.46

0.120.01-0.12
208618.9413.53-5.41

0.120.01-0.12
208718.8913.53-5.36

0.120.01-0.12
208818.8313.52-5.30

0.120.01-0.12
208918.7613.52-5.24

0.120.01-0.12
209018.7013.51-5.18

0.120.01-0.12
209118.6413.51-5.13

0.120.01-0.12
209218.5913.51-5.08

0.120.01-0.12
209318.5413.50-5.04

0.120.01-0.12
209418.5113.50-5.00

0.120.01-0.12
209518.4813.50-4.98

0.120.01-0.12
209618.4613.50-4.96

0.120.01-0.12
209718.4513.50-4.95

0.120.01-0.12
209818.4513.50-4.95

0.120.01-0.12
209918.4613.50-4.96

0.120.01-0.12
210018.4713.50-4.97

0.120.01-0.12

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 17.69% 13.79% -3.90% 2034 0.07% 0.00% -0.07%

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