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
-0.00-0.000.00
203316.0713.24-2.83
26
-0.00-0.000.00
203416.1413.27-2.88
9
-0.00-0.000.00
203516.2313.28-2.95

-0.00-0.000.00
203616.3213.29-3.04

-0.00-0.000.00
203716.4113.29-3.11

-0.00-0.000.00
203816.4813.30-3.18

-0.01-0.000.01
203916.5413.31-3.23

-0.01-0.000.01
204016.5913.31-3.27

-0.02-0.000.02
204116.6213.32-3.30

-0.02-0.000.02
204216.6513.32-3.33

-0.03-0.000.03
204316.6813.33-3.35

-0.03-0.000.03
204416.7113.33-3.38

-0.04-0.000.03
204516.7313.33-3.40

-0.04-0.000.04
204616.7613.34-3.42

-0.05-0.000.04
204716.7813.34-3.44

-0.05-0.000.05
204816.8213.34-3.48

-0.06-0.000.05
204916.8613.35-3.51

-0.06-0.000.06
205016.9013.35-3.55

-0.07-0.000.06
205116.9513.36-3.59

-0.07-0.000.07
205217.0013.36-3.64

-0.08-0.000.07
205317.0613.37-3.70

-0.08-0.010.08
205417.1313.37-3.76

-0.09-0.010.08
205517.2113.38-3.83

-0.09-0.010.08
205617.2913.39-3.90

-0.09-0.010.09
205717.3813.39-3.98

-0.10-0.010.09
205817.4713.40-4.07

-0.10-0.010.09
205917.5613.41-4.15

-0.10-0.010.10
206017.6413.42-4.22

-0.11-0.010.10
206117.7113.42-4.29

-0.11-0.010.10
206217.7813.43-4.35

-0.11-0.010.10
206317.8513.43-4.41

-0.11-0.010.11
206417.9113.44-4.47

-0.12-0.010.11
206517.9813.45-4.53

-0.12-0.010.11
206618.0513.45-4.59

-0.12-0.010.11
206718.1113.46-4.66

-0.12-0.010.12
206818.1813.46-4.72

-0.13-0.010.12
206918.2513.47-4.78

-0.13-0.010.12
207018.3313.48-4.85

-0.13-0.010.12
207118.5313.49-5.04

0.000.000.00
207218.6013.50-5.10

0.000.000.00
207318.6713.50-5.17

0.000.000.00
207418.7413.51-5.23

0.000.000.00
207518.8013.51-5.29

0.000.000.00
207618.8513.52-5.33

0.000.000.00
207718.8913.52-5.37

0.000.000.00
207818.9313.52-5.40

0.000.000.00
207918.8113.52-5.29

-0.14-0.010.13
208018.8113.52-5.30

-0.14-0.010.13
208118.8213.52-5.30

-0.14-0.010.13
208218.8113.52-5.29

-0.14-0.010.13
208318.7913.52-5.27

-0.15-0.010.14
208418.7613.52-5.24

-0.15-0.010.14
208518.7213.52-5.21

-0.15-0.010.14
208618.6713.51-5.16

-0.15-0.010.14
208718.6213.51-5.10

-0.15-0.010.14
208818.5513.51-5.05

-0.15-0.010.14
208918.4913.50-4.99

-0.15-0.010.14
209018.4313.50-4.93

-0.15-0.010.14
209118.3713.50-4.87

-0.15-0.010.14
209218.3113.49-4.82

-0.15-0.010.14
209318.2713.49-4.78

-0.15-0.010.14
209418.2313.49-4.74

-0.16-0.010.14
209518.2013.49-4.72

-0.16-0.010.15
209618.1813.48-4.70

-0.16-0.010.15
209718.1713.48-4.69

-0.16-0.010.15
209818.1713.48-4.69

-0.16-0.010.15
209918.1813.48-4.69

-0.16-0.010.15
210018.1913.49-4.71

-0.16-0.010.15

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 17.54% 13.78% -3.76% 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.