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
203115.9113.28-2.64
60
0.000.090.09
203216.0013.39-2.61
44
0.000.190.19
203316.0613.53-2.53
27
-0.010.280.30
203416.1413.64-2.50
12
-0.000.380.38
203516.2313.75-2.48

-0.000.470.48
203616.3213.85-2.47

-0.000.570.57
203716.4113.96-2.45

-0.000.660.67
203816.4814.06-2.42

-0.000.760.76
203916.5514.16-2.38

-0.000.850.86
204016.6014.27-2.33

-0.010.950.96
204116.6414.37-2.27

-0.011.051.05
204216.6714.46-2.20

-0.011.141.15
204316.7014.56-2.13

-0.011.231.25
204416.7314.66-2.07

-0.011.331.34
204516.7614.76-2.00

-0.021.421.44
204616.7814.86-1.93

-0.021.521.54
204716.8214.96-1.86

-0.021.611.64
204816.8515.06-1.80

-0.021.711.73
204916.9015.16-1.74

-0.031.801.83
205016.9415.25-1.68

-0.031.901.93
205116.9815.26-1.72

-0.041.901.94
205217.0415.27-1.77

-0.041.901.94
205317.1015.27-1.83

-0.041.901.95
205417.1715.28-1.89

-0.051.901.95
205517.2515.29-1.96

-0.051.901.95
205617.3315.29-2.03

-0.061.901.96
205717.4115.30-2.11

-0.061.901.96
205817.5015.31-2.19

-0.071.901.97
205917.5915.32-2.27

-0.071.901.97
206017.6715.32-2.34

-0.081.901.98
206117.7415.33-2.41

-0.081.901.98
206217.8115.34-2.47

-0.081.901.98
206317.8815.34-2.53

-0.091.901.99
206417.9415.35-2.59

-0.091.901.99
206518.0015.35-2.65

-0.101.901.99
206618.0715.36-2.71

-0.101.902.00
206718.1415.36-2.77

-0.101.902.00
206818.2015.37-2.83

-0.101.902.00
206918.2715.38-2.90

-0.111.902.01
207018.3515.38-2.96

-0.111.902.01
207118.4215.39-3.03

-0.111.902.01
207218.4915.39-3.09

-0.111.902.01
207318.5615.40-3.16

-0.121.902.01
207418.6215.41-3.22

-0.121.902.02
207518.6815.41-3.27

-0.121.902.02
207618.7315.42-3.32

-0.121.902.02
207718.7715.42-3.35

-0.121.902.02
207818.8015.42-3.38

-0.121.902.02
207918.8215.42-3.40

-0.121.902.02
208018.8315.43-3.41

-0.121.902.02
208118.8315.43-3.41

-0.121.902.02
208218.8315.43-3.40

-0.121.902.02
208318.8115.43-3.38

-0.131.902.02
208418.7815.43-3.36

-0.131.902.02
208518.7415.43-3.32

-0.131.902.02
208618.7015.42-3.27

-0.121.902.02
208718.6415.42-3.22

-0.121.902.02
208818.5815.42-3.16

-0.121.902.02
208918.5215.41-3.11

-0.121.902.02
209018.4515.41-3.05

-0.121.902.02
209118.4015.40-2.99

-0.121.902.02
209218.3415.40-2.94

-0.121.902.02
209318.3015.40-2.90

-0.121.902.02
209418.2615.40-2.87

-0.121.902.02
209518.2415.39-2.84

-0.121.902.02
209618.2215.39-2.83

-0.121.902.02
209718.2115.39-2.82

-0.121.902.02
209818.2115.39-2.81

-0.121.902.02
209918.2215.39-2.82

-0.121.902.02
210018.2315.40-2.84

-0.121.902.02

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 17.55% 15.21% -2.34% 2034 -0.06% 1.42% 1.49%

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