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
202815.5913.20-2.39
113
0.000.090.09
202915.6913.32-2.37
96
-0.000.190.19
203015.8013.44-2.36
80
-0.000.280.28
203115.9113.56-2.35
64
0.000.380.38
203216.0013.68-2.33
49
0.000.470.47
203316.0313.81-2.22
34
-0.040.570.61
203416.1413.84-2.30
21
-0.010.570.58
203516.2313.85-2.38
7
-0.000.570.58
203616.3213.86-2.46

-0.000.570.58
203716.4113.87-2.54

-0.000.570.58
203816.4813.88-2.61

-0.010.570.58
203916.5513.88-2.66

-0.010.570.58
204016.6013.89-2.71

-0.010.570.58
204116.6413.89-2.74

-0.010.570.58
204216.6713.90-2.77

-0.010.570.58
204316.7013.90-2.79

-0.010.570.59
204416.7313.90-2.82

-0.010.570.59
204516.7613.91-2.85

-0.020.570.59
204616.7913.91-2.87

-0.020.570.59
204716.8213.92-2.90

-0.020.570.59
204816.8613.92-2.94

-0.020.570.59
204916.9013.92-2.98

-0.020.570.59
205016.9513.93-3.02

-0.020.570.59
205117.0013.93-3.06

-0.020.570.60
205217.0513.94-3.12

-0.030.570.60
205317.1213.94-3.17

-0.030.570.60
205417.1913.95-3.24

-0.030.570.60
205517.2713.96-3.31

-0.030.570.60
205617.3613.96-3.39

-0.030.570.60
205717.4513.97-3.47

-0.030.570.60
205817.5413.98-3.56

-0.030.570.60
205917.6313.99-3.64

-0.030.570.60
206017.7113.99-3.71

-0.030.570.61
206117.7914.00-3.78

-0.030.570.61
206217.8614.01-3.85

-0.030.570.61
206317.9314.01-3.91

-0.040.570.61
206417.9914.02-3.97

-0.040.570.61
206518.0614.03-4.04

-0.040.570.61
206618.1314.03-4.10

-0.040.570.61
206718.2014.04-4.16

-0.040.570.61
206818.2714.04-4.23

-0.040.570.61
206918.3414.05-4.29

-0.040.570.61
207018.4214.06-4.36

-0.040.570.61
207118.4914.06-4.43

-0.040.570.61
207218.5614.07-4.49

-0.040.570.61
207318.6314.07-4.56

-0.040.570.61
207418.7014.08-4.62

-0.040.570.61
207518.7614.08-4.68

-0.040.570.61
207618.8114.09-4.72

-0.040.570.61
207718.8614.09-4.76

-0.040.570.61
207818.8914.10-4.79

-0.040.570.61
207918.9114.10-4.81

-0.040.570.61
208018.9214.10-4.82

-0.040.570.61
208118.9214.10-4.82

-0.040.570.61
208218.9114.10-4.81

-0.040.570.61
208318.9014.10-4.79

-0.040.570.61
208418.8714.10-4.77

-0.040.570.61
208518.8314.10-4.73

-0.040.570.61
208618.7814.10-4.69

-0.040.570.61
208718.7314.09-4.63

-0.040.570.61
208818.6714.09-4.58

-0.040.570.61
208918.6014.09-4.52

-0.040.570.61
209018.5414.08-4.46

-0.040.570.61
209118.4814.08-4.40

-0.040.570.61
209218.4314.07-4.35

-0.040.570.61
209318.3814.07-4.31

-0.040.570.61
209418.3514.07-4.28

-0.040.570.61
209518.3214.07-4.25

-0.040.570.61
209618.3014.07-4.24

-0.040.570.61
209718.2914.07-4.23

-0.040.570.61
209818.2914.07-4.23

-0.040.570.61
209918.3014.07-4.23

-0.040.570.61
210018.3214.07-4.25

-0.040.570.61

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 17.59% 14.31% -3.28% 2035 -0.02% 0.52% 0.55%

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