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
202616.0413.07-2.97
142
0.760.03-0.72
202716.2513.12-3.13
120
0.770.04-0.73
202816.3613.15-3.21
99
0.770.04-0.74
202916.4713.17-3.30
78
0.780.04-0.74
203016.5813.20-3.39
57
0.780.04-0.75
203116.7013.23-3.48
37
0.790.04-0.75
203216.8013.24-3.55
16
0.790.04-0.75
203316.8713.29-3.58

0.800.04-0.76
203416.9513.31-3.64

0.800.04-0.76
203517.0413.32-3.72

0.810.04-0.76
203617.1313.33-3.80

0.810.05-0.77
203717.2313.34-3.89

0.820.05-0.77
203817.3113.35-3.96

0.820.05-0.77
203917.3713.36-4.02

0.820.05-0.78
204017.4313.36-4.07

0.820.05-0.78
204117.4713.37-4.11

0.830.05-0.78
204217.5013.37-4.13

0.830.05-0.78
204317.5413.38-4.16

0.830.05-0.78
204417.5713.38-4.19

0.830.05-0.78
204517.6113.38-4.22

0.830.05-0.79
204617.6413.39-4.25

0.840.05-0.79
204717.6713.39-4.28

0.840.05-0.79
204817.7213.40-4.32

0.840.05-0.79
204917.7613.40-4.36

0.840.05-0.79
205017.8113.41-4.41

0.840.05-0.79
205117.8713.41-4.46

0.850.05-0.80
205217.9313.42-4.51

0.850.05-0.80
205318.0013.42-4.58

0.850.05-0.80
205418.0713.43-4.65

0.860.05-0.81
205518.1613.44-4.72

0.860.05-0.81
205618.2513.44-4.81

0.860.05-0.81
205718.3513.45-4.89

0.870.05-0.82
205818.4513.46-4.99

0.870.05-0.82
205918.5413.47-5.07

0.880.05-0.83
206018.6313.48-5.15

0.880.05-0.83
206118.7113.48-5.22

0.890.05-0.83
206218.7813.49-5.29

0.890.05-0.84
206318.8613.50-5.36

0.890.05-0.84
206418.9313.50-5.43

0.900.05-0.84
206519.0013.51-5.49

0.900.05-0.85
206619.0713.51-5.56

0.900.05-0.85
206719.1513.52-5.63

0.910.05-0.85
206819.2213.53-5.69

0.910.05-0.86
206919.3013.53-5.76

0.910.05-0.86
207019.3813.54-5.84

0.920.06-0.86
207119.4513.55-5.91

0.920.06-0.87
207219.5313.55-5.97

0.930.06-0.87
207319.6013.56-6.04

0.930.06-0.87
207419.6713.56-6.11

0.930.06-0.88
207519.7413.57-6.17

0.940.06-0.88
207619.7913.57-6.22

0.940.06-0.88
207719.8313.58-6.26

0.940.06-0.88
207819.8713.58-6.29

0.940.06-0.89
207919.8913.58-6.31

0.940.06-0.89
208019.9013.59-6.31

0.940.06-0.89
208119.9013.59-6.32

0.940.06-0.89
208219.8913.59-6.31

0.940.06-0.89
208319.8813.59-6.29

0.940.06-0.89
208419.8513.59-6.26

0.940.06-0.88
208519.8113.58-6.23

0.940.06-0.88
208619.7613.58-6.18

0.940.06-0.88
208719.7013.58-6.12

0.930.06-0.88
208819.6413.57-6.06

0.930.06-0.87
208919.5713.57-6.00

0.930.06-0.87
209019.5013.57-5.94

0.930.06-0.87
209119.4413.56-5.88

0.920.06-0.87
209219.3913.56-5.83

0.920.06-0.86
209319.3413.56-5.78

0.920.06-0.86
209419.3013.55-5.75

0.920.06-0.86
209519.2713.55-5.72

0.910.06-0.86
209619.2613.55-5.71

0.910.06-0.86
209719.2413.55-5.69

0.910.06-0.86
209819.2413.55-5.69

0.910.06-0.86
209919.2513.55-5.70

0.910.06-0.86
210019.2713.55-5.72

0.910.06-0.86

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 18.48% 13.84% -4.64% 2032 0.86% 0.05% -0.81%

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