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
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3513.09-2.25
132
-0.04-0.000.03
202815.4813.13-2.36
114
-0.07-0.000.07
202915.6113.16-2.45
97
-0.11-0.010.10
203015.7313.18-2.55
80
-0.15-0.010.14
203115.8213.20-2.62
63
-0.18-0.010.17
203215.9313.22-2.70
46
-0.22-0.010.21
203316.0113.23-2.78
30
-0.25-0.010.24
203416.1013.24-2.85
13
-0.29-0.020.27
203516.1613.25-2.91
----
-0.32-0.020.30
203616.2113.25-2.95
----
-0.35-0.020.33
203716.2613.26-3.00
----
-0.38-0.020.36
203816.2913.26-3.03
----
-0.40-0.020.38
203916.3213.27-3.05
----
-0.43-0.030.40
204016.3313.27-3.06
----
-0.45-0.030.42
204116.3313.27-3.06
----
-0.47-0.030.44
204216.3313.27-3.06
----
-0.49-0.030.46
204316.3213.27-3.05
----
-0.51-0.030.48
204416.3213.27-3.05
----
-0.52-0.030.49
204516.3313.28-3.05
----
-0.54-0.030.50
204616.3313.28-3.06
----
-0.55-0.030.51
204716.3513.28-3.07
----
-0.56-0.030.52
204816.3613.28-3.08
----
-0.57-0.030.53
204916.3813.28-3.10
----
-0.57-0.030.54
205016.4113.29-3.12
----
-0.58-0.040.55
205116.4313.29-3.14
----
-0.59-0.040.55
205216.4713.29-3.18
----
-0.59-0.040.56
205316.5113.30-3.22
----
-0.60-0.040.56
205416.5613.30-3.26
----
-0.60-0.040.56
205516.6313.31-3.32
----
-0.60-0.040.57
205616.6913.31-3.38
----
-0.61-0.040.57
205716.7713.32-3.45
----
-0.61-0.040.57
205816.8413.32-3.52
----
-0.61-0.040.58
205916.9213.33-3.59
----
-0.62-0.040.58
206017.0013.34-3.66
----
-0.62-0.040.58
206117.0713.34-3.72
----
-0.63-0.040.59
206217.1313.35-3.78
----
-0.63-0.040.59
206317.1913.35-3.84
----
-0.63-0.040.59
206417.2513.36-3.89
----
-0.64-0.040.60
206517.3013.36-3.94
----
-0.64-0.040.60
206617.3613.37-3.99
----
-0.64-0.040.60
206717.4113.37-4.04
----
-0.65-0.040.61
206817.4613.37-4.09
----
-0.65-0.040.61
206917.5213.38-4.14
----
-0.66-0.040.62
207017.5713.38-4.19
----
-0.66-0.040.62
207117.6213.39-4.23
----
-0.66-0.040.62
207217.6713.39-4.28
----
-0.67-0.040.63
207317.7113.39-4.32
----
-0.67-0.040.63
207417.7513.40-4.35
----
-0.68-0.040.63
207517.7913.40-4.38
----
-0.68-0.040.64
207617.8113.40-4.40
----
-0.68-0.040.64
207717.8213.40-4.41
----
-0.68-0.040.64
207817.8213.40-4.41
----
-0.69-0.040.64
207917.8013.40-4.40
----
-0.69-0.040.64
208017.7813.40-4.37
----
-0.69-0.040.65
208117.7413.40-4.34
----
-0.69-0.040.65
208217.7013.40-4.30
----
-0.69-0.040.65
208317.6613.40-4.26
----
-0.69-0.040.65
208417.6013.39-4.21
----
-0.69-0.040.65
208517.5413.39-4.15
----
-0.69-0.040.65
208617.4713.39-4.09
----
-0.69-0.040.64
208717.4013.38-4.02
----
-0.69-0.040.64
208817.3413.38-3.96
----
-0.68-0.040.64
208917.2713.37-3.90
----
-0.68-0.040.64
209017.2113.37-3.84
----
-0.68-0.040.64
209117.1613.37-3.80
----
-0.68-0.040.64
209217.1213.36-3.76
----
-0.68-0.040.63
209317.1013.36-3.73
----
-0.67-0.040.63
209417.0813.36-3.72
----
-0.67-0.040.63
209517.0713.36-3.71
----
-0.67-0.040.63
209617.0713.36-3.71
----
-0.67-0.040.63
209717.0813.36-3.72
----
-0.67-0.040.63
209817.1013.36-3.74
----
-0.67-0.040.63

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
2023-2097 16.87% 13.75% -3.12% 2034 -0.51% -0.03% 0.48%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.