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
0.000.00-0.00
202915.6913.14-2.55
95
0.000.00-0.00
203015.8013.16-2.64
78
0.000.00-0.00
203115.9113.18-2.73
60
0.000.00-0.00
203216.0013.20-2.80
43
0.000.00-0.00
203316.0813.24-2.83
26
0.000.00-0.00
203416.1513.27-2.89
8
0.010.00-0.01
203516.2413.28-2.97

0.010.00-0.01
203616.3413.29-3.06

0.020.00-0.02
203716.4413.30-3.14

0.030.00-0.02
203816.5213.30-3.22

0.030.00-0.03
203916.5913.31-3.28

0.040.00-0.04
204016.6513.32-3.33

0.040.00-0.04
204116.6913.32-3.37

0.050.00-0.05
204216.7313.33-3.41

0.050.00-0.05
204316.7713.33-3.44

0.060.00-0.06
204416.8113.33-3.47

0.070.00-0.06
204516.8513.34-3.51

0.070.00-0.07
204616.8813.34-3.54

0.080.00-0.08
204716.9213.35-3.57

0.080.00-0.08
204816.9713.35-3.62

0.090.00-0.09
204917.0213.36-3.66

0.090.00-0.09
205017.0713.36-3.71

0.100.00-0.10
205117.1313.37-3.76

0.110.00-0.10
205217.1913.37-3.82

0.110.00-0.11
205317.2613.38-3.88

0.120.01-0.11
205417.3413.38-3.95

0.120.01-0.12
205517.4213.39-4.03

0.130.01-0.12
205617.5113.40-4.12

0.130.01-0.12
205717.6113.41-4.20

0.130.01-0.13
205817.7113.41-4.29

0.140.01-0.13
205917.8013.42-4.38

0.140.01-0.13
206017.8913.43-4.46

0.150.01-0.14
206117.9713.44-4.53

0.150.01-0.14
206218.0413.44-4.60

0.150.01-0.14
206318.1213.45-4.67

0.150.01-0.15
206418.1913.46-4.73

0.160.01-0.15
206518.2613.46-4.80

0.160.01-0.15
206618.3313.47-4.86

0.160.01-0.15
206718.4013.47-4.93

0.160.01-0.15
206818.4713.48-4.99

0.160.01-0.16
206918.5513.49-5.06

0.170.01-0.16
207018.6213.49-5.13

0.170.01-0.16
207118.7013.50-5.20

0.170.01-0.16
207218.7713.50-5.27

0.170.01-0.16
207318.8413.51-5.33

0.170.01-0.16
207418.9113.52-5.40

0.170.01-0.16
207518.9813.52-5.45

0.170.01-0.17
207619.0313.53-5.50

0.180.01-0.17
207719.0713.53-5.54

0.180.01-0.17
207819.1013.53-5.57

0.180.01-0.17
207919.1213.54-5.59

0.180.01-0.17
208019.1313.54-5.60

0.180.01-0.17
208119.1413.54-5.60

0.180.01-0.17
208219.1313.54-5.59

0.180.01-0.17
208319.1113.54-5.57

0.180.01-0.17
208419.0913.54-5.55

0.180.01-0.17
208519.0513.54-5.51

0.180.01-0.17
208619.0013.53-5.47

0.180.01-0.17
208718.9413.53-5.41

0.180.01-0.17
208818.8813.53-5.35

0.180.01-0.17
208918.8213.52-5.30

0.180.01-0.17
209018.7513.52-5.24

0.180.01-0.17
209118.6913.51-5.18

0.180.01-0.17
209218.6413.51-5.13

0.170.01-0.17
209318.6013.51-5.09

0.170.01-0.17
209418.5613.51-5.05

0.170.01-0.17
209518.5313.50-5.03

0.170.01-0.17
209618.5213.50-5.01

0.170.01-0.16
209718.5013.50-5.00

0.170.01-0.16
209818.5013.50-5.00

0.170.01-0.16
209918.5113.50-5.01

0.170.01-0.16
210018.5313.51-5.02

0.170.01-0.16

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 17.72% 13.79% -3.93% 2034 0.11% 0.01% -0.10%

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