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
203115.9113.18-2.73
60
0.000.000.00
203216.0013.20-2.80
43
-0.00-0.000.00
203316.0713.24-2.82
26
-0.00-0.000.00
203416.1413.26-2.87
9
-0.01-0.000.01
203516.2213.27-2.94

-0.01-0.000.01
203616.3013.28-3.02

-0.02-0.000.02
203716.3813.29-3.09

-0.03-0.000.03
203816.4413.30-3.14

-0.05-0.000.04
203916.4913.31-3.19

-0.06-0.000.06
204016.5313.31-3.22

-0.07-0.000.07
204116.5613.31-3.24

-0.09-0.010.08
204216.5713.32-3.26

-0.10-0.010.10
204316.5913.32-3.27

-0.11-0.010.11
204416.6113.32-3.29

-0.13-0.010.12
204516.6313.33-3.31

-0.14-0.010.13
204616.6513.33-3.32

-0.15-0.010.15
204716.6713.33-3.34

-0.17-0.010.16
204816.7013.34-3.36

-0.18-0.010.17
204916.7313.34-3.39

-0.19-0.010.18
205016.7613.34-3.42

-0.21-0.010.19
205116.8013.35-3.45

-0.22-0.010.21
205216.8513.35-3.50

-0.23-0.010.22
205316.9013.36-3.54

-0.24-0.020.23
205416.9613.36-3.60

-0.25-0.020.24
205517.0313.37-3.66

-0.27-0.020.25
205617.1113.38-3.73

-0.28-0.020.26
205717.1913.38-3.81

-0.29-0.020.27
205817.2813.39-3.89

-0.30-0.020.28
205917.3613.40-3.96

-0.30-0.020.29
206017.4313.40-4.03

-0.31-0.020.29
206117.5013.41-4.09

-0.32-0.020.30
206217.5713.42-4.15

-0.32-0.020.30
206317.6313.42-4.21

-0.33-0.020.31
206417.7013.43-4.27

-0.33-0.020.31
206517.7613.43-4.33

-0.34-0.020.32
206617.8313.44-4.39

-0.34-0.020.32
206717.9013.44-4.45

-0.34-0.020.32
206817.9613.45-4.51

-0.34-0.020.32
206918.0413.46-4.58

-0.34-0.020.32
207018.1113.46-4.65

-0.35-0.020.32
207118.1813.47-4.71

-0.35-0.020.33
207218.2513.47-4.78

-0.35-0.020.33
207318.3213.48-4.84

-0.35-0.020.33
207418.3913.48-4.90

-0.35-0.020.33
207518.4513.49-4.96

-0.35-0.020.33
207618.5013.49-5.00

-0.35-0.020.33
207718.5413.50-5.04

-0.35-0.020.33
207818.5713.50-5.07

-0.35-0.020.33
207918.5913.50-5.09

-0.35-0.020.33
208018.6013.51-5.10

-0.35-0.020.33
208118.6113.51-5.10

-0.35-0.020.33
208218.6013.51-5.09

-0.35-0.020.33
208318.5813.51-5.08

-0.35-0.020.33
208418.5613.51-5.05

-0.35-0.020.33
208518.5213.50-5.02

-0.35-0.020.33
208618.4813.50-4.97

-0.35-0.020.32
208718.4213.50-4.92

-0.34-0.020.32
208818.3613.49-4.87

-0.34-0.020.32
208918.3013.49-4.81

-0.34-0.020.32
209018.2413.49-4.75

-0.34-0.020.31
209118.1813.48-4.70

-0.33-0.020.31
209218.1313.48-4.65

-0.33-0.020.31
209318.0913.48-4.61

-0.33-0.020.31
209418.0513.48-4.58

-0.33-0.020.31
209518.0313.47-4.55

-0.33-0.020.31
209618.0113.47-4.54

-0.33-0.020.31
209718.0013.47-4.53

-0.33-0.020.31
209818.0013.47-4.53

-0.33-0.020.31
209918.0113.47-4.53

-0.33-0.020.31
210018.0213.47-4.55

-0.33-0.020.31

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 17.39% 13.77% -3.62% 2034 -0.22% -0.01% 0.21%

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