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
202414.8612.89-1.97
187
-0.010.000.01
202515.0312.97-2.05
168
-0.020.000.02
202615.2113.08-2.13
150
-0.020.000.03
202715.3513.10-2.25
132
-0.030.000.04
202815.5113.13-2.38
114
-0.040.000.05
202915.6713.16-2.50
97
-0.050.000.06
203015.8113.19-2.62
80
-0.060.000.07
203115.9313.22-2.71
62
-0.080.000.08
203216.0513.24-2.81
45
-0.100.000.10
203316.1513.25-2.90
28
-0.120.000.12
203416.2413.26-2.98
10
-0.140.000.14
203516.3113.27-3.05
----
-0.160.000.17
203616.3813.28-3.10
----
-0.180.000.18
203716.4313.28-3.15
----
-0.200.000.20
203816.4713.29-3.18
----
-0.230.000.23
203916.4913.29-3.20
----
-0.260.000.26
204016.5013.30-3.20
----
-0.28-0.000.28
204116.4913.30-3.19
----
-0.31-0.000.31
204216.4713.30-3.17
----
-0.34-0.000.34
204316.4613.30-3.15
----
-0.38-0.000.37
204416.4413.30-3.14
----
-0.41-0.000.40
204516.4213.30-3.12
----
-0.44-0.000.44
204616.4113.31-3.10
----
-0.47-0.000.47
204716.4013.31-3.09
----
-0.51-0.000.50
204816.3813.31-3.07
----
-0.54-0.000.54
204916.3713.31-3.06
----
-0.58-0.000.58
205016.3613.32-3.05
----
-0.62-0.010.62
205116.3513.32-3.03
----
-0.67-0.010.66
205216.3513.32-3.03
----
-0.71-0.010.70
205316.3613.33-3.03
----
-0.75-0.010.75
205416.3713.33-3.04
----
-0.79-0.010.79
205516.4013.33-3.06
----
-0.83-0.010.82
205616.4313.34-3.09
----
-0.87-0.010.86
205716.4713.34-3.13
----
-0.91-0.010.90
205816.5213.35-3.16
----
-0.94-0.010.93
205916.5613.36-3.20
----
-0.98-0.010.97
206016.6013.36-3.24
----
-1.02-0.011.01
206116.6413.37-3.27
----
-1.05-0.011.04
206216.6713.37-3.30
----
-1.09-0.011.07
206316.7013.38-3.33
----
-1.12-0.011.11
206416.7313.38-3.35
----
-1.16-0.021.14
206516.7513.38-3.36
----
-1.20-0.021.18
206616.7713.39-3.38
----
-1.23-0.021.22
206716.7913.39-3.40
----
-1.27-0.021.25
206816.8113.40-3.42
----
-1.30-0.021.29
206916.8413.40-3.44
----
-1.34-0.021.32
207016.8613.40-3.45
----
-1.37-0.021.35
207116.8713.41-3.46
----
-1.41-0.021.39
207216.8913.41-3.48
----
-1.44-0.021.42
207316.9113.41-3.50
----
-1.47-0.021.45
207416.9213.42-3.51
----
-1.50-0.021.48
207516.9213.42-3.51
----
-1.54-0.021.52
207616.9113.42-3.49
----
-1.58-0.031.55
207716.8913.42-3.47
----
-1.61-0.031.58
207816.8613.41-3.44
----
-1.65-0.031.61
207916.8213.41-3.40
----
-1.67-0.041.64
208016.7613.41-3.36
----
-1.70-0.041.66
208116.7113.40-3.31
----
-1.73-0.041.68
208216.6513.40-3.25
----
-1.75-0.041.70
208316.5813.39-3.18
----
-1.77-0.051.72
208416.5013.39-3.11
----
-1.79-0.051.74
208516.4213.38-3.04
----
-1.80-0.051.75
208616.3413.38-2.96
----
-1.82-0.051.77
208716.2513.37-2.88
----
-1.84-0.051.78
208816.1813.37-2.81
----
-1.84-0.051.79
208916.1013.36-2.74
----
-1.85-0.051.79
209016.0413.36-2.68
----
-1.85-0.051.80
209115.9913.36-2.63
----
-1.85-0.051.80
209215.9513.35-2.60
----
-1.85-0.051.80
209315.9213.35-2.57
----
-1.85-0.051.80
209415.9013.35-2.55
----
-1.85-0.051.80
209515.9013.35-2.54
----
-1.85-0.051.80
209615.9013.35-2.54
----
-1.85-0.051.80
209715.9113.35-2.55
----
-1.85-0.051.80
209815.9213.36-2.57
----
-1.85-0.051.80

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 16.48% 13.76% -2.72% 2034 -0.90% -0.02% 0.89%

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