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
202615.2913.30-1.99
149
0.000.260.26
202715.4813.60-1.87
133
-0.000.520.52
202815.5913.85-1.74
118
-0.000.740.74
202915.6914.08-1.61
105
0.000.940.94
203015.8014.28-1.52
93
0.001.121.12
203115.9114.47-1.44
82
0.001.291.28
203216.0114.64-1.37
72
0.011.431.42
203315.9614.81-1.15
63
-0.111.571.68
203416.1414.95-1.18
56
-0.011.691.70
203516.2315.07-1.15
49
-0.001.801.80
203616.3215.09-1.23
42
-0.001.801.81
203716.4115.10-1.31
34
0.001.811.80
203816.4915.11-1.38
27
0.001.811.80
203916.5615.12-1.44
18
0.001.811.80
204016.6115.12-1.49
10
0.011.811.80
204116.6615.13-1.52
1
0.011.811.80
204216.6915.14-1.55

0.011.811.80
204316.7215.14-1.58

0.021.811.80
204416.7615.15-1.62

0.021.811.79
204516.8015.15-1.65

0.031.821.79
204616.8415.16-1.68

0.031.821.79
204716.8815.16-1.71

0.041.821.78
204816.9215.17-1.76

0.051.821.77
204916.9815.18-1.80

0.061.821.77
205017.0415.18-1.85

0.061.831.76
205117.1015.19-1.91

0.071.831.75
205217.1715.20-1.97

0.081.831.74
205317.2415.20-2.04

0.101.831.74
205417.3315.21-2.11

0.111.831.73
205517.4215.22-2.20

0.121.841.72
205617.5215.23-2.29

0.131.841.71
205717.6215.24-2.38

0.151.841.69
205817.7315.25-2.48

0.161.841.68
205917.8415.26-2.57

0.181.851.67
206017.9315.27-2.66

0.191.851.66
206118.0215.28-2.74

0.201.851.65
206218.1115.29-2.82

0.221.851.63
206318.2015.30-2.90

0.231.861.62
206418.2815.31-2.97

0.251.861.61
206518.3615.31-3.05

0.261.861.60
206618.4515.32-3.13

0.281.861.58
206718.5315.33-3.20

0.291.871.57
206818.6215.34-3.28

0.311.871.56
206918.7115.35-3.36

0.331.871.54
207018.8015.36-3.44

0.341.871.53
207118.8815.36-3.52

0.361.871.52
207218.9715.37-3.60

0.371.881.51
207319.0615.38-3.68

0.381.881.50
207419.1415.39-3.75

0.401.881.48
207519.2115.40-3.82

0.411.881.47
207619.2715.40-3.87

0.421.891.46
207719.3315.41-3.92

0.431.891.45
207819.3715.41-3.96

0.441.891.44
207919.4015.42-3.98

0.451.891.44
208019.4215.42-4.00

0.461.891.43
208119.4315.42-4.01

0.471.891.42
208219.4315.42-4.00

0.481.891.42
208319.4215.42-3.99

0.481.901.41
208419.4015.42-3.97

0.491.901.41
208519.3615.42-3.94

0.491.901.41
208619.3215.42-3.89

0.501.901.40
208719.2615.42-3.84

0.501.901.40
208819.2015.42-3.79

0.501.901.40
208919.1415.41-3.73

0.501.901.40
209019.0815.41-3.67

0.501.901.40
209119.0215.41-3.61

0.501.901.40
209218.9715.40-3.56

0.501.901.40
209318.9215.40-3.52

0.501.901.40
209418.8915.40-3.49

0.501.901.40
209518.8615.40-3.46

0.511.911.40
209618.8515.40-3.45

0.511.911.40
209718.8415.40-3.44

0.511.911.40
209818.8415.40-3.44

0.511.911.40
209918.8515.40-3.44

0.511.911.40
210018.8615.40-3.46

0.511.911.40

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 17.82% 15.50% -2.32% 2041 0.21% 1.71% 1.51%

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