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
202715.4813.33-2.15
131
0.000.240.24
202815.5913.53-2.06
114
-0.000.420.42
202915.6913.69-2.00
99
0.000.560.56
203015.8013.82-1.98
85
0.000.660.66
203115.9213.86-2.06
72
0.000.670.67
203216.0113.88-2.13
58
0.010.680.67
203316.0213.93-2.09
45
-0.050.690.74
203416.1513.96-2.19
32
0.000.700.69
203516.2413.98-2.26
19
0.010.700.70
203616.3313.99-2.34
5
0.010.710.70
203716.4314.01-2.41

0.010.720.70
203816.5014.03-2.47

0.010.730.71
203916.5714.04-2.53

0.020.730.71
204016.6314.05-2.57

0.020.740.72
204116.6714.07-2.60

0.030.750.72
204216.7114.08-2.63

0.030.760.72
204316.7414.09-2.65

0.040.760.73
204416.7814.10-2.68

0.040.770.73
204516.8214.11-2.71

0.050.780.73
204616.8614.12-2.73

0.050.790.73
204716.9014.14-2.76

0.060.790.73
204816.9414.15-2.79

0.070.800.74
204917.0014.16-2.83

0.070.810.74
205017.0514.17-2.88

0.080.820.74
205117.1114.19-2.92

0.090.830.74
205217.1814.20-2.98

0.100.830.74
205317.2514.21-3.04

0.110.840.73
205417.3314.23-3.11

0.120.850.73
205517.4314.24-3.18

0.130.860.73
205617.5214.26-3.26

0.140.870.73
205717.6214.27-3.35

0.150.870.73
205817.7314.29-3.44

0.160.880.72
205917.8314.31-3.52

0.170.890.72
206017.9214.32-3.60

0.180.900.72
206118.0114.34-3.68

0.190.910.71
206218.1014.35-3.75

0.200.910.71
206318.1814.36-3.81

0.210.920.71
206418.2614.37-3.88

0.220.930.70
206518.3414.39-3.94

0.240.940.70
206618.4214.40-4.01

0.250.940.70
206718.5014.42-4.08

0.260.950.69
206818.5814.43-4.15

0.270.960.69
206918.6614.44-4.22

0.280.960.68
207018.7514.46-4.29

0.290.980.68
207118.8314.47-4.36

0.310.980.68
207218.9214.49-4.43

0.320.990.67
207319.0014.50-4.50

0.331.000.67
207419.0814.51-4.57

0.341.000.67
207519.1514.52-4.62

0.351.010.67
207619.2114.54-4.67

0.361.020.66
207719.2614.55-4.71

0.361.030.66
207819.3014.56-4.74

0.371.030.66
207919.3314.57-4.76

0.381.040.66
208019.3414.58-4.77

0.391.050.66
208119.3514.58-4.77

0.391.060.66
208219.3514.59-4.76

0.401.060.66
208319.3414.60-4.74

0.411.070.66
208419.3214.60-4.72

0.411.070.66
208519.2914.61-4.68

0.421.080.67
208619.2414.61-4.63

0.421.090.67
208719.1914.61-4.57

0.421.090.67
208819.1314.62-4.51

0.431.100.67
208919.0714.62-4.45

0.431.110.68
209019.0114.62-4.39

0.431.110.68
209118.9514.62-4.33

0.431.120.68
209218.9014.63-4.27

0.441.120.69
209318.8614.63-4.23

0.441.130.69
209418.8314.63-4.19

0.441.140.70
209518.8014.64-4.16

0.441.140.70
209618.7914.64-4.14

0.451.150.70
209718.7814.65-4.13

0.451.150.71
209818.7814.65-4.13

0.451.160.71
209918.7914.66-4.13

0.451.170.71
210018.8114.67-4.14

0.461.170.72

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 17.80% 14.64% -3.16% 2036 0.19% 0.85% 0.66%

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