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
203015.9513.17-2.79
77
0.150.01-0.15
203116.0713.19-2.88
59
0.160.01-0.15
203216.1613.21-2.95
41
0.160.01-0.15
203316.2413.25-2.98
23
0.160.01-0.15
203416.3113.28-3.04
5
0.170.01-0.16
203516.4013.29-3.12

0.170.01-0.16
203616.5013.30-3.20

0.170.01-0.16
203716.5913.31-3.29

0.180.01-0.17
203816.6713.31-3.36

0.180.01-0.17
203916.7413.32-3.42

0.190.01-0.18
204016.8013.33-3.47

0.190.01-0.18
204116.8413.33-3.51

0.190.01-0.18
204216.8713.34-3.54

0.200.01-0.19
204316.9113.34-3.57

0.200.01-0.19
204416.9513.34-3.60

0.200.01-0.19
204516.9813.35-3.63

0.210.01-0.19
204617.0113.35-3.66

0.210.01-0.20
204717.0513.36-3.70

0.210.01-0.20
204817.1013.36-3.73

0.220.01-0.20
204917.1413.37-3.78

0.220.01-0.21
205017.1913.37-3.82

0.220.01-0.21
205117.2513.38-3.87

0.230.01-0.21
205217.3113.38-3.93

0.230.01-0.22
205317.3813.39-3.99

0.230.01-0.22
205417.4513.39-4.06

0.240.01-0.22
205517.5413.40-4.14

0.240.02-0.23
205617.6313.41-4.22

0.240.02-0.23
205717.7313.42-4.31

0.250.02-0.23
205817.8213.42-4.40

0.250.02-0.24
205917.9213.43-4.49

0.260.02-0.24
206018.0013.44-4.56

0.260.02-0.24
206118.0813.45-4.64

0.270.02-0.25
206218.1613.45-4.71

0.270.02-0.25
206318.2413.46-4.78

0.270.02-0.26
206418.3113.47-4.84

0.280.02-0.26
206518.3813.47-4.91

0.280.02-0.26
206618.4513.48-4.97

0.280.02-0.26
206718.5213.48-5.04

0.280.02-0.26
206818.5913.49-5.10

0.280.02-0.27
206918.6713.50-5.17

0.290.02-0.27
207018.7413.50-5.24

0.290.02-0.27
207118.8213.51-5.31

0.290.02-0.27
207218.8913.51-5.37

0.290.02-0.27
207318.9613.52-5.44

0.290.02-0.27
207419.0313.53-5.50

0.290.02-0.27
207519.0913.53-5.56

0.290.02-0.27
207619.1413.54-5.61

0.290.02-0.27
207719.1913.54-5.65

0.290.02-0.27
207819.2213.54-5.67

0.290.02-0.27
207919.2413.55-5.69

0.290.02-0.27
208019.2513.55-5.70

0.290.02-0.27
208119.2513.55-5.70

0.290.02-0.27
208219.2413.55-5.69

0.290.02-0.27
208319.2213.55-5.68

0.290.02-0.27
208419.2013.55-5.65

0.290.02-0.27
208519.1613.55-5.61

0.290.02-0.27
208619.1113.54-5.57

0.290.02-0.27
208719.0513.54-5.51

0.290.02-0.27
208818.9913.54-5.45

0.280.02-0.27
208918.9213.53-5.39

0.280.02-0.26
209018.8613.53-5.33

0.280.02-0.26
209118.8013.52-5.27

0.280.02-0.26
209218.7413.52-5.22

0.280.02-0.26
209318.7013.52-5.18

0.270.02-0.26
209418.6613.51-5.14

0.270.02-0.26
209518.6313.51-5.12

0.270.02-0.25
209618.6113.51-5.10

0.270.02-0.25
209718.6013.51-5.09

0.270.02-0.25
209818.6013.51-5.09

0.270.02-0.25
209918.6113.51-5.09

0.270.02-0.25
210018.6213.51-5.11

0.270.02-0.25

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 17.84% 13.80% -4.04% 2034 0.23% 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.