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
0.000.00-0.00
202715.4913.08-2.40
131
0.010.00-0.01
202815.6113.11-2.50
113
0.020.00-0.02
202915.7213.14-2.58
95
0.030.00-0.03
203015.8413.16-2.68
77
0.040.00-0.04
203115.9613.19-2.78
60
0.050.00-0.05
203216.0613.20-2.86
42
0.060.00-0.06
203316.1613.25-2.91
24
0.090.00-0.08
203416.2313.27-2.96
7
0.090.00-0.08
203516.3313.28-3.05

0.100.00-0.10
203616.4413.29-3.15

0.110.00-0.11
203716.5413.30-3.24

0.120.01-0.12
203816.6213.31-3.31

0.140.01-0.13
203916.7013.32-3.38

0.150.01-0.14
204016.7613.32-3.44

0.160.01-0.15
204116.8113.33-3.48

0.170.01-0.16
204216.8513.33-3.52

0.180.01-0.17
204316.8913.34-3.56

0.190.01-0.18
204416.9413.34-3.60

0.200.01-0.19
204516.9813.34-3.63

0.200.01-0.19
204617.0213.35-3.67

0.210.01-0.20
204717.0613.35-3.71

0.220.01-0.21
204817.1113.36-3.75

0.230.01-0.22
204917.1613.36-3.80

0.240.01-0.23
205017.2213.37-3.85

0.250.01-0.23
205117.2713.37-3.90

0.250.01-0.24
205217.3413.38-3.96

0.260.01-0.25
205317.4113.39-4.03

0.270.01-0.25
205417.4913.39-4.10

0.270.01-0.26
205517.5813.40-4.18

0.280.01-0.26
205617.6713.41-4.26

0.280.01-0.27
205717.7613.42-4.35

0.290.01-0.27
205817.8613.42-4.44

0.290.01-0.28
205917.9513.43-4.52

0.290.02-0.28
206018.0413.44-4.60

0.300.02-0.28
206118.1213.45-4.67

0.300.02-0.28
206218.2013.45-4.74

0.300.02-0.29
206318.2713.46-4.81

0.300.02-0.29
206418.3413.46-4.87

0.310.02-0.29
206518.4113.47-4.94

0.310.02-0.29
206618.4813.48-5.00

0.310.02-0.29
206718.5513.48-5.07

0.310.02-0.30
206818.6213.49-5.13

0.310.02-0.30
206918.6913.49-5.20

0.310.02-0.30
207018.7713.50-5.27

0.320.02-0.30
207118.8513.51-5.34

0.320.02-0.30
207218.9213.51-5.41

0.320.02-0.30
207318.9913.52-5.47

0.320.02-0.30
207419.0613.52-5.54

0.320.02-0.30
207519.1213.53-5.59

0.320.02-0.30
207619.1713.53-5.64

0.320.02-0.30
207719.2213.54-5.68

0.320.02-0.30
207819.2513.54-5.71

0.320.02-0.31
207919.2713.54-5.72

0.320.02-0.31
208019.2813.55-5.73

0.320.02-0.31
208119.2813.55-5.73

0.320.02-0.31
208219.2713.55-5.73

0.320.02-0.30
208319.2613.55-5.71

0.320.02-0.30
208419.2313.55-5.68

0.320.02-0.30
208519.1913.54-5.65

0.320.02-0.30
208619.1413.54-5.60

0.320.02-0.30
208719.0813.54-5.55

0.320.02-0.30
208819.0213.53-5.49

0.320.02-0.30
208918.9613.53-5.43

0.320.02-0.30
209018.8913.53-5.37

0.320.02-0.30
209118.8313.52-5.31

0.310.02-0.30
209218.7813.52-5.26

0.310.02-0.30
209318.7313.52-5.22

0.310.02-0.30
209418.7013.51-5.18

0.310.02-0.30
209518.6713.51-5.16

0.310.02-0.30
209618.6513.51-5.14

0.310.02-0.30
209718.6413.51-5.13

0.310.02-0.30
209818.6413.51-5.13

0.310.02-0.30
209918.6513.51-5.14

0.310.02-0.30
210018.6713.51-5.15

0.310.02-0.30

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% -4.05% 2034 0.23% 0.01% -0.22%

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