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
202615.2913.95-1.33
149
0.000.920.92
202715.4814.03-1.45
137
-0.000.940.95
202815.5914.05-1.54
124
-0.000.940.94
202915.6914.06-1.63
112
-0.000.920.93
203015.8014.07-1.73
100
0.000.910.91
203115.9114.08-1.83
88
0.000.900.90
203216.0114.10-1.90
76
0.000.900.90
203316.0014.15-1.85
64
-0.070.900.97
203416.1414.17-1.97
52
-0.010.900.91
203516.2314.18-2.05
40
-0.000.910.91
203616.3214.19-2.13
28
-0.000.910.91
203716.4114.21-2.20
15
-0.000.910.91
203816.4914.22-2.27
2
-0.000.920.92
203916.5514.23-2.32

-0.000.920.92
204016.6014.24-2.37

-0.000.920.92
204116.6414.24-2.40

-0.000.920.93
204216.6714.25-2.42

-0.000.930.93
204316.7114.26-2.45

-0.000.930.93
204416.7414.26-2.48

-0.000.930.93
204516.7714.27-2.50

-0.000.930.94
204616.8014.28-2.53

-0.000.940.94
204716.8414.28-2.55

-0.000.940.94
204816.8814.29-2.59

-0.000.940.94
204916.9214.30-2.63

-0.000.940.95
205016.9714.30-2.67

-0.000.950.95
205117.0214.31-2.71

-0.000.950.95
205217.0814.32-2.76

-0.000.950.95
205317.1414.32-2.82

-0.000.950.95
205417.2214.33-2.88

-0.000.950.96
205517.3014.34-2.96

-0.000.960.96
205617.3814.35-3.03

-0.000.960.96
205717.4714.36-3.11

-0.000.960.96
205817.5714.37-3.20

-0.000.960.96
205917.6614.38-3.28

-0.000.960.96
206017.7414.39-3.35

-0.000.970.97
206117.8214.40-3.42

-0.000.970.97
206217.8914.40-3.49

-0.000.970.97
206317.9614.41-3.55

-0.000.970.97
206418.0314.42-3.61

-0.000.970.97
206518.1014.43-3.67

-0.000.970.97
206618.1714.43-3.73

-0.000.970.98
206718.2414.44-3.79

-0.000.980.98
206818.3114.45-3.86

-0.000.980.98
206918.3814.46-3.92

-0.000.980.98
207018.4514.46-3.99

-0.000.980.98
207118.5314.47-4.06

-0.000.980.98
207218.6014.48-4.12

-0.000.980.99
207318.6714.49-4.18

-0.000.990.99
207418.7414.49-4.25

-0.000.990.99
207518.8014.50-4.30

-0.000.990.99
207618.8514.51-4.34

-0.000.990.99
207718.8914.51-4.38

-0.000.990.99
207818.9214.52-4.41

-0.000.990.99
207918.9414.52-4.42

-0.000.991.00
208018.9514.52-4.43

-0.000.991.00
208118.9614.53-4.43

-0.001.001.00
208218.9514.53-4.42

-0.001.001.00
208318.9314.53-4.40

-0.001.001.00
208418.9114.53-4.38

-0.001.001.00
208518.8714.53-4.34

-0.001.001.00
208618.8214.53-4.29

-0.001.001.00
208718.7614.52-4.24

-0.001.001.01
208818.7014.52-4.18

-0.001.001.01
208918.6414.52-4.12

-0.001.011.01
209018.5814.52-4.06

-0.001.011.01
209118.5214.51-4.00

-0.001.011.01
209218.4614.51-3.95

-0.001.011.01
209318.4214.51-3.91

-0.001.011.01
209418.3814.51-3.87

-0.001.011.01
209518.3614.51-3.85

-0.001.011.01
209618.3414.51-3.83

-0.001.011.02
209718.3314.51-3.82

-0.001.011.02
209818.3314.51-3.82

-0.001.021.02
209918.3414.51-3.82

-0.001.021.02
210018.3514.51-3.84

-0.001.021.02

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 17.61% 14.73% -2.88% 2038 -0.00% 0.95% 0.95%

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