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
202815.5913.57-2.02
114
-0.000.460.46
202915.6913.79-1.90
100
-0.000.650.65
203015.8013.97-1.83
86
0.000.810.81
203115.9114.15-1.77
74
0.000.960.96
203216.0114.30-1.71
62
0.001.091.09
203315.9814.34-1.64
51
-0.091.101.19
203416.1414.36-1.77
41
-0.011.101.11
203516.2214.38-1.85
30
-0.011.101.11
203616.3214.39-1.93
19
-0.011.101.11
203716.4114.40-2.01
7
-0.011.111.11
203816.4814.41-2.07

-0.011.111.11
203916.5414.42-2.13

-0.011.111.12
204016.5914.42-2.17

-0.011.111.12
204116.6314.43-2.21

-0.011.111.12
204216.6614.43-2.23

-0.011.111.12
204316.6914.44-2.26

-0.011.111.12
204416.7314.44-2.28

-0.011.111.13
204516.7614.45-2.31

-0.011.111.13
204616.7914.45-2.33

-0.011.111.13
204716.8214.46-2.36

-0.011.121.13
204816.8614.46-2.40

-0.011.121.13
204916.9114.47-2.44

-0.011.121.13
205016.9614.48-2.48

-0.011.121.13
205117.0114.48-2.53

-0.011.121.13
205217.0714.49-2.58

-0.011.121.13
205317.1314.50-2.64

-0.011.121.13
205417.2114.50-2.71

-0.011.121.13
205517.2914.51-2.78

-0.011.131.13
205617.3814.52-2.86

-0.011.131.13
205717.4714.53-2.94

-0.011.131.13
205817.5714.54-3.03

-0.001.131.13
205917.6614.54-3.11

-0.001.131.13
206017.7414.55-3.19

0.001.131.13
206117.8214.56-3.26

0.001.131.13
206217.9014.57-3.33

0.011.131.13
206317.9714.57-3.40

0.011.131.12
206418.0414.58-3.46

0.011.131.12
206518.1114.59-3.52

0.011.131.12
206618.1814.60-3.59

0.021.141.12
206718.2614.60-3.65

0.021.141.12
206818.3314.61-3.72

0.021.141.12
206918.4014.62-3.79

0.021.141.11
207018.4814.62-3.86

0.031.141.11
207118.5614.63-3.93

0.031.141.11
207218.6314.64-4.00

0.031.141.11
207318.7114.64-4.06

0.041.141.11
207418.7814.65-4.13

0.041.141.11
207518.8414.66-4.18

0.041.141.10
207618.8914.66-4.23

0.041.151.10
207718.9414.67-4.27

0.041.151.10
207818.9714.67-4.30

0.051.151.10
207918.9914.67-4.32

0.051.151.10
208019.0114.68-4.33

0.051.151.10
208119.0114.68-4.33

0.051.151.10
208219.0014.68-4.32

0.051.151.10
208318.9914.68-4.31

0.051.151.10
208418.9614.68-4.28

0.051.151.10
208518.9314.68-4.25

0.061.151.10
208618.8814.68-4.20

0.061.151.10
208718.8214.67-4.15

0.061.151.10
208818.7614.67-4.09

0.061.151.10
208918.7014.67-4.03

0.061.161.10
209018.6414.66-3.97

0.061.161.10
209118.5814.66-3.91

0.061.161.10
209218.5214.66-3.86

0.061.161.10
209318.4814.66-3.82

0.061.161.10
209418.4414.66-3.79

0.061.161.10
209518.4214.65-3.76

0.061.161.10
209618.4014.65-3.75

0.061.161.10
209718.3914.65-3.74

0.061.161.10
209818.3914.66-3.73

0.061.161.10
209918.4014.66-3.74

0.061.161.10
210018.4114.66-3.75

0.061.161.10

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 17.62% 14.84% -2.78% 2037 0.01% 1.06% 1.04%

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