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
202214.0512.79-1.26
230
0.000.000.00
202314.3113.44-0.87
211
0.000.400.40
202414.4513.37-1.07
197
-0.000.420.42
202514.6613.39-1.27
182
-0.000.420.42
202614.8913.50-1.39
168
0.000.420.42
202715.1013.52-1.58
153
0.000.420.42
202815.3313.56-1.77
138
0.000.420.42
202915.5313.60-1.94
123
0.000.420.42
203015.7313.63-2.10
109
0.010.430.42
203115.9113.66-2.25
93
0.010.430.42
203216.0813.68-2.40
78
0.010.430.42
203316.2213.69-2.52
63
0.010.440.42
203416.3413.71-2.63
48
0.020.440.43
203516.4413.72-2.72
32
0.020.450.43
203616.5213.73-2.79
16
0.030.450.43
203716.6113.75-2.86
----
0.030.460.43
203816.6713.76-2.92
----
0.030.470.43
203916.7313.77-2.96
----
0.040.470.43
204016.7613.78-2.99
----
0.050.480.43
204116.7913.79-3.00
----
0.050.490.44
204216.8213.80-3.03
----
0.060.490.44
204316.8513.80-3.04
----
0.060.500.44
204416.8713.81-3.06
----
0.070.500.43
204516.9013.82-3.08
----
0.080.510.43
204616.9213.83-3.10
----
0.080.520.43
204716.9613.83-3.12
----
0.090.520.43
204816.9913.84-3.15
----
0.100.530.43
204917.0213.85-3.17
----
0.110.530.43
205017.0713.86-3.21
----
0.120.540.42
205117.1113.87-3.24
----
0.130.540.42
205217.1513.88-3.27
----
0.140.550.41
205317.2013.88-3.32
----
0.150.560.41
205417.2613.89-3.36
----
0.160.560.40
205517.3213.90-3.41
----
0.170.570.40
205617.3813.91-3.47
----
0.180.570.39
205717.4513.92-3.53
----
0.190.580.39
205817.5313.93-3.60
----
0.200.580.38
205917.6013.94-3.66
----
0.210.590.37
206017.6813.95-3.73
----
0.230.590.36
206117.7513.96-3.79
----
0.240.600.36
206217.8213.97-3.85
----
0.250.600.35
206317.8913.98-3.91
----
0.260.610.34
206417.9613.99-3.97
----
0.280.610.33
206518.0214.00-4.02
----
0.290.620.33
206618.0814.01-4.08
----
0.300.620.32
206718.1514.02-4.13
----
0.310.630.31
206818.2114.03-4.19
----
0.330.630.31
206918.2814.04-4.25
----
0.340.640.30
207018.3514.05-4.31
----
0.350.640.29
207118.4214.05-4.36
----
0.360.650.29
207218.4814.06-4.42
----
0.370.650.28
207318.5514.07-4.47
----
0.380.660.27
207418.6114.08-4.52
----
0.390.660.27
207518.6614.09-4.57
----
0.410.670.26
207618.7014.10-4.60
----
0.420.670.26
207718.7414.11-4.63
----
0.430.680.25
207818.7514.11-4.64
----
0.430.690.25
207918.7614.12-4.64
----
0.440.690.25
208018.7514.13-4.63
----
0.450.700.25
208118.7414.13-4.61
----
0.460.700.24
208218.7114.13-4.58
----
0.470.710.24
208318.6814.14-4.54
----
0.470.720.24
208418.6414.14-4.50
----
0.480.720.24
208518.5914.15-4.45
----
0.490.730.24
208618.5414.15-4.39
----
0.490.730.24
208718.4814.15-4.33
----
0.500.740.24
208818.4214.15-4.27
----
0.500.740.24
208918.3614.15-4.21
----
0.510.750.24
209018.3114.15-4.15
----
0.510.750.24
209118.2614.15-4.11
----
0.520.760.24
209218.2314.15-4.07
----
0.520.760.24
209318.2014.16-4.04
----
0.530.770.24
209418.1914.16-4.03
----
0.530.770.24
209518.1814.16-4.02
----
0.540.780.24
209618.1814.17-4.02
----
0.540.780.24
209718.2014.17-4.03
----
0.550.780.23

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
2022-2096 17.42% 14.34% -3.07% 2036 0.22% 0.56% 0.35%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.