Table 2. Social Security Stabilization and Enhancement Act of 2001 (H. R. 3315)
Year
Cost
Rate
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-year
Change in
OASDI
Payroll
Tax Rate
OASDI
Payroll
Tax Rate
Equities Held
in the OASI
Trust Fund as
a Percent of GDP
(Beg. of Year)
2001
10.50
12.72
2.22
239
--
12.40
--
2002
9.39
12.69
3.30
264
--
12.40
--
2003
9.41
12.70
3.29
301
--
12.40
0.1
2004
9.44
12.71
3.26
338
--
12.40
0.3
2005
9.50
12.71
3.21
373
--
12.40
0.5
2006
9.57
12.72
3.15
408
--
12.40
0.8
2007
9.68
12.73
3.05
441
--
12.40
1.1
2008
9.81
12.74
2.93
472
--
12.40
1.4
2009
9.98
12.75
2.77
499
--
12.40
1.8
2010
10.16
12.76
2.61
525
--
12.40
2.2
2011
10.35
12.77
2.42
547
--
12.40
2.7
2012
10.59
12.78
2.19
566
--
12.40
3.1
2013
10.85
12.78
1.93
583
--
12.40
3.6
2014
11.13
12.79
1.66
596
--
12.40
4.2
2015
11.43
12.80
1.37
607
--
12.40
4.7
2016
11.74
12.81
1.07
615
--
12.40
5.3
2017
12.06
12.82
0.76
621
--
12.40
5.9
2018
12.38
12.83
0.45
625
--
12.40
6.1
2019
12.71
12.84
0.13
626
--
12.40
6.3
2020
13.03
12.85
-0.18
626
--
12.40
6.5
2021
13.33
12.87
-0.46
625
--
12.40
6.6
2022
13.62
12.89
-0.73
623
--
12.40
6.8
2023
13.90
12.90
-0.99
620
--
12.40
6.9
2024
14.16
12.92
-1.24
616
--
12.40
7.0
2025
14.41
12.93
-1.47
611
--
12.40
7.0
2026
14.64
12.95
-1.69
606
--
12.40
7.1
2027
14.85
12.96
-1.89
600
--
12.40
7.2
2028
15.04
12.98
-2.06
594
--
12.40
7.2
2029
15.21
12.99
-2.21
588
--
12.40
7.2
2030
15.35
13.00
-2.34
582
--
12.40
7.2
2031
15.48
13.02
-2.46
575
--
12.40
7.2
2032
15.59
13.03
-2.56
569
--
12.40
7.2
2033
15.67
13.04
-2.64
562
--
12.40
7.1
2034
15.73
13.04
-2.68
557
--
12.40
7.1
2035
15.76
13.05
-2.71
551
--
12.40
7.0
2036
15.78
13.06
-2.72
546
--
12.40
7.0
2037
15.78
13.06
-2.72
542
--
12.40
6.9
2038
15.77
13.07
-2.71
537
--
12.40
6.9
2039
15.75
13.07
-2.69
533
--
12.40
6.8
2040
15.74
13.07
-2.66
529
--
12.40
6.8
2041
15.72
13.08
-2.65
525
--
12.40
6.7
2042
15.71
13.08
-2.63
521
--
12.40
6.7
2043
15.70
13.08
-2.62
517
--
12.40
6.6
2044
15.70
13.08
-2.62
513
--
12.40
6.6
2045
15.71
13.09
-2.62
508
--
12.40
6.5
2046
15.72
13.09
-2.63
504
--
12.40
6.5
2047
15.74
13.10
-2.64
499
--
12.40
6.5
2048
15.76
13.10
-2.66
494
--
12.40
6.4
2049
15.78
13.10
-2.68
488
--
12.40
6.4
2050
15.82
13.11
-2.71
482
--
12.40
6.4
2051
15.86
13.11
-2.75
476
--
12.40
6.3
2052
15.91
13.12
-2.80
469
--
12.40
6.3
2053
15.97
13.12
-2.85
462
--
12.40
6.2
2054
16.03
13.13
-2.90
454
--
12.40
6.2
2055
16.10
13.14
-2.96
445
--
12.40
6.1
2056
16.16
13.14
-3.02
437
--
12.40
6.1
2057
16.23
13.15
-3.08
427
--
12.40
6.0
2058
16.30
13.15
-3.14
418
--
12.40
6.0
2059
16.36
13.16
-3.20
407
--
12.40
5.9
2060
16.42
13.16
-3.26
397
--
12.40
5.8
2061
16.49
13.17
-3.32
386
--
12.40
5.7
2062
16.55
13.18
-3.37
374
--
12.40
5.6
2063
16.60
13.18
-3.42
362
--
12.40
5.5
2064
16.66
13.19
-3.48
350
--
12.40
5.4
2065
16.72
13.19
-3.53
337
--
12.40
5.3
2066
16.77
13.19
-3.58
324
--
12.40
5.2
2067
16.83
13.20
-3.63
310
--
12.40
5.0
2068
16.88
13.20
-3.68
296
--
12.40
4.9
2069
16.94
13.21
-3.73
281
--
12.40
4.8
2070
16.99
13.21
-3.78
266
--
12.40
4.6
2071
17.04
13.22
-3.82
251
--
12.40
4.5
2072
17.09
13.22
-3.87
234
--
12.40
4.3
2073
17.15
13.22
-3.92
218
--
12.40
4.2
2074
17.20
13.23
-3.97
200
--
12.40
4.0
2075
17.25
13.23
-4.02
183
--
12.40
3.8
2076
17.31
13.24
-4.07
164
--
12.40
3.7
Summarized Rates: OASDI
 
 
Cost
Rate
Income
Rate
Actuarial
Balance
Change in
Actuarial
Balance
 
2001-2075
13.48
13.51
0.03
1.89
 
Based on Intermediate Assumptions of the 2001 Trustees Report.

Office of the Chief Actuary
Social Security Administration
November 20, 2001


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