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
202715.4813.08-2.39
131
0.000.000.00
202815.5913.11-2.48
113
0.000.000.00
202915.6913.14-2.55
95
0.000.000.00
203015.8013.16-2.64
78
0.000.000.00
203115.9113.18-2.73
60
0.000.000.00
203216.0013.20-2.80
43
-0.00-0.000.00
203316.0713.24-2.82
26
-0.01-0.000.01
203416.1313.26-2.87
9
-0.01-0.000.01
203516.2013.27-2.93

-0.03-0.000.03
203616.2813.28-2.99

-0.05-0.000.04
203716.3413.29-3.05

-0.07-0.000.07
203816.3813.30-3.08

-0.11-0.000.10
203916.4013.30-3.10

-0.15-0.010.15
204016.4013.31-3.09

-0.21-0.010.20
204116.3813.31-3.07

-0.27-0.010.26
204216.3413.31-3.03

-0.34-0.020.32
204316.2913.31-2.98

-0.42-0.020.40
204416.2313.31-2.92

-0.51-0.030.49
204516.1613.30-2.86

-0.61-0.030.58
204616.0913.30-2.78

-0.72-0.040.68
204716.0113.30-2.71

-0.83-0.040.79
204815.9213.30-2.63

-0.95-0.050.90
204915.8413.29-2.55

-1.08-0.061.02
205015.7613.29-2.46

-1.21-0.061.15
205115.6713.29-2.38

-1.35-0.071.28
205215.5813.29-2.29

-1.50-0.081.42
205315.4913.28-2.21

-1.65-0.091.56
205415.4113.28-2.13

-1.81-0.101.71
205515.3313.28-2.06

-1.97-0.111.86
205615.2513.27-1.98

-2.13-0.122.01
205715.1813.27-1.91

-2.30-0.132.17
205815.1013.27-1.83

-2.47-0.142.33
205915.0213.27-1.75

-2.64-0.152.49
206014.9313.26-1.67

-2.81-0.162.65
206114.8413.26-1.58

-2.98-0.172.81
206214.7413.25-1.49

-3.15-0.182.97
206314.6413.25-1.39

-3.32-0.193.13
206414.5413.25-1.30

-3.49-0.203.28
206514.4513.24-1.20

-3.65-0.213.44
206614.3513.24-1.11

-3.82-0.223.60
206714.2513.23-1.02

-3.98-0.233.75
206814.1613.23-0.93

-4.15-0.243.91
206914.0613.22-0.84

-4.32-0.254.06
207013.9813.22-0.76

-4.48-0.264.22
207113.8813.22-0.67

-4.65-0.274.37
207213.7913.21-0.58

-4.81-0.284.53
207313.7013.21-0.49

-4.97-0.294.68
207413.6113.20-0.40

-5.13-0.304.83
207513.5113.20-0.31

-5.29-0.314.98
207613.4013.19-0.21

-5.45-0.325.13
207713.2913.19-0.10

-5.60-0.335.27
207813.1813.180.00

-5.75-0.345.41
207913.0513.170.12

-5.89-0.355.54
208012.9213.170.24

-6.03-0.365.67
208112.7913.160.37

-6.17-0.375.80
208212.6513.150.50

-6.30-0.385.92
208312.5113.140.64

-6.43-0.396.04
208412.3613.130.78

-6.55-0.396.16
208512.2013.130.92

-6.66-0.406.26
208612.0513.121.07

-6.78-0.416.37
208711.8813.111.22

-6.88-0.416.47
208811.7213.101.38

-6.98-0.426.56
208911.5613.091.53

-7.08-0.436.66
209011.4013.081.68

-7.18-0.436.75
209111.2413.071.83

-7.28-0.446.84
209211.0813.061.97

-7.38-0.446.94
209310.9413.052.11

-7.49-0.457.03
209410.7913.042.25

-7.59-0.467.13
209510.6613.032.37

-7.70-0.467.24
209610.5313.022.49

-7.81-0.477.34
209710.4113.022.61

-7.92-0.487.45
209810.2913.012.72

-8.04-0.497.56
209910.1813.002.83

-8.16-0.497.67
210010.0713.002.93

-8.28-0.507.78

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 14.60% 13.61% -0.99% 2034 -3.01% -0.17% 2.84%

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