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
203316.0713.24-2.83
26
-0.00-0.000.00
203416.1413.27-2.88
9
-0.00-0.000.00
203516.2313.28-2.95

-0.00-0.000.00
203616.3213.29-3.03

-0.01-0.000.01
203716.4013.29-3.11

-0.01-0.000.01
203816.4713.30-3.16

-0.02-0.000.02
203916.5213.31-3.21

-0.03-0.000.03
204016.5613.31-3.24

-0.05-0.000.05
204116.5813.32-3.26

-0.07-0.000.06
204216.5913.32-3.27

-0.09-0.000.08
204316.6013.32-3.28

-0.11-0.010.10
204416.6013.32-3.28

-0.14-0.010.13
204516.6113.33-3.28

-0.17-0.010.16
204616.6013.33-3.28

-0.20-0.010.19
204716.6013.33-3.27

-0.24-0.010.22
204816.6013.33-3.27

-0.27-0.020.26
204916.6113.33-3.28

-0.31-0.020.30
205016.6113.34-3.28

-0.36-0.020.34
205116.6213.34-3.28

-0.40-0.020.38
205216.6313.34-3.29

-0.45-0.030.42
205316.6513.34-3.31

-0.50-0.030.47
205416.6713.35-3.32

-0.55-0.030.52
205516.7013.35-3.35

-0.60-0.040.56
205616.7313.35-3.38

-0.66-0.040.62
205716.7713.36-3.41

-0.71-0.040.67
205816.8013.36-3.44

-0.77-0.050.72
205916.8413.37-3.47

-0.82-0.050.77
206016.8613.37-3.49

-0.88-0.050.83
206116.8813.37-3.51

-0.94-0.060.88
206216.9013.38-3.53

-0.99-0.060.93
206316.9213.38-3.54

-1.05-0.060.98
206416.9313.38-3.55

-1.10-0.071.03
206516.9413.38-3.56

-1.16-0.071.09
206616.9613.38-3.57

-1.21-0.081.14
206716.9713.39-3.58

-1.27-0.081.19
206816.9913.39-3.60

-1.32-0.081.24
206917.0013.39-3.61

-1.38-0.091.29
207017.0313.39-3.63

-1.43-0.091.34
207117.0413.40-3.65

-1.48-0.091.39
207217.0613.40-3.66

-1.54-0.101.44
207317.0813.40-3.68

-1.59-0.101.49
207417.1013.40-3.69

-1.64-0.101.54
207517.1113.41-3.70

-1.69-0.111.59
207617.1113.41-3.70

-1.74-0.111.63
207717.1113.41-3.70

-1.79-0.111.67
207817.1013.41-3.69

-1.83-0.121.71
207917.0813.41-3.67

-1.87-0.121.75
208017.0513.41-3.64

-1.90-0.121.78
208117.0213.41-3.61

-1.94-0.121.81
208216.9813.40-3.58

-1.97-0.121.84
208316.9413.40-3.54

-1.99-0.131.87
208416.8913.40-3.49

-2.02-0.131.89
208516.8313.40-3.43

-2.04-0.131.91
208616.7713.39-3.37

-2.06-0.131.93
208716.6913.39-3.31

-2.07-0.131.94
208816.6213.38-3.24

-2.08-0.131.95
208916.5513.38-3.17

-2.09-0.131.96
209016.4813.38-3.10

-2.10-0.131.97
209116.4113.37-3.04

-2.11-0.131.97
209216.3513.37-2.98

-2.11-0.131.98
209316.3013.36-2.94

-2.12-0.131.98
209416.2613.36-2.90

-2.12-0.141.99
209516.2313.36-2.87

-2.13-0.141.99
209616.2113.36-2.85

-2.13-0.142.00
209716.1913.36-2.83

-2.14-0.142.00
209816.1813.36-2.83

-2.15-0.142.01
209916.1913.36-2.83

-2.15-0.142.01
210016.1913.36-2.84

-2.16-0.142.02

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 16.71% 13.73% -2.98% 2034 -0.90% -0.06% 0.85%

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