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
0.000.00-0.00
203316.0713.24-2.83
26
0.000.00-0.00
203416.1513.27-2.88
8
0.000.00-0.00
203516.2413.28-2.96

0.010.00-0.01
203616.3313.29-3.05

0.010.00-0.01
203716.4313.30-3.13

0.020.00-0.02
203816.5113.30-3.21

0.020.00-0.02
203916.5813.31-3.27

0.030.00-0.03
204016.6513.32-3.33

0.040.00-0.04
204116.7013.32-3.38

0.060.00-0.05
204216.7513.33-3.42

0.070.00-0.07
204316.8013.33-3.47

0.090.00-0.09
204416.8513.34-3.52

0.110.01-0.11
204516.9113.34-3.57

0.130.01-0.13
204616.9613.35-3.61

0.160.01-0.15
204717.0213.35-3.67

0.180.01-0.18
204817.0913.36-3.73

0.210.01-0.20
204917.1613.36-3.80

0.240.01-0.23
205017.2413.37-3.87

0.270.01-0.26
205117.3213.38-3.94

0.300.02-0.28
205217.4113.38-4.03

0.330.02-0.31
205317.5113.39-4.11

0.360.02-0.34
205417.6113.40-4.21

0.390.02-0.37
205517.7213.41-4.31

0.420.02-0.40
205617.8313.42-4.41

0.450.02-0.42
205717.9513.43-4.52

0.470.03-0.45
205818.0713.44-4.63

0.500.03-0.47
205918.1813.45-4.74

0.520.03-0.50
206018.2913.45-4.84

0.550.03-0.52
206118.3913.46-4.93

0.570.03-0.54
206218.4813.47-5.01

0.590.03-0.56
206318.5713.48-5.10

0.610.04-0.58
206418.6613.48-5.18

0.630.04-0.59
206518.7513.49-5.25

0.650.04-0.61
206618.8313.50-5.33

0.660.04-0.62
206718.9213.51-5.41

0.680.04-0.64
206819.0013.51-5.49

0.690.04-0.65
206919.0813.52-5.57

0.700.04-0.66
207019.1713.53-5.65

0.720.04-0.67
207119.2613.53-5.72

0.730.04-0.68
207219.3413.54-5.80

0.740.04-0.69
207319.4213.55-5.87

0.750.04-0.70
207419.5013.55-5.94

0.750.04-0.71
207519.5613.56-6.01

0.760.05-0.72
207619.6213.56-6.06

0.770.05-0.72
207719.6713.57-6.10

0.770.05-0.73
207819.7013.57-6.13

0.780.05-0.73
207919.7313.57-6.15

0.780.05-0.73
208019.7413.57-6.16

0.780.05-0.74
208119.7413.58-6.17

0.780.05-0.74
208219.7413.58-6.16

0.780.05-0.74
208319.7213.58-6.14

0.790.05-0.74
208419.6913.58-6.12

0.790.05-0.74
208519.6513.57-6.08

0.780.05-0.74
208619.6013.57-6.03

0.780.05-0.74
208719.5513.57-5.98

0.780.05-0.73
208819.4813.56-5.92

0.780.05-0.73
208919.4213.56-5.86

0.780.05-0.73
209019.3513.56-5.80

0.770.05-0.73
209119.2913.55-5.74

0.770.05-0.73
209219.2413.55-5.69

0.770.05-0.72
209319.1913.55-5.64

0.770.05-0.72
209419.1513.54-5.61

0.770.05-0.72
209519.1313.54-5.58

0.770.05-0.72
209619.1113.54-5.57

0.770.05-0.72
209719.1013.54-5.56

0.770.05-0.72
209819.1013.54-5.56

0.770.05-0.72
209919.1013.54-5.56

0.770.05-0.72
210019.1213.54-5.58

0.770.05-0.72

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 18.03% 13.81% -4.22% 2034 0.42% 0.02% -0.40%

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