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
202715.7213.09-2.62
129
0.240.01-0.23
202815.8313.12-2.71
110
0.240.01-0.23
202915.9313.15-2.78
91
0.240.01-0.23
203016.0413.17-2.87
73
0.240.01-0.23
203116.1613.20-2.96
54
0.240.01-0.23
203216.2513.22-3.03
36
0.250.01-0.23
203316.3213.26-3.06
17
0.250.01-0.23
203416.3913.28-3.11

0.250.01-0.23
203516.4813.29-3.19

0.250.01-0.24
203616.5713.30-3.28

0.250.01-0.24
203716.6713.31-3.36

0.250.01-0.24
203816.7413.32-3.42

0.250.01-0.24
203916.8113.32-3.48

0.250.01-0.24
204016.8613.33-3.53

0.260.01-0.24
204116.9013.33-3.57

0.260.01-0.24
204216.9313.34-3.59

0.260.01-0.24
204316.9713.34-3.62

0.260.01-0.24
204417.0013.35-3.65

0.260.01-0.24
204517.0313.35-3.68

0.260.01-0.24
204617.0613.35-3.71

0.260.01-0.24
204717.1013.36-3.74

0.260.01-0.25
204817.1413.36-3.78

0.260.01-0.25
204917.1813.37-3.82

0.260.01-0.25
205017.2313.37-3.86

0.260.01-0.25
205117.2813.38-3.91

0.260.01-0.25
205217.3413.38-3.96

0.260.01-0.25
205317.4113.39-4.02

0.260.02-0.25
205417.4813.39-4.09

0.270.02-0.25
205517.5713.40-4.17

0.270.02-0.25
205617.6513.41-4.25

0.270.02-0.25
205717.7513.42-4.33

0.270.02-0.25
205817.8413.42-4.42

0.270.02-0.26
205917.9313.43-4.50

0.270.02-0.26
206018.0213.44-4.58

0.270.02-0.26
206118.0913.45-4.65

0.270.02-0.26
206218.1713.45-4.72

0.280.02-0.26
206318.2413.46-4.78

0.280.02-0.26
206418.3113.46-4.84

0.280.02-0.26
206518.3813.47-4.91

0.280.02-0.26
206618.4513.48-4.97

0.280.02-0.26
206718.5213.48-5.04

0.280.02-0.26
206818.5913.49-5.10

0.280.02-0.27
206918.6613.49-5.17

0.280.02-0.27
207018.7413.50-5.24

0.280.02-0.27
207118.8113.51-5.31

0.290.02-0.27
207218.8913.51-5.37

0.290.02-0.27
207318.9613.52-5.44

0.290.02-0.27
207419.0313.52-5.51

0.290.02-0.27
207519.0913.53-5.56

0.290.02-0.27
207619.1413.53-5.61

0.290.02-0.27
207719.1813.54-5.65

0.290.02-0.27
207819.2213.54-5.68

0.290.02-0.27
207919.2413.54-5.69

0.290.02-0.27
208019.2513.55-5.70

0.290.02-0.27
208119.2513.55-5.70

0.290.02-0.27
208219.2413.55-5.70

0.290.02-0.27
208319.2313.55-5.68

0.290.02-0.27
208419.2013.55-5.65

0.290.02-0.27
208519.1613.54-5.62

0.290.02-0.27
208619.1113.54-5.57

0.290.02-0.27
208719.0513.54-5.52

0.290.02-0.27
208818.9913.53-5.46

0.290.02-0.27
208918.9313.53-5.40

0.290.02-0.27
209018.8613.53-5.34

0.290.02-0.27
209118.8013.52-5.28

0.290.02-0.27
209218.7513.52-5.23

0.280.02-0.27
209318.7013.52-5.19

0.280.02-0.27
209418.6713.51-5.15

0.280.02-0.27
209518.6413.51-5.13

0.280.02-0.27
209618.6213.51-5.11

0.280.02-0.27
209718.6113.51-5.10

0.280.02-0.27
209818.6113.51-5.10

0.280.02-0.27
209918.6213.51-5.11

0.280.02-0.27
210018.6413.51-5.12

0.280.02-0.27

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 17.88% 13.80% -4.07% 2033 0.26% 0.01% -0.25%

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