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
203516.2313.28-2.96

0.000.00-0.00
203616.3313.29-3.04

0.010.00-0.01
203716.4213.30-3.13

0.010.00-0.01
203816.5013.30-3.20

0.010.00-0.01
203916.5713.31-3.26

0.010.00-0.01
204016.6213.32-3.30

0.020.00-0.01
204116.6613.32-3.34

0.020.00-0.01
204216.6913.32-3.37

0.010.00-0.01
204316.7213.33-3.39

0.010.00-0.01
204416.7513.33-3.42

0.010.00-0.01
204516.7813.34-3.44

0.000.00-0.00
204616.8013.34-3.46

-0.00-0.000.00
204716.8313.34-3.48

-0.01-0.000.01
204816.8613.35-3.51

-0.02-0.000.02
204916.8913.35-3.54

-0.03-0.000.03
205016.9313.35-3.57

-0.04-0.000.04
205116.9713.36-3.61

-0.05-0.000.05
205217.0113.36-3.65

-0.07-0.000.06
205317.0713.37-3.70

-0.08-0.000.07
205417.1313.37-3.76

-0.09-0.010.08
205517.2013.38-3.82

-0.10-0.010.09
205617.2713.39-3.89

-0.11-0.010.10
205717.3513.39-3.96

-0.12-0.010.11
205817.4413.40-4.04

-0.13-0.010.12
205917.5213.41-4.11

-0.14-0.010.13
206017.5913.41-4.18

-0.15-0.010.14
206117.6613.42-4.24

-0.16-0.010.15
206217.7313.43-4.30

-0.17-0.010.16
206317.7913.43-4.36

-0.17-0.010.16
206417.8513.44-4.41

-0.18-0.010.17
206517.9113.44-4.47

-0.19-0.010.17
206617.9813.45-4.53

-0.19-0.010.18
206718.0413.45-4.59

-0.19-0.010.18
206818.1113.46-4.65

-0.20-0.010.19
206918.1813.46-4.71

-0.20-0.010.19
207018.2513.47-4.78

-0.21-0.010.19
207118.3213.48-4.84

-0.21-0.010.19
207218.3913.48-4.91

-0.21-0.010.20
207318.4613.49-4.97

-0.21-0.010.20
207418.5313.49-5.03

-0.21-0.010.20
207518.5913.50-5.09

-0.22-0.010.20
207618.6313.50-5.13

-0.22-0.010.20
207718.6713.51-5.17

-0.22-0.010.21
207818.7013.51-5.20

-0.22-0.010.21
207918.7213.51-5.21

-0.22-0.010.21
208018.7313.51-5.22

-0.22-0.010.21
208118.7313.51-5.22

-0.22-0.010.21
208218.7213.51-5.21

-0.23-0.010.21
208318.7113.51-5.19

-0.23-0.010.21
208418.6813.51-5.17

-0.23-0.010.21
208518.6413.51-5.13

-0.23-0.010.21
208618.5913.51-5.08

-0.23-0.010.21
208718.5413.51-5.03

-0.23-0.010.22
208818.4713.50-4.97

-0.23-0.010.22
208918.4113.50-4.91

-0.23-0.010.22
209018.3513.49-4.85

-0.23-0.020.22
209118.2913.49-4.80

-0.23-0.020.22
209218.2313.49-4.75

-0.23-0.020.22
209318.1913.48-4.70

-0.23-0.020.22
209418.1513.48-4.67

-0.23-0.020.22
209518.1313.48-4.65

-0.23-0.020.22
209618.1113.48-4.63

-0.23-0.020.22
209718.1013.48-4.62

-0.23-0.020.22
209818.0913.48-4.62

-0.23-0.020.22
209918.1013.48-4.62

-0.24-0.020.22
210018.1213.48-4.64

-0.24-0.020.22

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 17.50% 13.78% -3.72% 2034 -0.11% -0.01% 0.10%

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