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
0.000.00-0.00
203115.9113.19-2.73
60
0.000.00-0.00
203216.0113.20-2.80
43
0.010.00-0.01
203316.0813.24-2.84
26
0.010.00-0.01
203416.1713.27-2.90
8
0.020.00-0.02
203516.2613.28-2.98

0.030.00-0.03
203616.3713.29-3.08

0.040.00-0.04
203716.4713.30-3.17

0.060.00-0.05
203816.5613.31-3.26

0.070.00-0.07
203916.6413.31-3.33

0.090.00-0.09
204016.7113.32-3.39

0.110.01-0.10
204116.7713.33-3.45

0.130.01-0.12
204216.8213.33-3.49

0.150.01-0.14
204316.8713.34-3.54

0.160.01-0.16
204416.9313.34-3.58

0.180.01-0.17
204516.9713.35-3.63

0.200.01-0.19
204617.0213.35-3.67

0.220.01-0.21
204717.0713.36-3.72

0.240.01-0.22
204817.1313.36-3.77

0.250.01-0.24
204917.1913.37-3.83

0.270.01-0.25
205017.2613.37-3.88

0.290.02-0.27
205117.3213.38-3.94

0.300.02-0.28
205217.4013.38-4.01

0.320.02-0.30
205317.4813.39-4.09

0.330.02-0.31
205417.5613.40-4.17

0.350.02-0.33
205517.6613.41-4.25

0.360.02-0.34
205617.7613.41-4.34

0.370.02-0.35
205717.8613.42-4.44

0.380.02-0.36
205817.9713.43-4.54

0.400.02-0.37
205918.0713.44-4.63

0.410.02-0.38
206018.1613.45-4.71

0.420.02-0.39
206118.2413.45-4.79

0.420.02-0.40
206218.3313.46-4.86

0.430.02-0.41
206318.4013.47-4.94

0.440.03-0.41
206418.4813.47-5.00

0.450.03-0.42
206518.5513.48-5.07

0.450.03-0.43
206618.6213.49-5.14

0.460.03-0.43
206718.7013.49-5.21

0.460.03-0.43
206818.7713.50-5.27

0.460.03-0.44
206918.8513.50-5.34

0.470.03-0.44
207018.9313.51-5.42

0.470.03-0.44
207119.0013.52-5.49

0.470.03-0.45
207219.0813.52-5.55

0.480.03-0.45
207319.1513.53-5.62

0.480.03-0.45
207419.2213.54-5.69

0.480.03-0.45
207519.2913.54-5.75

0.490.03-0.46
207619.3413.55-5.79

0.490.03-0.46
207719.3813.55-5.83

0.490.03-0.46
207819.4213.55-5.86

0.490.03-0.46
207919.4413.56-5.88

0.490.03-0.46
208019.4513.56-5.89

0.490.03-0.46
208119.4513.56-5.89

0.490.03-0.46
208219.4413.56-5.88

0.490.03-0.46
208319.4213.56-5.87

0.490.03-0.46
208419.4013.56-5.84

0.490.03-0.46
208519.3613.56-5.80

0.490.03-0.46
208619.3113.55-5.76

0.490.03-0.46
208719.2513.55-5.70

0.490.03-0.46
208819.1913.55-5.64

0.480.03-0.46
208919.1213.54-5.58

0.480.03-0.45
209019.0613.54-5.52

0.480.03-0.45
209119.0013.53-5.46

0.480.03-0.45
209218.9413.53-5.41

0.480.03-0.45
209318.9013.53-5.37

0.480.03-0.45
209418.8613.53-5.34

0.480.03-0.45
209518.8413.52-5.31

0.480.03-0.45
209618.8213.52-5.29

0.480.03-0.45
209718.8113.52-5.28

0.480.03-0.45
209818.8113.52-5.28

0.480.03-0.45
209918.8113.52-5.29

0.480.03-0.45
210018.8313.52-5.30

0.480.03-0.45

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 17.92% 13.80% -4.11% 2034 0.31% 0.02% -0.29%

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