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
203416.1413.26-2.88
9
-0.00-0.000.00
203516.2213.28-2.95

-0.01-0.000.01
203616.3113.28-3.03

-0.01-0.000.01
203716.3913.29-3.10

-0.02-0.000.02
203816.4513.30-3.15

-0.04-0.000.04
203916.4913.31-3.19

-0.06-0.000.06
204016.5213.31-3.21

-0.09-0.000.08
204116.5213.31-3.21

-0.12-0.010.12
204216.5113.31-3.19

-0.17-0.010.16
204316.4913.31-3.17

-0.22-0.010.21
204416.4613.32-3.15

-0.28-0.020.26
204516.4313.31-3.12

-0.34-0.020.32
204616.3913.31-3.08

-0.41-0.030.39
204716.3513.31-3.04

-0.49-0.030.46
204816.3113.31-3.00

-0.57-0.030.53
204916.2813.31-2.97

-0.64-0.040.60
205016.2513.31-2.94

-0.72-0.040.68
205116.2213.31-2.91

-0.80-0.050.75
205216.2013.31-2.89

-0.88-0.050.82
205316.2013.31-2.88

-0.95-0.060.89
205416.1913.31-2.88

-1.02-0.060.96
205516.2013.32-2.88

-1.10-0.071.03
205616.2213.32-2.90

-1.17-0.071.10
205716.2413.32-2.92

-1.24-0.081.16
205816.2713.33-2.94

-1.30-0.081.22
205916.2913.33-2.97

-1.37-0.091.28
206016.3213.33-2.99

-1.42-0.091.33
206116.3413.34-3.01

-1.48-0.091.38
206216.3713.34-3.03

-1.53-0.101.43
206316.3913.34-3.05

-1.57-0.101.47
206416.4213.35-3.07

-1.61-0.101.51
206516.4513.35-3.10

-1.65-0.111.54
206616.4913.35-3.14

-1.68-0.111.57
206716.5313.36-3.17

-1.71-0.111.60
206816.5713.36-3.21

-1.74-0.111.63
206916.6213.36-3.25

-1.76-0.111.65
207016.6713.37-3.30

-1.78-0.111.67
207116.7213.37-3.35

-1.80-0.121.69
207216.7813.38-3.40

-1.82-0.121.70
207316.8313.38-3.45

-1.84-0.121.72
207416.8913.39-3.50

-1.85-0.121.73
207516.9413.39-3.55

-1.86-0.121.74
207616.9813.40-3.58

-1.87-0.121.75
207717.0113.40-3.61

-1.88-0.121.76
207817.0413.40-3.64

-1.89-0.121.77
207917.0513.40-3.65

-1.89-0.121.77
208017.0613.41-3.65

-1.90-0.121.77
208117.0613.41-3.65

-1.90-0.121.78
208217.0513.41-3.64

-1.90-0.121.78
208317.0313.41-3.63

-1.90-0.121.78
208417.0113.41-3.60

-1.90-0.121.78
208516.9713.40-3.57

-1.90-0.121.77
208616.9313.40-3.53

-1.89-0.121.77
208716.8813.40-3.48

-1.89-0.121.76
208816.8213.39-3.43

-1.88-0.121.76
208916.7713.39-3.38

-1.87-0.121.75
209016.7113.39-3.32

-1.87-0.121.75
209116.6613.38-3.27

-1.86-0.121.74
209216.6113.38-3.23

-1.86-0.121.74
209316.5713.38-3.19

-1.85-0.121.73
209416.5413.38-3.16

-1.85-0.121.73
209516.5113.38-3.14

-1.85-0.121.73
209616.5013.37-3.12

-1.84-0.121.72
209716.4913.37-3.11

-1.84-0.121.72
209816.4913.37-3.11

-1.84-0.121.72
209916.4913.37-3.12

-1.85-0.121.72
210016.5113.38-3.13

-1.85-0.121.73

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 16.57% 13.72% -2.85% 2034 -1.04% -0.07% 0.97%

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