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
202314.5313.29-1.24
204
0.000.000.00
202414.8512.89-1.97
187
-0.02-0.000.02
202515.0112.97-2.04
168
-0.03-0.000.03
202615.1813.08-2.10
150
-0.05-0.000.05
202715.3113.09-2.22
133
-0.07-0.000.07
202815.4713.13-2.34
115
-0.09-0.000.09
202915.6113.16-2.45
98
-0.11-0.000.11
203015.7413.18-2.56
81
-0.13-0.000.13
203115.8513.21-2.65
64
-0.15-0.000.15
203215.9513.23-2.72
47
-0.19-0.010.19
203316.0313.24-2.79
30
-0.24-0.010.23
203416.1113.25-2.86
13
-0.27-0.010.26
203516.1713.26-2.92
----
-0.31-0.010.29
203616.2213.26-2.96
----
-0.34-0.010.32
203716.2713.27-3.00
----
-0.36-0.010.35
203816.3113.27-3.04
----
-0.39-0.020.37
203916.3313.28-3.06
----
-0.41-0.020.39
204016.3513.28-3.07
----
-0.43-0.020.41
204116.3513.28-3.07
----
-0.45-0.020.43
204216.3513.28-3.07
----
-0.47-0.020.45
204316.3413.28-3.06
----
-0.49-0.020.47
204416.3413.28-3.06
----
-0.51-0.020.48
204516.3413.28-3.05
----
-0.53-0.020.50
204616.3413.28-3.05
----
-0.54-0.030.52
204716.3413.29-3.05
----
-0.56-0.030.54
204816.3513.29-3.06
----
-0.58-0.030.55
204916.3613.29-3.07
----
-0.60-0.030.57
205016.3713.29-3.08
----
-0.61-0.030.58
205116.3913.29-3.10
----
-0.63-0.030.60
205216.4213.30-3.12
----
-0.64-0.030.61
205316.4513.30-3.15
----
-0.66-0.030.62
205416.5013.30-3.19
----
-0.67-0.030.64
205516.5513.31-3.24
----
-0.68-0.030.65
205616.6113.31-3.30
----
-0.69-0.040.66
205716.6713.32-3.35
----
-0.71-0.040.67
205816.7413.32-3.42
----
-0.71-0.040.68
205916.8213.33-3.49
----
-0.72-0.040.68
206016.8913.34-3.55
----
-0.73-0.040.69
206116.9613.34-3.62
----
-0.73-0.040.69
206217.0313.35-3.68
----
-0.73-0.040.69
206317.0913.35-3.74
----
-0.73-0.040.70
206417.1513.36-3.79
----
-0.74-0.040.70
206517.2013.36-3.84
----
-0.74-0.040.70
206617.2613.37-3.90
----
-0.74-0.040.70
206717.3213.37-3.95
----
-0.74-0.040.70
206817.3713.37-4.00
----
-0.74-0.040.70
206917.4313.38-4.05
----
-0.75-0.040.71
207017.4813.38-4.10
----
-0.75-0.040.71
207117.5313.39-4.14
----
-0.76-0.040.72
207217.5813.39-4.18
----
-0.76-0.040.72
207317.6213.40-4.23
----
-0.76-0.040.72
207417.6713.40-4.27
----
-0.76-0.040.72
207517.7013.40-4.30
----
-0.76-0.040.72
207617.7313.41-4.32
----
-0.76-0.040.72
207717.7413.41-4.34
----
-0.76-0.040.72
207817.7513.41-4.34
----
-0.76-0.040.72
207917.7413.41-4.33
----
-0.76-0.040.71
208017.7113.41-4.31
----
-0.75-0.040.71
208117.6813.40-4.28
----
-0.75-0.040.71
208217.6513.40-4.24
----
-0.75-0.040.71
208317.6013.40-4.20
----
-0.75-0.040.71
208417.5513.40-4.15
----
-0.74-0.040.70
208517.4913.39-4.10
----
-0.74-0.040.70
208617.4313.39-4.04
----
-0.73-0.040.69
208717.3613.39-3.98
----
-0.73-0.040.69
208817.3013.38-3.91
----
-0.72-0.040.68
208917.2313.38-3.85
----
-0.72-0.040.68
209017.1713.37-3.80
----
-0.72-0.040.68
209117.1213.37-3.75
----
-0.72-0.040.68
209217.0813.37-3.71
----
-0.72-0.040.68
209317.0513.37-3.69
----
-0.72-0.040.68
209417.0313.37-3.67
----
-0.72-0.040.68
209517.0213.36-3.66
----
-0.72-0.040.68
209617.0213.36-3.65
----
-0.72-0.040.69
209717.0313.37-3.66
----
-0.73-0.040.69
209817.0413.37-3.68
----
-0.73-0.040.69

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
2023-2097 16.83% 13.75% -3.08% 2034 -0.55% -0.03% 0.53%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.