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
0.000.000.00
203316.0713.24-2.83
26
0.000.000.00
203416.1513.27-2.88
9
0.000.000.00
203516.2313.28-2.95

-0.00-0.000.00
203616.3213.29-3.04

-0.00-0.000.00
203716.4113.29-3.12

-0.00-0.000.00
203816.4913.30-3.18

-0.00-0.000.00
203916.5513.31-3.24

-0.00-0.000.00
204016.6013.31-3.28

-0.01-0.000.01
204116.6313.32-3.31

-0.01-0.000.01
204216.6613.32-3.33

-0.02-0.000.02
204316.6813.33-3.35

-0.03-0.000.03
204416.7013.33-3.37

-0.04-0.000.04
204516.7213.33-3.39

-0.05-0.000.05
204616.7413.33-3.40

-0.07-0.000.06
204716.7513.34-3.42

-0.08-0.010.08
204816.7813.34-3.43

-0.10-0.010.10
204916.8013.34-3.46

-0.12-0.010.12
205016.8213.35-3.48

-0.15-0.010.14
205116.8513.35-3.50

-0.17-0.010.16
205216.8813.35-3.53

-0.20-0.010.18
205316.9213.36-3.56

-0.22-0.010.21
205416.9613.36-3.60

-0.25-0.020.24
205517.0113.37-3.65

-0.29-0.020.27
205617.0713.37-3.69

-0.32-0.020.30
205717.1213.38-3.74

-0.35-0.020.33
205817.1813.38-3.80

-0.39-0.020.36
205917.2313.39-3.84

-0.43-0.030.40
206017.2813.39-3.89

-0.46-0.030.43
206117.3213.40-3.92

-0.50-0.030.47
206217.3513.40-3.95

-0.54-0.030.51
206317.3813.41-3.98

-0.58-0.040.54
206417.4113.41-4.00

-0.62-0.040.58
206517.4413.41-4.03

-0.66-0.040.62
206617.4713.42-4.06

-0.70-0.040.65
206717.5013.42-4.08

-0.74-0.050.69
206817.5313.42-4.11

-0.78-0.050.73
206917.5613.42-4.14

-0.82-0.050.77
207017.5913.43-4.17

-0.86-0.060.81
207117.6313.43-4.19

-0.90-0.060.85
207217.6613.43-4.22

-0.94-0.060.88
207317.6913.44-4.25

-0.99-0.060.92
207417.7113.44-4.27

-1.03-0.070.96
207517.7313.44-4.29

-1.07-0.071.00
207617.7413.45-4.30

-1.11-0.071.04
207717.7413.45-4.30

-1.15-0.071.08
207817.7413.45-4.29

-1.19-0.081.11
207917.7213.45-4.27

-1.23-0.081.15
208017.6913.45-4.25

-1.26-0.081.18
208117.6613.44-4.21

-1.30-0.081.22
208217.6213.44-4.17

-1.33-0.091.25
208317.5713.44-4.13

-1.37-0.091.28
208417.5113.44-4.07

-1.40-0.091.31
208517.4413.43-4.00

-1.43-0.091.34
208617.3613.43-3.93

-1.46-0.091.37
208717.2713.42-3.85

-1.49-0.101.39
208817.1913.42-3.77

-1.52-0.101.42
208917.1013.41-3.69

-1.54-0.101.44
209017.0113.41-3.60

-1.57-0.101.47
209116.9213.40-3.52

-1.60-0.101.49
209216.8413.40-3.45

-1.62-0.111.52
209316.7713.39-3.38

-1.65-0.111.54
209416.7113.39-3.32

-1.68-0.111.57
209516.6513.38-3.27

-1.70-0.111.59
209616.6113.38-3.23

-1.73-0.111.62
209716.5713.38-3.19

-1.76-0.111.65
209816.5313.38-3.16

-1.79-0.121.68
209916.5113.38-3.14

-1.83-0.121.71
210016.4913.37-3.12

-1.86-0.121.74

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 17.02% 13.75% -3.27% 2034 -0.59% -0.04% 0.56%

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