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
202414.8612.89-1.98
187
-0.00-0.000.00
202515.0312.97-2.06
168
-0.010.000.01
202615.2213.08-2.14
149
-0.01-0.000.01
202715.3613.09-2.27
132
-0.02-0.000.02
202815.5313.13-2.40
114
-0.02-0.000.02
202915.6913.16-2.53
96
-0.03-0.000.03
203015.8413.18-2.65
79
-0.03-0.000.03
203115.9613.21-2.75
61
-0.04-0.000.04
203216.0913.24-2.86
44
-0.05-0.000.05
203316.2013.25-2.95
26
-0.07-0.000.07
203416.3013.26-3.04
8
-0.08-0.000.08
203516.3813.26-3.11
----
-0.10-0.000.10
203616.4513.27-3.18
----
-0.11-0.000.11
203716.5113.28-3.23
----
-0.12-0.000.12
203816.5513.28-3.27
----
-0.14-0.010.14
203916.5813.29-3.29
----
-0.17-0.010.16
204016.5913.29-3.30
----
-0.19-0.010.18
204116.6013.29-3.30
----
-0.21-0.010.20
204216.5913.29-3.29
----
-0.23-0.010.22
204316.5813.29-3.28
----
-0.25-0.010.24
204416.5713.29-3.27
----
-0.28-0.010.27
204516.5613.30-3.26
----
-0.30-0.010.29
204616.5513.30-3.26
----
-0.33-0.010.31
204716.5513.30-3.25
----
-0.35-0.010.34
204816.5513.30-3.25
----
-0.38-0.020.36
204916.5513.30-3.25
----
-0.41-0.020.39
205016.5513.30-3.25
----
-0.44-0.020.42
205116.5613.30-3.25
----
-0.46-0.020.44
205216.5713.31-3.26
----
-0.49-0.020.47
205316.5813.31-3.27
----
-0.53-0.020.50
205416.6113.31-3.29
----
-0.56-0.030.53
205516.6413.31-3.32
----
-0.59-0.030.57
205616.6713.32-3.35
----
-0.63-0.030.60
205716.7113.32-3.38
----
-0.67-0.030.64
205816.7513.33-3.42
----
-0.71-0.030.67
205916.8013.33-3.47
----
-0.74-0.030.70
206016.8513.34-3.51
----
-0.77-0.040.73
206116.9013.34-3.55
----
-0.80-0.040.76
206216.9413.35-3.59
----
-0.82-0.040.78
206316.9713.35-3.62
----
-0.85-0.040.81
206417.0013.35-3.65
----
-0.88-0.040.84
206517.0313.36-3.68
----
-0.91-0.040.87
206617.0613.36-3.70
----
-0.94-0.050.90
206717.0813.36-3.72
----
-0.98-0.050.93
206817.1113.36-3.74
----
-1.01-0.050.96
206917.1313.37-3.77
----
-1.04-0.050.99
207017.1613.37-3.79
----
-1.07-0.051.02
207117.1813.37-3.80
----
-1.11-0.061.05
207217.1913.37-3.82
----
-1.14-0.061.08
207317.2113.38-3.84
----
-1.17-0.061.11
207417.2313.38-3.85
----
-1.19-0.061.13
207517.2513.38-3.86
----
-1.22-0.061.16
207617.2513.38-3.87
----
-1.24-0.061.18
207717.2413.38-3.86
----
-1.26-0.061.20
207817.2313.38-3.84
----
-1.28-0.061.21
207917.2013.38-3.82
----
-1.29-0.071.22
208017.1713.38-3.79
----
-1.30-0.071.23
208117.1313.38-3.75
----
-1.31-0.071.24
208217.0813.37-3.70
----
-1.32-0.071.25
208317.0213.37-3.65
----
-1.32-0.071.25
208416.9613.37-3.60
----
-1.32-0.071.25
208516.9013.36-3.54
----
-1.33-0.071.26
208616.8413.36-3.48
----
-1.32-0.071.25
208716.7713.36-3.41
----
-1.32-0.071.25
208816.7013.35-3.34
----
-1.32-0.071.25
208916.6313.35-3.28
----
-1.33-0.071.26
209016.5613.34-3.22
----
-1.33-0.071.26
209116.5113.34-3.17
----
-1.33-0.071.26
209216.4613.34-3.13
----
-1.34-0.071.27
209316.4313.33-3.09
----
-1.35-0.071.27
209416.4013.33-3.07
----
-1.35-0.071.28
209516.3813.33-3.05
----
-1.36-0.071.29
209616.3713.33-3.04
----
-1.37-0.071.30
209716.3713.33-3.04
----
-1.38-0.071.31
209816.3813.33-3.05
----
-1.39-0.071.31

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 16.71% 13.74% -2.97% 2034 -0.67% -0.03% 0.64%

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