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
202414.8412.89-1.96
187
-0.03-0.000.03
202514.9912.97-2.02
169
-0.05-0.000.05
202615.1613.08-2.08
150
-0.08-0.000.08
202715.2813.09-2.18
133
-0.11-0.000.10
202815.4213.13-2.29
116
-0.13-0.000.13
202915.5513.16-2.40
99
-0.17-0.000.16
203015.6713.18-2.49
83
-0.20-0.000.19
203115.7713.21-2.57
66
-0.23-0.010.22
203215.8313.23-2.60
49
-0.31-0.010.30
203315.8713.24-2.64
33
-0.40-0.010.38
203415.9113.24-2.67
17
-0.47-0.020.46
203515.9313.25-2.68
0
-0.55-0.020.53
203615.9313.25-2.68
----
-0.62-0.020.60
203715.9413.26-2.69
----
-0.69-0.030.66
203815.9513.26-2.69
----
-0.75-0.030.72
203915.9413.26-2.68
----
-0.80-0.030.77
204015.9313.26-2.67
----
-0.85-0.040.81
204115.9213.26-2.66
----
-0.88-0.040.85
204215.9013.26-2.64
----
-0.92-0.040.88
204315.8813.26-2.62
----
-0.95-0.040.91
204415.8613.26-2.60
----
-0.99-0.040.94
204515.8413.26-2.58
----
-1.02-0.050.97
204615.8313.26-2.57
----
-1.05-0.051.01
204715.8213.26-2.55
----
-1.09-0.051.04
204815.8113.26-2.55
----
-1.12-0.051.07
204915.8113.26-2.54
----
-1.15-0.051.10
205015.8113.26-2.54
----
-1.18-0.061.12
205115.8113.27-2.54
----
-1.21-0.061.15
205215.8213.27-2.55
----
-1.24-0.061.18
205315.8413.27-2.57
----
-1.26-0.061.20
205415.8813.27-2.60
----
-1.29-0.061.23
205515.9213.28-2.64
----
-1.31-0.061.25
205615.9713.28-2.68
----
-1.34-0.071.27
205716.0213.29-2.73
----
-1.36-0.071.29
205816.0813.29-2.79
----
-1.38-0.071.31
205916.1513.30-2.85
----
-1.39-0.071.32
206016.2213.30-2.91
----
-1.40-0.071.33
206116.2913.31-2.98
----
-1.41-0.071.33
206216.3513.31-3.03
----
-1.41-0.071.34
206316.4113.32-3.09
----
-1.42-0.071.34
206416.4613.32-3.14
----
-1.42-0.071.35
206516.5213.33-3.19
----
-1.43-0.071.35
206616.5813.33-3.25
----
-1.42-0.071.35
206716.6313.34-3.30
----
-1.43-0.071.35
206816.6913.34-3.35
----
-1.43-0.071.36
206916.7413.34-3.39
----
-1.44-0.071.36
207016.7913.35-3.44
----
-1.44-0.071.37
207116.8313.35-3.48
----
-1.45-0.071.38
207216.8813.36-3.52
----
-1.45-0.081.38
207316.9313.36-3.57
----
-1.46-0.081.38
207416.9713.36-3.61
----
-1.46-0.081.38
207517.0113.37-3.64
----
-1.46-0.081.38
207617.0313.37-3.66
----
-1.46-0.081.38
207717.0513.37-3.68
----
-1.45-0.081.38
207817.0513.37-3.68
----
-1.45-0.081.38
207917.0413.37-3.67
----
-1.45-0.081.37
208017.0313.37-3.65
----
-1.44-0.081.37
208117.0013.37-3.63
----
-1.44-0.081.36
208216.9613.37-3.60
----
-1.43-0.081.35
208316.9213.37-3.56
----
-1.42-0.081.35
208416.8813.36-3.51
----
-1.41-0.071.34
208516.8213.36-3.46
----
-1.41-0.071.33
208616.7713.36-3.41
----
-1.39-0.071.32
208716.7113.35-3.35
----
-1.38-0.071.31
208816.6413.35-3.29
----
-1.38-0.071.30
208916.5813.34-3.24
----
-1.37-0.071.30
209016.5213.34-3.18
----
-1.37-0.071.30
209116.4713.34-3.14
----
-1.37-0.071.30
209216.4313.33-3.10
----
-1.37-0.071.29
209316.4013.33-3.07
----
-1.37-0.071.30
209416.3813.33-3.05
----
-1.37-0.071.30
209516.3713.33-3.04
----
-1.38-0.071.30
209616.3613.33-3.03
----
-1.38-0.071.31
209716.3613.33-3.03
----
-1.39-0.071.32
209816.3813.33-3.05
----
-1.39-0.071.32

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 16.32% 13.72% -2.60% 2035 -1.06% -0.05% 1.01%

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