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
202414.8712.89-1.98
187
0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.20-2.67
78
0.000.010.01
203116.0013.22-2.78
61
-0.000.010.01
203216.1413.25-2.89
43
-0.000.010.01
203316.2713.26-3.01
25
-0.000.010.01
203416.3813.27-3.11
7
-0.000.010.01
203516.4813.28-3.20
----
-0.000.010.01
203616.5613.29-3.27
----
-0.000.010.01
203716.6413.29-3.34
----
-0.000.010.01
203816.7013.30-3.40
----
-0.000.010.01
203916.7513.31-3.44
----
-0.000.010.01
204016.7813.31-3.47
----
-0.000.010.01
204116.8013.31-3.49
----
-0.000.010.01
204216.8213.31-3.50
----
-0.000.010.01
204316.8313.32-3.51
----
-0.000.010.01
204416.8513.32-3.53
----
-0.000.010.01
204516.8613.32-3.54
----
-0.000.010.01
204616.8813.32-3.56
----
-0.000.010.01
204716.9013.33-3.58
----
-0.000.010.01
204816.9313.33-3.60
----
-0.000.010.01
204916.9613.33-3.62
----
-0.000.010.01
205016.9913.33-3.65
----
-0.000.010.01
205117.0213.34-3.68
----
-0.000.010.01
205217.0613.34-3.72
----
-0.000.010.01
205317.1113.35-3.76
----
-0.000.010.01
205417.1613.35-3.81
----
-0.000.010.01
205517.2313.36-3.88
----
-0.000.010.01
205617.3013.36-3.94
----
-0.000.010.01
205717.3813.37-4.01
----
-0.000.010.01
205817.4613.37-4.08
----
-0.000.010.01
205917.5413.38-4.16
----
-0.000.010.01
206017.6213.39-4.23
----
-0.000.010.01
206117.6913.39-4.30
----
-0.000.010.01
206217.7613.40-4.36
----
-0.000.010.01
206317.8213.40-4.42
----
-0.000.010.01
206417.8813.41-4.48
----
-0.000.010.01
206517.9513.41-4.53
----
-0.000.010.01
206618.0013.42-4.58
----
-0.000.010.01
206718.0613.42-4.64
----
-0.000.010.01
206818.1213.43-4.69
----
-0.000.010.01
206918.1713.43-4.74
----
-0.000.010.01
207018.2313.44-4.79
----
-0.000.010.01
207118.2813.44-4.84
----
-0.000.010.01
207218.3313.45-4.89
----
-0.000.010.01
207318.3813.45-4.93
----
-0.000.010.01
207418.4313.45-4.97
----
-0.000.010.01
207518.4613.46-5.01
----
-0.000.010.01
207618.4913.46-5.03
----
-0.000.010.01
207718.5013.46-5.04
----
-0.000.010.01
207818.5013.46-5.04
----
-0.000.010.01
207918.4913.46-5.03
----
-0.000.010.01
208018.4713.46-5.01
----
-0.000.010.01
208118.4313.46-4.97
----
-0.000.010.01
208218.3913.46-4.94
----
-0.000.010.01
208318.3513.45-4.89
----
-0.000.010.01
208418.2913.45-4.84
----
-0.000.010.01
208518.2313.45-4.78
----
-0.000.010.01
208618.1613.44-4.72
----
-0.000.010.01
208718.0913.44-4.65
----
-0.000.010.01
208818.0213.43-4.58
----
-0.000.010.01
208917.9513.43-4.52
----
-0.000.010.01
209017.8913.43-4.47
----
-0.000.010.01
209117.8413.42-4.42
----
-0.000.010.01
209217.8013.42-4.38
----
-0.000.010.01
209317.7713.42-4.35
----
-0.000.010.01
209417.7513.42-4.34
----
-0.000.010.01
209517.7413.42-4.33
----
-0.000.010.01
209617.7413.42-4.33
----
-0.000.010.01
209717.7513.42-4.33
----
-0.000.010.01
209817.7713.42-4.35
----
-0.000.010.01

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 17.38% 13.79% -3.59% 2034 -0.00% 0.01% 0.01%

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