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
203015.8713.18-2.69
78
0.000.000.00
203116.0013.21-2.79
60
0.000.000.00
203216.1413.24-2.91
43
0.000.000.00
203316.2713.25-3.02
25
0.000.000.00
203416.3813.26-3.12
7
0.000.000.00
203516.4813.27-3.21
----
0.000.000.00
203616.5613.27-3.28
----
0.000.000.00
203716.6413.28-3.35
----
0.000.000.00
203816.7013.29-3.41
----
0.000.000.00
203916.7513.29-3.45
----
0.000.000.00
204016.7813.30-3.48
----
0.000.000.00
204116.8013.30-3.51
----
0.000.000.00
204216.8213.30-3.52
----
0.000.000.00
204316.8313.30-3.53
----
0.000.000.00
204416.8513.31-3.54
----
0.000.000.00
204516.8613.24-3.62
----
0.00-0.06-0.06
204616.8813.20-3.68
----
0.00-0.11-0.11
204716.9013.15-3.75
----
0.00-0.16-0.16
204816.9313.11-3.82
----
0.00-0.21-0.21
204916.9613.07-3.89
----
0.00-0.25-0.25
205016.9913.03-3.96
----
0.00-0.29-0.30
205117.0212.99-4.03
----
0.00-0.33-0.33
205217.0612.96-4.10
----
0.00-0.37-0.37
205317.1112.93-4.18
----
0.00-0.40-0.40
205417.1712.37-4.80
----
0.00-0.97-0.97
205517.2412.37-4.87
----
0.00-0.97-0.98
205617.3112.37-4.94
----
0.00-0.98-0.98
205717.3812.37-5.01
----
0.00-0.99-0.99
205817.4612.37-5.09
----
0.00-0.99-1.00
205917.5412.37-5.17
----
0.00-1.00-1.00
206017.6212.37-5.25
----
0.00-1.01-1.01
206117.6912.37-5.33
----
0.00-1.01-1.02
206217.7612.37-5.40
----
0.00-1.02-1.02
206317.8312.37-5.46
----
0.00-1.02-1.03
206417.8912.37-5.52
----
0.00-1.03-1.03
206517.9512.37-5.58
----
0.00-1.03-1.04
206618.0112.37-5.64
----
0.00-1.04-1.04
206718.0612.37-5.69
----
0.00-1.04-1.04
206818.1212.37-5.75
----
0.00-1.05-1.05
206918.1812.37-5.81
----
0.00-1.05-1.05
207018.2312.37-5.87
----
0.00-1.05-1.06
207118.2912.37-5.92
----
0.00-1.06-1.06
207218.3412.37-5.97
----
0.00-1.06-1.07
207318.3912.37-6.02
----
0.00-1.07-1.07
207418.4312.37-6.06
----
0.00-1.07-1.07
207518.4712.37-6.10
----
0.00-1.07-1.08
207618.4912.37-6.12
----
0.00-1.08-1.08
207718.5112.37-6.14
----
0.00-1.08-1.08
207818.5112.37-6.14
----
0.00-1.08-1.08
207918.4912.37-6.13
----
0.00-1.08-1.08
208018.4712.37-6.10
----
0.00-1.08-1.08
208118.4412.37-6.07
----
0.00-1.08-1.08
208218.4012.37-6.03
----
0.00-1.08-1.08
208318.3512.37-5.98
----
0.00-1.07-1.08
208418.2912.37-5.92
----
0.00-1.07-1.07
208518.2312.37-5.86
----
0.00-1.07-1.07
208618.1612.37-5.80
----
0.00-1.06-1.07
208718.0912.37-5.73
----
0.00-1.06-1.06
208818.0212.37-5.66
----
0.00-1.05-1.06
208917.9612.37-5.59
----
0.00-1.05-1.05
209017.9012.37-5.53
----
0.00-1.05-1.05
209117.8412.37-5.48
----
0.00-1.04-1.05
209217.8012.37-5.44
----
0.00-1.04-1.04
209317.7712.37-5.41
----
0.00-1.04-1.04
209417.7612.37-5.39
----
0.00-1.04-1.04
209517.7512.37-5.38
----
0.00-1.04-1.04
209617.7512.37-5.38
----
0.00-1.04-1.04
209717.7612.37-5.39
----
0.00-1.04-1.04
209817.7712.37-5.41
----
0.00-1.04-1.04

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 17.39% 13.20% -4.19% 2034 0.00% -0.58% -0.58%

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