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
202715.4413.08-2.36
131
-0.04-0.000.04
202815.5113.11-2.40
114
-0.08-0.000.08
202915.5713.13-2.44
97
-0.12-0.010.11
203015.6413.15-2.49
80
-0.16-0.010.15
203115.7113.17-2.54
64
-0.20-0.010.19
203215.7613.19-2.57
47
-0.24-0.010.23
203315.8013.23-2.57
31
-0.28-0.020.26
203415.8313.25-2.59
15
-0.31-0.020.29
203515.8913.26-2.63

-0.34-0.020.32
203615.9513.26-2.68

-0.38-0.020.35
203716.0113.27-2.74

-0.41-0.020.38
203816.0513.28-2.78

-0.44-0.030.41
203916.0913.28-2.81

-0.46-0.030.43
204016.1213.29-2.83

-0.49-0.030.46
204116.1413.29-2.85

-0.51-0.030.48
204216.1513.29-2.86

-0.53-0.030.50
204316.1613.29-2.87

-0.55-0.030.51
204416.1813.30-2.88

-0.56-0.030.53
204516.1913.30-2.90

-0.58-0.040.54
204616.2113.30-2.91

-0.59-0.040.56
204716.2313.31-2.93

-0.60-0.040.57
204816.2613.31-2.95

-0.61-0.040.58
204916.3013.31-2.99

-0.62-0.040.58
205016.3413.32-3.02

-0.63-0.040.59
205116.3813.32-3.06

-0.64-0.040.60
205216.4413.33-3.11

-0.64-0.040.60
205316.5013.33-3.16

-0.65-0.040.61
205416.5613.34-3.23

-0.65-0.040.61
205516.6413.34-3.30

-0.66-0.040.62
205616.7213.35-3.37

-0.66-0.040.62
205716.8113.36-3.45

-0.67-0.040.63
205816.9013.37-3.53

-0.67-0.040.63
205916.9813.37-3.61

-0.68-0.040.63
206017.0613.38-3.68

-0.68-0.040.64
206117.1313.39-3.75

-0.69-0.040.64
206217.2013.39-3.81

-0.69-0.040.65
206317.2713.40-3.87

-0.69-0.040.65
206417.3313.40-3.93

-0.70-0.040.65
206517.4013.41-3.99

-0.70-0.040.66
206617.4613.41-4.05

-0.71-0.050.66
206717.5213.42-4.10

-0.71-0.050.67
206817.5913.43-4.16

-0.72-0.050.67
206917.6613.43-4.23

-0.72-0.050.68
207017.7313.44-4.29

-0.73-0.050.68
207117.7913.44-4.35

-0.73-0.050.69
207217.8613.45-4.41

-0.74-0.050.69
207317.9313.45-4.47

-0.74-0.050.70
207417.9913.46-4.53

-0.75-0.050.70
207518.0513.46-4.58

-0.75-0.050.71
207618.0913.47-4.62

-0.76-0.050.71
207718.1313.47-4.66

-0.76-0.050.71
207818.1613.47-4.68

-0.77-0.050.72
207918.1813.48-4.70

-0.77-0.050.72
208018.1813.48-4.71

-0.77-0.050.72
208118.1813.48-4.70

-0.78-0.050.73
208218.1713.48-4.69

-0.78-0.050.73
208318.1513.48-4.68

-0.78-0.050.73
208418.1313.48-4.65

-0.78-0.050.73
208518.0913.48-4.61

-0.78-0.050.73
208618.0413.47-4.57

-0.78-0.050.73
208717.9813.47-4.51

-0.78-0.050.73
208817.9213.47-4.46

-0.78-0.050.73
208917.8613.46-4.40

-0.78-0.050.73
209017.8013.46-4.34

-0.78-0.050.73
209117.7413.45-4.29

-0.78-0.050.73
209217.6913.45-4.24

-0.78-0.050.73
209317.6513.45-4.20

-0.77-0.050.72
209417.6113.45-4.16

-0.77-0.050.72
209517.5913.44-4.14

-0.77-0.050.72
209617.5713.44-4.13

-0.77-0.050.72
209717.5613.44-4.12

-0.77-0.050.72
209817.5613.44-4.12

-0.77-0.050.72
209917.5713.44-4.12

-0.77-0.050.72
210017.5913.45-4.14

-0.77-0.050.72

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% 0.55%

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