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
202414.9312.89-2.04
186
0.060.00-0.06
202515.1112.98-2.13
167
0.070.00-0.06
202615.3013.08-2.22
148
0.070.00-0.06
202715.4513.10-2.35
130
0.070.00-0.07
202815.6313.13-2.49
112
0.070.00-0.07
202915.8013.17-2.63
94
0.080.00-0.07
203015.9513.19-2.76
76
0.080.00-0.07
203116.0913.22-2.87
57
0.080.00-0.08
203216.2313.24-2.99
39
0.090.01-0.08
203316.3613.25-3.11
21
0.090.01-0.09
203416.4813.26-3.21
3
0.100.01-0.09
203516.5813.27-3.30
----
0.100.01-0.09
203616.6613.28-3.38
----
0.100.01-0.10
203716.7413.29-3.45
----
0.110.01-0.10
203816.8113.29-3.51
----
0.110.01-0.10
203916.8613.30-3.56
----
0.110.01-0.11
204016.9013.30-3.59
----
0.120.01-0.11
204116.9313.31-3.62
----
0.120.01-0.11
204216.9413.31-3.63
----
0.120.01-0.12
204316.9613.31-3.65
----
0.130.01-0.12
204416.9813.31-3.66
----
0.130.01-0.12
204517.0013.32-3.68
----
0.130.01-0.13
204617.0213.32-3.70
----
0.140.01-0.13
204717.0413.32-3.72
----
0.140.01-0.13
204817.0713.32-3.74
----
0.140.01-0.13
204917.1013.33-3.77
----
0.140.01-0.13
205017.1313.33-3.80
----
0.140.01-0.13
205117.1613.33-3.83
----
0.140.01-0.13
205217.2013.34-3.86
----
0.140.01-0.13
205317.2513.34-3.91
----
0.140.01-0.13
205417.3113.35-3.96
----
0.140.01-0.13
205517.3713.35-4.02
----
0.140.01-0.13
205617.4513.36-4.09
----
0.140.01-0.13
205717.5213.36-4.16
----
0.140.01-0.13
205817.6013.37-4.23
----
0.140.01-0.13
205917.6813.38-4.30
----
0.140.01-0.13
206017.7613.38-4.37
----
0.140.01-0.13
206117.8313.39-4.44
----
0.140.01-0.13
206217.9013.39-4.50
----
0.140.01-0.13
206317.9613.40-4.56
----
0.140.01-0.13
206418.0313.40-4.62
----
0.140.01-0.13
206518.0913.41-4.68
----
0.140.01-0.13
206618.1513.41-4.73
----
0.140.01-0.14
206718.2113.42-4.79
----
0.150.01-0.14
206818.2613.42-4.84
----
0.150.01-0.14
206918.3213.43-4.90
----
0.150.01-0.14
207018.3813.43-4.95
----
0.150.01-0.14
207118.4413.44-5.00
----
0.150.01-0.14
207218.4913.44-5.05
----
0.160.01-0.15
207318.5413.45-5.10
----
0.160.01-0.15
207418.5913.45-5.14
----
0.160.01-0.15
207518.6313.45-5.17
----
0.160.01-0.15
207618.6613.46-5.20
----
0.170.01-0.16
207718.6713.46-5.21
----
0.170.01-0.16
207818.6713.46-5.22
----
0.170.01-0.16
207918.6613.46-5.20
----
0.170.01-0.16
208018.6413.46-5.18
----
0.170.01-0.16
208118.6113.46-5.15
----
0.170.01-0.16
208218.5713.45-5.11
----
0.170.01-0.16
208318.5213.45-5.07
----
0.180.01-0.16
208418.4613.45-5.02
----
0.180.01-0.16
208518.4013.44-4.96
----
0.180.01-0.17
208618.3413.44-4.90
----
0.180.01-0.17
208718.2713.44-4.83
----
0.180.01-0.17
208818.2013.43-4.76
----
0.180.01-0.17
208918.1313.43-4.70
----
0.180.01-0.17
209018.0713.42-4.65
----
0.180.01-0.17
209118.0213.42-4.60
----
0.180.01-0.17
209217.9813.42-4.56
----
0.180.01-0.17
209317.9513.42-4.54
----
0.180.01-0.17
209417.9413.42-4.52
----
0.180.01-0.17
209517.9313.42-4.51
----
0.180.01-0.17
209617.9313.42-4.51
----
0.180.01-0.17
209717.9313.42-4.52
----
0.180.01-0.17
209817.9513.42-4.53
----
0.180.01-0.17

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 17.52% 13.78% -3.73% 2034 0.14% 0.01% -0.13%

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