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
202515.1312.98-2.16
167
0.090.00-0.09
202615.3313.09-2.24
148
0.090.00-0.09
202715.4813.10-2.38
129
0.100.00-0.09
202815.6513.14-2.52
111
0.100.01-0.09
202915.8213.17-2.66
93
0.100.01-0.10
203015.9813.19-2.79
75
0.110.01-0.10
203116.1213.22-2.90
57
0.110.01-0.11
203216.2613.24-3.02
39
0.120.01-0.11
203316.3913.26-3.14
20
0.120.01-0.12
203416.5113.27-3.24
2
0.130.01-0.12
203516.6113.27-3.33
----
0.130.01-0.12
203616.6913.28-3.41
----
0.140.01-0.13
203716.7813.29-3.49
----
0.140.01-0.13
203816.8413.30-3.54
----
0.140.01-0.14
203916.9013.30-3.59
----
0.150.01-0.14
204016.9313.31-3.63
----
0.150.01-0.14
204116.9613.31-3.65
----
0.160.01-0.15
204216.9813.31-3.67
----
0.160.01-0.15
204317.0013.31-3.68
----
0.160.01-0.15
204417.0113.32-3.70
----
0.170.01-0.16
204517.0313.32-3.71
----
0.170.01-0.16
204617.0513.32-3.73
----
0.170.01-0.16
204717.0813.32-3.75
----
0.170.01-0.16
204817.1013.33-3.77
----
0.170.01-0.16
204917.1313.33-3.80
----
0.170.01-0.16
205017.1613.33-3.83
----
0.170.01-0.16
205117.1913.33-3.86
----
0.170.01-0.16
205217.2313.34-3.89
----
0.170.01-0.16
205317.2813.34-3.94
----
0.170.01-0.16
205417.3413.35-3.99
----
0.170.01-0.16
205517.4013.35-4.05
----
0.170.01-0.16
205617.4713.36-4.12
----
0.170.01-0.16
205717.5513.36-4.18
----
0.170.01-0.16
205817.6313.37-4.26
----
0.170.01-0.16
205917.7113.38-4.33
----
0.170.01-0.16
206017.7913.38-4.40
----
0.170.01-0.16
206117.8613.39-4.47
----
0.170.01-0.16
206217.9313.40-4.53
----
0.170.01-0.16
206318.0013.40-4.59
----
0.170.01-0.16
206418.0613.41-4.65
----
0.170.01-0.16
206518.1213.41-4.71
----
0.170.01-0.16
206618.1813.42-4.76
----
0.180.01-0.17
206718.2413.42-4.82
----
0.180.01-0.17
206818.3013.43-4.87
----
0.180.01-0.17
206918.3613.43-4.93
----
0.180.01-0.17
207018.4213.43-4.98
----
0.190.01-0.17
207118.4713.44-5.03
----
0.190.01-0.18
207218.5313.44-5.08
----
0.190.01-0.18
207318.5813.45-5.13
----
0.190.01-0.18
207418.6313.45-5.17
----
0.200.01-0.19
207518.6613.46-5.21
----
0.200.01-0.19
207618.6913.46-5.23
----
0.200.01-0.19
207718.7113.46-5.25
----
0.200.01-0.19
207818.7113.46-5.25
----
0.210.01-0.19
207918.7013.46-5.24
----
0.210.01-0.19
208018.6713.46-5.21
----
0.210.01-0.19
208118.6413.46-5.18
----
0.210.01-0.20
208218.6013.46-5.15
----
0.210.01-0.20
208318.5513.45-5.10
----
0.210.01-0.20
208418.5013.45-5.05
----
0.210.01-0.20
208518.4413.45-4.99
----
0.210.01-0.20
208618.3713.44-4.93
----
0.210.01-0.20
208718.3013.44-4.86
----
0.210.01-0.20
208818.2313.43-4.80
----
0.210.01-0.20
208918.1713.43-4.74
----
0.210.01-0.20
209018.1113.43-4.68
----
0.210.01-0.20
209118.0613.42-4.63
----
0.210.01-0.20
209218.0213.42-4.59
----
0.210.01-0.20
209317.9913.42-4.57
----
0.210.01-0.20
209417.9713.42-4.55
----
0.210.01-0.20
209517.9613.42-4.54
----
0.210.01-0.20
209617.9613.42-4.54
----
0.210.01-0.20
209717.9713.42-4.55
----
0.210.01-0.20
209817.9813.42-4.56
----
0.210.01-0.20

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 17.55% 13.79% -3.76% 2034 0.17% 0.01% -0.16%

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