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
202414.9812.89-2.09
186
0.110.00-0.10
202515.1612.98-2.18
166
0.110.00-0.11
202615.3513.09-2.26
147
0.120.01-0.11
202715.5013.10-2.40
128
0.120.01-0.11
202815.6813.14-2.54
110
0.120.01-0.12
202915.8513.17-2.68
92
0.130.01-0.12
203016.0113.19-2.81
74
0.130.01-0.13
203116.1413.22-2.92
55
0.140.01-0.13
203216.2913.25-3.04
37
0.150.01-0.14
203316.4213.26-3.16
19
0.150.01-0.14
203416.5413.27-3.27
----
0.150.01-0.14
203516.6313.28-3.36
----
0.160.01-0.15
203616.7213.28-3.43
----
0.160.01-0.15
203716.8013.29-3.51
----
0.160.01-0.15
203816.8613.30-3.56
----
0.170.01-0.16
203916.9213.30-3.61
----
0.170.01-0.16
204016.9513.31-3.65
----
0.170.01-0.16
204116.9813.31-3.67
----
0.170.01-0.16
204216.9913.31-3.68
----
0.180.01-0.17
204317.0113.31-3.70
----
0.180.01-0.17
204417.0313.32-3.71
----
0.180.01-0.17
204517.0513.32-3.73
----
0.180.01-0.17
204617.0713.32-3.75
----
0.180.01-0.17
204717.0913.32-3.77
----
0.190.01-0.18
204817.1113.33-3.79
----
0.190.01-0.18
204917.1413.33-3.82
----
0.190.01-0.18
205017.1813.33-3.84
----
0.190.01-0.18
205117.2113.34-3.87
----
0.190.01-0.18
205217.2513.34-3.91
----
0.190.01-0.18
205317.3013.34-3.96
----
0.190.01-0.18
205417.3613.35-4.01
----
0.190.01-0.18
205517.4213.35-4.07
----
0.190.01-0.18
205617.5013.36-4.14
----
0.190.01-0.18
205717.5713.37-4.20
----
0.190.01-0.18
205817.6513.37-4.28
----
0.190.01-0.18
205917.7313.38-4.35
----
0.190.01-0.18
206017.8113.39-4.43
----
0.190.01-0.18
206117.8813.39-4.49
----
0.190.01-0.18
206217.9513.40-4.56
----
0.200.01-0.18
206318.0213.40-4.62
----
0.200.01-0.19
206418.0813.41-4.68
----
0.200.01-0.19
206518.1513.41-4.73
----
0.200.01-0.19
206618.2113.42-4.79
----
0.200.01-0.19
206718.2713.42-4.84
----
0.210.01-0.19
206818.3213.43-4.90
----
0.210.01-0.20
206918.3913.43-4.95
----
0.210.01-0.20
207018.4513.44-5.01
----
0.210.01-0.20
207118.5013.44-5.06
----
0.220.01-0.20
207218.5513.44-5.11
----
0.220.01-0.21
207318.6113.45-5.16
----
0.220.01-0.21
207418.6513.45-5.20
----
0.230.01-0.21
207518.6913.46-5.24
----
0.230.01-0.22
207618.7213.46-5.26
----
0.230.01-0.22
207718.7413.46-5.28
----
0.230.01-0.22
207818.7413.46-5.28
----
0.240.01-0.22
207918.7313.46-5.27
----
0.240.01-0.22
208018.7013.46-5.24
----
0.240.01-0.22
208118.6713.46-5.21
----
0.240.01-0.22
208218.6313.46-5.18
----
0.240.01-0.23
208318.5913.46-5.13
----
0.240.01-0.23
208418.5313.45-5.08
----
0.240.01-0.23
208518.4713.45-5.02
----
0.240.01-0.23
208618.4013.44-4.96
----
0.240.01-0.23
208718.3313.44-4.89
----
0.240.01-0.23
208818.2613.44-4.83
----
0.240.01-0.23
208918.2013.43-4.77
----
0.240.01-0.23
209018.1413.43-4.71
----
0.240.01-0.23
209118.0913.42-4.66
----
0.250.01-0.23
209218.0513.42-4.62
----
0.250.02-0.23
209318.0213.42-4.60
----
0.250.02-0.23
209418.0013.42-4.58
----
0.250.02-0.23
209517.9913.42-4.57
----
0.250.02-0.23
209617.9913.42-4.57
----
0.250.02-0.23
209718.0013.42-4.58
----
0.250.01-0.23
209818.0213.42-4.59
----
0.240.01-0.23

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 17.58% 13.79% -3.79% 2033 0.19% 0.01% -0.18%

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