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
-0.00-0.000.00
203116.0013.21-2.79
61
-0.00-0.000.00
203216.1413.24-2.90
43
-0.01-0.000.01
203316.2613.25-3.01
25
-0.01-0.000.01
203416.3613.26-3.10
7
-0.02-0.000.02
203516.4413.27-3.18
----
-0.03-0.000.03
203616.5013.27-3.23
----
-0.05-0.000.05
203716.5613.28-3.28
----
-0.07-0.000.07
203816.5913.28-3.31
----
-0.10-0.000.10
203916.6113.29-3.32
----
-0.14-0.010.13
204016.6113.29-3.32
----
-0.18-0.010.17
204116.5913.29-3.30
----
-0.22-0.010.21
204216.5513.29-3.26
----
-0.27-0.010.25
204316.5113.29-3.23
----
-0.32-0.020.30
204416.4713.29-3.18
----
-0.38-0.020.36
204516.4313.28-3.14
----
-0.44-0.020.41
204616.3813.28-3.10
----
-0.50-0.030.48
204716.3313.28-3.05
----
-0.57-0.030.54
204816.2813.28-3.00
----
-0.64-0.040.61
204916.2313.28-2.96
----
-0.72-0.040.68
205016.1913.28-2.91
----
-0.80-0.040.76
205116.1413.27-2.86
----
-0.88-0.050.83
205216.0913.27-2.82
----
-0.97-0.050.91
205316.0513.27-2.78
----
-1.06-0.061.00
205416.0213.27-2.75
----
-1.15-0.071.08
205515.9913.27-2.72
----
-1.24-0.071.17
205615.9713.27-2.70
----
-1.33-0.081.26
205715.9513.27-2.68
----
-1.43-0.081.35
205815.9313.27-2.66
----
-1.53-0.091.44
205915.9213.27-2.64
----
-1.62-0.091.53
206015.9013.27-2.62
----
-1.72-0.101.62
206115.8713.27-2.60
----
-1.82-0.111.71
206215.8513.27-2.57
----
-1.91-0.111.80
206315.8213.27-2.55
----
-2.01-0.121.89
206415.7913.27-2.51
----
-2.10-0.121.98
206515.7513.27-2.48
----
-2.19-0.132.06
206615.7213.27-2.45
----
-2.28-0.132.15
206715.6913.27-2.42
----
-2.37-0.142.23
206815.6513.27-2.38
----
-2.46-0.152.32
206915.6213.27-2.35
----
-2.55-0.152.40
207015.5913.27-2.32
----
-2.64-0.162.48
207115.5513.27-2.29
----
-2.73-0.162.57
207215.5213.26-2.25
----
-2.82-0.172.65
207315.4813.26-2.22
----
-2.90-0.172.73
207415.4413.26-2.18
----
-2.99-0.182.81
207515.3913.26-2.13
----
-3.07-0.182.89
207615.3313.26-2.08
----
-3.16-0.192.97
207715.2713.25-2.01
----
-3.24-0.193.04
207815.1913.25-1.94
----
-3.31-0.203.11
207915.1113.24-1.86
----
-3.38-0.203.18
208015.0113.24-1.77
----
-3.45-0.213.24
208114.9213.23-1.68
----
-3.52-0.213.31
208214.8113.23-1.58
----
-3.58-0.223.37
208314.7013.22-1.48
----
-3.64-0.223.42
208414.5913.21-1.37
----
-3.70-0.223.48
208514.4713.21-1.26
----
-3.76-0.233.53
208614.3513.20-1.15
----
-3.81-0.233.58
208714.2313.19-1.03
----
-3.86-0.233.63
208814.1013.19-0.92
----
-3.92-0.243.68
208913.9913.18-0.81
----
-3.97-0.243.73
209013.8813.17-0.70
----
-4.02-0.243.78
209113.7713.16-0.61
----
-4.07-0.243.83
209213.6813.16-0.52
----
-4.12-0.253.88
209313.5913.15-0.44
----
-4.18-0.253.93
209413.5113.15-0.36
----
-4.24-0.263.99
209513.4413.14-0.30
----
-4.30-0.264.04
209613.3813.14-0.24
----
-4.37-0.264.10
209713.3213.14-0.18
----
-4.43-0.274.16
209813.2713.14-0.14
----
-4.50-0.274.23

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 15.71% 13.68% -2.03% 2034 -1.67% -0.10% 1.58%

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