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
202615.3513.04-2.32
149
0.070.00-0.06
202715.5513.09-2.46
130
0.070.00-0.07
202815.6613.11-2.55
112
0.070.00-0.07
202915.7713.14-2.63
94
0.080.00-0.07
203015.8813.16-2.71
76
0.080.00-0.07
203115.9913.19-2.81
58
0.080.00-0.08
203216.0913.21-2.88
40
0.090.00-0.08
203316.1613.25-2.91
23
0.090.01-0.09
203416.2413.27-2.97
5
0.100.01-0.09
203516.3313.28-3.05

0.100.01-0.09
203616.4313.29-3.14

0.100.01-0.10
203716.5213.30-3.22

0.110.01-0.10
203816.6013.31-3.29

0.110.01-0.10
203916.6713.32-3.35

0.110.01-0.11
204016.7213.32-3.40

0.120.01-0.11
204116.7713.33-3.44

0.120.01-0.11
204216.8013.33-3.47

0.120.01-0.12
204316.8413.34-3.50

0.130.01-0.12
204416.8713.34-3.53

0.130.01-0.12
204516.9113.34-3.57

0.130.01-0.13
204616.9413.35-3.59

0.140.01-0.13
204716.9813.35-3.63

0.140.01-0.13
204817.0213.36-3.66

0.140.01-0.13
204917.0713.36-3.71

0.140.01-0.14
205017.1213.37-3.75

0.140.01-0.14
205117.1613.37-3.79

0.140.01-0.14
205217.2213.38-3.85

0.140.01-0.13
205317.2913.38-3.91

0.140.01-0.13
205417.3613.39-3.97

0.140.01-0.13
205517.4413.39-4.05

0.140.01-0.14
205617.5313.40-4.13

0.150.01-0.14
205717.6213.41-4.21

0.140.01-0.14
205817.7113.42-4.30

0.140.01-0.13
205917.8013.42-4.38

0.140.01-0.13
206017.8813.43-4.45

0.140.01-0.13
206117.9613.44-4.52

0.140.01-0.13
206218.0313.45-4.59

0.140.01-0.13
206318.1113.45-4.65

0.140.01-0.13
206418.1713.46-4.72

0.140.01-0.13
206518.2413.46-4.78

0.150.01-0.14
206618.3213.47-4.85

0.150.01-0.14
206718.3913.48-4.91

0.150.01-0.14
206818.4613.48-4.98

0.150.01-0.14
206918.5313.49-5.05

0.150.01-0.14
207018.6113.49-5.12

0.160.01-0.15
207118.6913.50-5.19

0.160.01-0.15
207218.7613.51-5.25

0.160.01-0.15
207318.8313.51-5.32

0.160.01-0.15
207418.9113.52-5.39

0.170.01-0.15
207518.9713.52-5.45

0.170.01-0.16
207619.0213.53-5.49

0.170.01-0.16
207719.0713.53-5.54

0.170.01-0.16
207819.1013.54-5.57

0.180.01-0.16
207919.1213.54-5.59

0.180.01-0.17
208019.1313.54-5.60

0.180.01-0.17
208119.1413.54-5.60

0.180.01-0.17
208219.1313.54-5.59

0.180.01-0.17
208319.1113.54-5.57

0.180.01-0.17
208419.0913.54-5.55

0.180.01-0.17
208519.0513.54-5.51

0.180.01-0.17
208619.0013.54-5.47

0.180.01-0.17
208718.9513.53-5.42

0.180.01-0.17
208818.8913.53-5.36

0.190.01-0.17
208918.8313.53-5.30

0.190.01-0.17
209018.7613.52-5.24

0.190.01-0.17
209118.7113.52-5.19

0.190.01-0.18
209218.6613.51-5.14

0.190.01-0.18
209318.6113.51-5.10

0.190.01-0.18
209418.5813.51-5.07

0.190.01-0.18
209518.5513.51-5.04

0.190.01-0.18
209618.5313.51-5.03

0.190.01-0.18
209718.5213.51-5.02

0.190.01-0.18
209818.5213.51-5.01

0.190.01-0.18
209918.5313.51-5.02

0.190.01-0.18
210018.5513.51-5.04

0.190.01-0.18

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 17.75% 13.80% -3.96% 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 2025 Trustees Report.