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
202615.4013.04-2.36
148
0.120.01-0.11
202715.6013.09-2.51
129
0.120.01-0.11
202815.7113.12-2.59
111
0.120.01-0.12
202915.8213.14-2.68
93
0.130.01-0.12
203015.9313.16-2.77
74
0.130.01-0.13
203116.0513.19-2.86
56
0.140.01-0.13
203216.1413.21-2.93
39
0.140.01-0.13
203316.2313.25-2.97
21
0.150.01-0.15
203416.3013.27-3.02
3
0.150.01-0.14
203516.3813.28-3.10

0.150.01-0.15
203616.4813.29-3.19

0.160.01-0.15
203716.5713.30-3.27

0.160.01-0.15
203816.6513.31-3.34

0.160.01-0.15
203916.7213.32-3.40

0.170.01-0.16
204016.7713.33-3.45

0.170.01-0.16
204116.8213.33-3.49

0.170.01-0.16
204216.8513.33-3.52

0.180.01-0.17
204316.8913.34-3.55

0.180.01-0.17
204416.9213.34-3.58

0.180.01-0.17
204516.9613.35-3.61

0.180.01-0.17
204616.9913.35-3.64

0.180.01-0.17
204717.0213.35-3.67

0.180.01-0.17
204817.0613.36-3.71

0.190.01-0.18
204917.1113.36-3.75

0.190.01-0.18
205017.1613.37-3.79

0.190.01-0.18
205117.2113.37-3.84

0.190.01-0.18
205217.2713.38-3.89

0.190.01-0.18
205317.3413.38-3.95

0.190.01-0.18
205417.4113.39-4.02

0.190.01-0.18
205517.4913.40-4.09

0.190.01-0.18
205617.5813.40-4.17

0.190.01-0.18
205717.6713.41-4.26

0.190.01-0.18
205817.7613.42-4.34

0.190.01-0.18
205917.8513.43-4.42

0.190.01-0.18
206017.9313.43-4.50

0.190.01-0.18
206118.0113.44-4.57

0.190.01-0.18
206218.0913.45-4.64

0.190.01-0.18
206318.1613.45-4.71

0.200.01-0.18
206418.2313.46-4.77

0.200.01-0.19
206518.3013.47-4.83

0.200.01-0.19
206618.3713.47-4.90

0.200.01-0.19
206718.4413.48-4.97

0.210.01-0.19
206818.5213.48-5.03

0.210.01-0.20
206918.5913.49-5.10

0.210.01-0.20
207018.6713.50-5.17

0.220.01-0.20
207118.7513.50-5.24

0.220.01-0.20
207218.8213.51-5.31

0.220.01-0.21
207318.9013.52-5.38

0.230.01-0.21
207418.9713.52-5.45

0.230.01-0.21
207519.0313.53-5.51

0.230.01-0.22
207619.0913.53-5.55

0.230.01-0.22
207719.1313.54-5.59

0.240.01-0.22
207819.1613.54-5.63

0.240.01-0.22
207919.1913.54-5.64

0.240.02-0.22
208019.2013.54-5.65

0.240.02-0.23
208119.2013.54-5.66

0.240.02-0.23
208219.1913.54-5.65

0.240.02-0.23
208319.1813.54-5.63

0.240.02-0.23
208419.1513.54-5.61

0.240.02-0.23
208519.1213.54-5.57

0.250.02-0.23
208619.0713.54-5.53

0.250.02-0.23
208719.0113.54-5.48

0.250.02-0.23
208818.9513.53-5.42

0.250.02-0.23
208918.8913.53-5.36

0.250.02-0.23
209018.8313.52-5.30

0.250.02-0.24
209118.7713.52-5.25

0.250.02-0.24
209218.7213.52-5.20

0.250.02-0.24
209318.6713.52-5.16

0.250.02-0.24
209418.6413.51-5.13

0.250.02-0.24
209518.6113.51-5.10

0.250.02-0.24
209618.6013.51-5.09

0.250.02-0.24
209718.5813.51-5.07

0.250.02-0.24
209818.5813.51-5.07

0.250.02-0.24
209918.5913.51-5.08

0.250.02-0.24
210018.6113.51-5.09

0.250.02-0.24

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 17.81% 13.80% -4.01% 2034 0.20% 0.01% -0.18%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2025 Trustees Report.