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
202615.2913.03-2.25
149
0.000.000.00
202715.4813.08-2.39
131
0.000.000.00
202815.8013.12-2.68
111
0.210.01-0.20
202915.9113.15-2.76
93
0.220.01-0.21
203016.0213.17-2.85
74
0.220.01-0.21
203116.1413.20-2.95
56
0.230.01-0.22
203216.2413.22-3.02
37
0.230.01-0.22
203316.3213.26-3.06
19
0.250.01-0.24
203416.3913.28-3.11
1
0.250.01-0.23
203516.4813.29-3.19

0.250.01-0.24
203616.5813.30-3.28

0.260.01-0.24
203716.6713.31-3.36

0.260.02-0.24
203816.7513.32-3.43

0.260.02-0.25
203916.8213.33-3.50

0.270.02-0.25
204016.8713.33-3.54

0.270.02-0.26
204116.9213.34-3.58

0.270.02-0.26
204216.9513.34-3.61

0.280.02-0.26
204316.9913.34-3.64

0.280.02-0.26
204417.0313.35-3.68

0.280.02-0.27
204517.0613.35-3.71

0.290.02-0.27
204617.0913.36-3.73

0.290.02-0.27
204717.1313.36-3.77

0.290.02-0.27
204817.1713.36-3.80

0.290.02-0.27
204917.2113.37-3.84

0.290.02-0.27
205017.2613.37-3.89

0.290.02-0.27
205117.3113.38-3.93

0.290.02-0.27
205217.3713.38-3.99

0.290.02-0.27
205317.4413.39-4.05

0.290.02-0.27
205417.5113.40-4.11

0.290.02-0.27
205517.5913.40-4.19

0.290.02-0.27
205617.6813.41-4.27

0.290.02-0.27
205717.7713.42-4.35

0.290.02-0.27
205817.8613.43-4.44

0.290.02-0.28
205917.9613.43-4.52

0.290.02-0.28
206018.0413.44-4.60

0.300.02-0.28
206118.1213.45-4.67

0.300.02-0.28
206218.2013.45-4.74

0.300.02-0.29
206318.2713.46-4.81

0.310.02-0.29
206418.3413.47-4.87

0.310.02-0.29
206518.4113.47-4.94

0.310.02-0.29
206618.4913.48-5.01

0.320.02-0.30
206718.5613.49-5.07

0.320.02-0.30
206818.6313.49-5.14

0.330.02-0.31
206918.7113.50-5.21

0.330.02-0.31
207018.7913.50-5.29

0.330.02-0.31
207118.8713.51-5.36

0.340.02-0.32
207218.9413.52-5.43

0.340.02-0.32
207319.0213.52-5.49

0.350.02-0.32
207419.0913.53-5.56

0.350.02-0.33
207519.1513.53-5.62

0.350.02-0.33
207619.2013.54-5.66

0.350.02-0.33
207719.2513.54-5.71

0.350.02-0.33
207819.2813.55-5.74

0.360.02-0.33
207919.3013.55-5.75

0.360.02-0.34
208019.3113.55-5.76

0.360.02-0.34
208119.3213.55-5.77

0.360.02-0.34
208219.3113.55-5.76

0.360.02-0.34
208319.3013.55-5.75

0.360.02-0.34
208419.2713.55-5.72

0.360.02-0.34
208519.2413.55-5.69

0.370.02-0.34
208619.1913.55-5.64

0.370.02-0.34
208719.1313.54-5.59

0.370.02-0.35
208819.0713.54-5.53

0.370.02-0.35
208919.0113.54-5.48

0.370.02-0.35
209018.9513.53-5.42

0.370.02-0.35
209118.8913.53-5.36

0.370.02-0.35
209218.8413.53-5.31

0.370.02-0.35
209318.7913.52-5.27

0.370.02-0.35
209418.7613.52-5.24

0.370.02-0.35
209518.7313.52-5.21

0.370.02-0.35
209618.7113.52-5.19

0.370.02-0.35
209718.7013.52-5.18

0.370.02-0.35
209818.7013.52-5.18

0.370.02-0.35
209918.7013.52-5.19

0.370.02-0.34
210018.7213.52-5.20

0.370.02-0.34

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 17.91% 13.80% -4.10% 2034 0.30% 0.02% -0.28%

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