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
202214.0512.79-1.26
230
0.000.000.00
202314.3713.04-1.33
210
0.060.00-0.06
202414.5112.96-1.55
193
0.060.00-0.06
202514.7212.97-1.75
176
0.060.00-0.06
202614.9513.08-1.87
158
0.070.00-0.06
202715.1713.11-2.07
141
0.070.00-0.07
202815.4013.14-2.25
123
0.070.00-0.07
202915.6013.18-2.42
106
0.070.00-0.07
203015.8013.20-2.59
88
0.080.00-0.07
203115.9913.24-2.75
71
0.080.00-0.08
203216.1513.25-2.90
53
0.090.01-0.08
203316.3013.26-3.04
35
0.090.01-0.09
203416.4213.27-3.15
17
0.100.01-0.09
203516.5213.28-3.24
----
0.100.01-0.09
203616.6013.29-3.31
----
0.100.01-0.10
203716.6813.29-3.39
----
0.110.01-0.10
203816.7513.30-3.45
----
0.110.01-0.10
203916.8013.30-3.50
----
0.110.01-0.11
204016.8313.31-3.53
----
0.120.01-0.11
204116.8613.31-3.55
----
0.120.01-0.11
204216.8913.31-3.58
----
0.120.01-0.12
204316.9113.31-3.60
----
0.130.01-0.12
204416.9313.31-3.62
----
0.130.01-0.12
204516.9613.32-3.64
----
0.130.01-0.13
204616.9813.32-3.66
----
0.140.01-0.13
204717.0013.32-3.68
----
0.140.01-0.13
204817.0313.32-3.71
----
0.140.01-0.13
204917.0613.33-3.73
----
0.140.01-0.13
205017.0913.33-3.76
----
0.140.01-0.13
205117.1213.33-3.79
----
0.140.01-0.13
205217.1513.33-3.82
----
0.140.01-0.13
205317.2013.34-3.86
----
0.140.01-0.13
205417.2413.34-3.90
----
0.140.01-0.13
205517.2913.34-3.95
----
0.140.01-0.13
205617.3513.35-4.00
----
0.140.01-0.13
205717.4013.35-4.05
----
0.140.01-0.13
205817.4613.36-4.11
----
0.140.01-0.13
205917.5313.36-4.16
----
0.140.01-0.13
206017.5913.37-4.22
----
0.140.01-0.13
206117.6513.37-4.28
----
0.140.01-0.13
206217.7113.38-4.33
----
0.140.01-0.13
206317.7713.38-4.38
----
0.140.01-0.13
206417.8213.39-4.43
----
0.140.01-0.13
206517.8713.39-4.48
----
0.140.01-0.13
206617.9313.40-4.53
----
0.140.01-0.13
206717.9813.40-4.58
----
0.150.01-0.14
206818.0313.40-4.63
----
0.150.01-0.14
206918.0913.41-4.69
----
0.150.01-0.14
207018.1513.41-4.74
----
0.150.01-0.14
207118.2113.42-4.79
----
0.150.01-0.14
207218.2613.42-4.84
----
0.150.01-0.14
207318.3213.42-4.89
----
0.160.01-0.15
207418.3713.43-4.94
----
0.160.01-0.15
207518.4213.43-4.98
----
0.160.01-0.15
207618.4513.44-5.02
----
0.160.01-0.15
207718.4813.44-5.04
----
0.170.01-0.16
207818.4913.44-5.05
----
0.170.01-0.16
207918.4913.44-5.05
----
0.170.01-0.16
208018.4713.44-5.03
----
0.170.01-0.16
208118.4513.44-5.01
----
0.170.01-0.16
208218.4213.44-4.98
----
0.170.01-0.16
208318.3813.43-4.94
----
0.170.01-0.16
208418.3313.43-4.90
----
0.170.01-0.16
208518.2813.43-4.85
----
0.170.01-0.16
208618.2213.43-4.80
----
0.170.01-0.16
208718.1613.42-4.74
----
0.180.01-0.16
208818.0913.42-4.67
----
0.180.01-0.16
208918.0313.41-4.62
----
0.180.01-0.17
209017.9713.41-4.56
----
0.180.01-0.17
209117.9213.41-4.51
----
0.180.01-0.17
209217.8813.40-4.48
----
0.180.01-0.17
209317.8513.40-4.45
----
0.180.01-0.17
209417.8313.40-4.43
----
0.180.01-0.17
209517.8213.40-4.42
----
0.180.01-0.17
209617.8213.40-4.42
----
0.180.01-0.17
209717.8313.40-4.43
----
0.180.01-0.17

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
2022-2096 17.33% 13.79% -3.55% 2034 0.13% 0.01% -0.12%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.