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
-0.00-0.000.00
203316.2613.25-3.01
25
-0.01-0.000.01
203416.3713.26-3.11
7
-0.01-0.000.01
203516.4613.27-3.20
----
-0.02-0.000.02
203616.5313.27-3.26
----
-0.02-0.000.02
203716.6013.28-3.32
----
-0.04-0.000.03
203816.6513.29-3.36
----
-0.05-0.000.05
203916.6813.29-3.39
----
-0.07-0.000.06
204016.6913.29-3.40
----
-0.09-0.000.08
204116.6913.29-3.40
----
-0.11-0.010.11
204216.6813.29-3.38
----
-0.14-0.010.13
204316.6613.29-3.37
----
-0.17-0.010.16
204416.6413.29-3.35
----
-0.20-0.010.19
204516.6213.29-3.33
----
-0.24-0.010.23
204616.6013.29-3.31
----
-0.28-0.020.26
204716.5813.29-3.29
----
-0.32-0.020.30
204816.5613.29-3.27
----
-0.37-0.020.35
204916.5413.29-3.25
----
-0.42-0.020.39
205016.5213.29-3.23
----
-0.47-0.030.44
205116.5013.29-3.20
----
-0.52-0.030.49
205216.4813.30-3.19
----
-0.58-0.030.54
205316.4713.30-3.18
----
-0.64-0.040.60
205416.4713.30-3.17
----
-0.70-0.040.66
205516.4713.30-3.17
----
-0.76-0.040.72
205616.4713.30-3.17
----
-0.83-0.050.78
205716.4813.30-3.18
----
-0.90-0.050.85
205816.4913.30-3.18
----
-0.97-0.060.92
205916.5013.31-3.19
----
-1.04-0.060.98
206016.5013.31-3.19
----
-1.12-0.071.05
206116.5013.31-3.19
----
-1.19-0.071.12
206216.4913.31-3.18
----
-1.27-0.071.19
206316.4913.31-3.17
----
-1.34-0.081.26
206416.4713.31-3.16
----
-1.41-0.081.33
206516.4613.31-3.14
----
-1.49-0.091.40
206616.4413.31-3.13
----
-1.56-0.091.47
206716.4313.31-3.11
----
-1.63-0.101.54
206816.4113.31-3.10
----
-1.71-0.101.61
206916.4013.31-3.08
----
-1.78-0.111.67
207016.3813.31-3.07
----
-1.85-0.111.74
207116.3713.31-3.06
----
-1.91-0.111.80
207216.3613.31-3.04
----
-1.98-0.121.86
207316.3513.31-3.03
----
-2.04-0.121.91
207416.3313.31-3.02
----
-2.09-0.131.97
207516.3213.31-3.00
----
-2.15-0.132.02
207616.2913.31-2.98
----
-2.20-0.132.06
207716.2613.31-2.95
----
-2.24-0.142.11
207816.2213.31-2.91
----
-2.28-0.142.14
207916.1713.31-2.87
----
-2.32-0.142.18
208016.1213.30-2.81
----
-2.35-0.142.21
208116.0613.30-2.76
----
-2.38-0.142.23
208215.9913.30-2.70
----
-2.40-0.152.25
208315.9313.29-2.63
----
-2.42-0.152.27
208415.8513.29-2.56
----
-2.44-0.152.29
208515.7813.29-2.49
----
-2.45-0.152.30
208615.7013.28-2.42
----
-2.46-0.152.31
208715.6213.28-2.35
----
-2.46-0.152.32
208815.5513.27-2.28
----
-2.47-0.152.32
208915.4813.27-2.21
----
-2.47-0.152.32
209015.4213.26-2.15
----
-2.48-0.152.33
209115.3613.26-2.10
----
-2.48-0.152.33
209215.3213.26-2.06
----
-2.48-0.152.33
209315.2913.25-2.03
----
-2.48-0.152.33
209415.2713.25-2.01
----
-2.49-0.152.34
209515.2513.25-2.00
----
-2.49-0.152.34
209615.2513.25-2.00
----
-2.50-0.152.34
209715.2513.25-2.00
----
-2.50-0.152.35
209815.2613.25-2.01
----
-2.51-0.152.35

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 16.31% 13.71% -2.59% 2034 -1.07% -0.06% 1.01%

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