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
0.000.00-0.00
203116.0013.21-2.79
60
0.000.00-0.00
203216.1513.24-2.91
43
0.000.00-0.00
203316.2713.25-3.03
25
0.010.00-0.01
203416.3913.26-3.13
7
0.010.00-0.01
203516.4913.27-3.23
----
0.020.00-0.02
203616.5813.28-3.30
----
0.020.00-0.02
203716.6713.28-3.39
----
0.030.00-0.03
203816.7413.29-3.45
----
0.040.00-0.04
203916.8113.30-3.51
----
0.060.00-0.06
204016.8613.30-3.56
----
0.070.00-0.07
204116.9013.30-3.59
----
0.090.00-0.09
204216.9313.31-3.62
----
0.110.01-0.11
204316.9613.31-3.65
----
0.130.01-0.13
204417.0013.31-3.69
----
0.160.01-0.15
204517.0413.32-3.73
----
0.180.01-0.17
204617.0913.32-3.77
----
0.210.01-0.20
204717.1413.32-3.82
----
0.240.01-0.23
204817.1913.33-3.86
----
0.270.01-0.25
204917.2513.33-3.92
----
0.290.01-0.28
205017.3113.34-3.97
----
0.320.02-0.31
205117.3713.34-4.03
----
0.350.02-0.33
205217.4413.35-4.09
----
0.380.02-0.36
205317.5213.35-4.16
----
0.410.02-0.39
205417.6013.36-4.24
----
0.430.02-0.41
205517.6913.37-4.33
----
0.460.02-0.44
205617.7913.37-4.42
----
0.490.03-0.46
205717.8913.38-4.51
----
0.510.03-0.48
205817.9913.39-4.60
----
0.530.03-0.51
205918.1013.40-4.70
----
0.560.03-0.53
206018.2013.41-4.79
----
0.580.03-0.55
206118.2913.41-4.88
----
0.600.03-0.56
206218.3813.42-4.96
----
0.620.03-0.58
206318.4613.43-5.03
----
0.630.04-0.60
206418.5313.43-5.10
----
0.650.04-0.61
206518.6113.44-5.17
----
0.660.04-0.62
206618.6813.44-5.24
----
0.670.04-0.64
206718.7513.45-5.30
----
0.690.04-0.65
206818.8113.45-5.36
----
0.700.04-0.66
206918.8813.46-5.42
----
0.710.04-0.67
207018.9513.46-5.48
----
0.720.04-0.68
207119.0113.47-5.54
----
0.720.04-0.68
207219.0713.47-5.59
----
0.730.04-0.69
207319.1213.48-5.64
----
0.740.04-0.70
207419.1713.48-5.69
----
0.740.04-0.70
207519.2113.49-5.73
----
0.750.04-0.71
207619.2413.49-5.75
----
0.750.04-0.71
207719.2613.49-5.77
----
0.750.04-0.71
207819.2613.49-5.77
----
0.760.04-0.71
207919.2513.49-5.76
----
0.760.04-0.71
208019.2213.49-5.73
----
0.760.04-0.71
208119.1913.49-5.70
----
0.760.04-0.71
208219.1513.49-5.66
----
0.760.04-0.71
208319.1013.48-5.62
----
0.760.04-0.71
208419.0413.48-5.56
----
0.750.04-0.71
208518.9813.48-5.50
----
0.750.04-0.71
208618.9113.47-5.44
----
0.750.04-0.71
208718.8413.47-5.37
----
0.750.04-0.70
208818.7613.46-5.30
----
0.750.04-0.70
208918.7013.46-5.24
----
0.740.04-0.70
209018.6313.46-5.18
----
0.740.04-0.70
209118.5813.45-5.13
----
0.740.04-0.70
209218.5413.45-5.09
----
0.740.04-0.69
209318.5113.45-5.06
----
0.740.04-0.69
209418.4913.45-5.04
----
0.740.04-0.69
209518.4813.45-5.03
----
0.740.04-0.69
209618.4813.45-5.03
----
0.740.04-0.69
209718.4913.45-5.04
----
0.740.04-0.69
209818.5113.45-5.06
----
0.740.04-0.69

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 17.80% 13.80% -4.00% 2034 0.41% 0.02% -0.39%

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