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
-0.00-0.000.00
202715.4813.08-2.39
131
-0.00-0.000.00
202815.5813.11-2.47
113
-0.00-0.000.00
202915.6813.14-2.55
95
-0.01-0.000.01
203015.7813.16-2.63
78
-0.01-0.000.01
203115.8913.18-2.71
61
-0.02-0.000.02
203215.9713.20-2.77
43
-0.04-0.000.03
203316.0213.24-2.78
26
-0.05-0.000.05
203416.0813.26-2.82
9
-0.07-0.000.06
203516.1413.27-2.87

-0.09-0.010.08
203616.2113.28-2.93

-0.11-0.010.11
203716.2813.29-2.99

-0.14-0.010.13
203816.3213.29-3.03

-0.17-0.010.16
203916.3613.30-3.06

-0.19-0.010.18
204016.3813.30-3.08

-0.22-0.010.21
204116.4013.30-3.09

-0.25-0.020.23
204216.4013.31-3.09

-0.28-0.020.26
204316.4013.31-3.10

-0.30-0.020.29
204416.4113.31-3.10

-0.33-0.020.31
204516.4213.31-3.10

-0.36-0.020.33
204616.4213.32-3.10

-0.38-0.020.36
204716.4313.32-3.11

-0.41-0.030.38
204816.4413.32-3.12

-0.43-0.030.41
204916.4713.32-3.14

-0.46-0.030.43
205016.4913.33-3.16

-0.48-0.030.45
205116.5213.33-3.19

-0.50-0.030.47
205216.5513.33-3.22

-0.53-0.030.49
205316.6013.34-3.26

-0.55-0.030.51
205416.6513.34-3.31

-0.57-0.040.53
205516.7113.35-3.36

-0.59-0.040.55
205616.7813.35-3.42

-0.61-0.040.57
205716.8513.36-3.49

-0.62-0.040.58
205816.9313.37-3.56

-0.64-0.040.60
205917.0113.37-3.63

-0.65-0.040.61
206017.0813.38-3.70

-0.67-0.040.62
206117.1413.39-3.76

-0.68-0.040.63
206217.2113.39-3.81

-0.69-0.040.64
206317.2713.40-3.87

-0.69-0.040.65
206417.3313.40-3.93

-0.70-0.040.65
206517.3913.41-3.99

-0.71-0.050.66
206617.4613.41-4.04

-0.71-0.050.66
206717.5213.42-4.10

-0.71-0.050.67
206817.5913.43-4.16

-0.72-0.050.67
206917.6613.43-4.23

-0.72-0.050.68
207017.7313.44-4.29

-0.73-0.050.68
207117.8013.44-4.36

-0.73-0.050.68
207217.8713.45-4.42

-0.73-0.050.68
207317.9413.45-4.48

-0.73-0.050.69
207418.0013.46-4.54

-0.74-0.050.69
207518.0613.46-4.60

-0.74-0.050.69
207618.1113.47-4.64

-0.74-0.050.69
207718.1513.47-4.68

-0.74-0.050.70
207818.1813.48-4.71

-0.74-0.050.70
207918.2013.48-4.72

-0.74-0.050.70
208018.2113.48-4.73

-0.74-0.050.70
208118.2113.48-4.73

-0.74-0.050.70
208218.2113.48-4.73

-0.74-0.050.70
208318.1913.48-4.71

-0.74-0.050.69
208418.1713.48-4.69

-0.74-0.050.69
208518.1313.48-4.65

-0.74-0.050.69
208618.0913.48-4.61

-0.74-0.050.69
208718.0313.47-4.56

-0.73-0.050.69
208817.9713.47-4.50

-0.73-0.050.68
208917.9213.47-4.45

-0.73-0.050.68
209017.8513.46-4.39

-0.72-0.050.68
209117.8013.46-4.34

-0.72-0.050.67
209217.7513.46-4.29

-0.72-0.050.67
209317.7113.45-4.25

-0.71-0.050.67
209417.6713.45-4.22

-0.71-0.050.67
209517.6513.45-4.20

-0.71-0.050.66
209617.6313.45-4.18

-0.71-0.050.66
209717.6213.45-4.17

-0.71-0.050.66
209817.6213.45-4.17

-0.71-0.050.66
209917.6313.45-4.18

-0.71-0.050.66
210017.6413.45-4.19

-0.71-0.050.66

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 17.12% 13.76% -3.37% 2034 -0.49% -0.03% 0.46%

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