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
0.000.00-0.00
202915.7213.16-2.56
96
0.000.00-0.00
203015.8813.19-2.69
78
0.010.00-0.01
203116.0213.21-2.80
60
0.010.00-0.01
203216.1613.24-2.93
43
0.020.00-0.02
203316.3013.25-3.05
25
0.030.00-0.03
203416.4313.26-3.17
6
0.040.00-0.04
203516.5413.27-3.27
----
0.060.00-0.06
203616.6313.28-3.35
----
0.070.00-0.07
203716.7313.29-3.44
----
0.090.00-0.09
203816.8113.29-3.51
----
0.110.01-0.11
203916.8813.30-3.58
----
0.130.01-0.12
204016.9313.30-3.63
----
0.150.01-0.14
204116.9713.31-3.66
----
0.170.01-0.16
204217.0013.31-3.69
----
0.180.01-0.18
204317.0313.31-3.72
----
0.200.01-0.19
204417.0613.32-3.75
----
0.220.01-0.21
204517.1013.32-3.78
----
0.240.01-0.22
204617.1313.32-3.81
----
0.250.01-0.24
204717.1713.33-3.84
----
0.270.01-0.25
204817.2113.33-3.88
----
0.280.01-0.27
204917.2513.33-3.92
----
0.300.02-0.28
205017.3013.34-3.96
----
0.310.02-0.30
205117.3513.34-4.00
----
0.330.02-0.31
205217.4013.35-4.05
----
0.340.02-0.32
205317.4613.35-4.11
----
0.350.02-0.33
205417.5313.36-4.17
----
0.370.02-0.35
205517.6113.36-4.25
----
0.380.02-0.36
205617.6913.37-4.32
----
0.390.02-0.37
205717.7813.38-4.40
----
0.400.02-0.38
205817.8713.38-4.48
----
0.410.02-0.38
205917.9613.39-4.57
----
0.420.02-0.39
206018.0413.40-4.64
----
0.420.02-0.40
206118.1213.40-4.72
----
0.430.02-0.41
206218.2013.41-4.79
----
0.440.02-0.41
206318.2713.42-4.85
----
0.440.02-0.42
206418.3313.42-4.91
----
0.450.03-0.42
206518.4013.43-4.97
----
0.450.03-0.43
206618.4613.43-5.03
----
0.460.03-0.43
206718.5213.44-5.08
----
0.460.03-0.43
206818.5813.44-5.14
----
0.460.03-0.44
206918.6413.45-5.19
----
0.460.03-0.44
207018.7013.45-5.25
----
0.470.03-0.44
207118.7513.45-5.30
----
0.470.03-0.44
207218.8013.46-5.35
----
0.470.03-0.44
207318.8613.46-5.39
----
0.470.03-0.45
207418.9013.47-5.44
----
0.470.03-0.45
207518.9413.47-5.47
----
0.480.03-0.45
207618.9713.47-5.49
----
0.480.03-0.45
207718.9813.47-5.51
----
0.480.03-0.45
207818.9813.48-5.51
----
0.480.03-0.45
207918.9713.47-5.49
----
0.480.03-0.45
208018.9413.47-5.47
----
0.480.03-0.45
208118.9113.47-5.44
----
0.480.03-0.45
208218.8713.47-5.40
----
0.480.03-0.45
208318.8213.47-5.35
----
0.470.03-0.45
208418.7613.46-5.30
----
0.470.03-0.45
208518.7013.46-5.24
----
0.470.03-0.44
208618.6313.46-5.17
----
0.470.03-0.44
208718.5613.45-5.11
----
0.470.03-0.44
208818.4913.45-5.04
----
0.470.03-0.44
208918.4213.44-4.97
----
0.460.03-0.44
209018.3613.44-4.92
----
0.460.03-0.44
209118.3013.44-4.87
----
0.460.03-0.44
209218.2613.43-4.83
----
0.460.03-0.43
209318.2313.43-4.80
----
0.460.03-0.43
209418.2113.43-4.78
----
0.460.03-0.43
209518.2013.43-4.77
----
0.460.03-0.43
209618.2013.43-4.77
----
0.460.03-0.43
209718.2113.43-4.78
----
0.460.03-0.43
209818.2313.43-4.80
----
0.460.03-0.43

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 17.69% 13.79% -3.89% 2034 0.30% 0.02% -0.29%

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