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
202416.2312.94-3.29
171
1.360.05-1.31
202516.4213.03-3.39
146
1.380.05-1.32
202616.6313.14-3.48
122
1.390.06-1.33
202716.7913.16-3.63
98
1.410.07-1.34
202816.9813.20-3.78
75
1.420.07-1.35
202917.1613.23-3.92
51
1.440.07-1.37
203017.3213.26-4.06
28
1.450.07-1.38
203117.4713.29-4.18
5
1.460.08-1.39
203217.6213.32-4.30
----
1.470.08-1.40
203317.7513.33-4.43
----
1.490.08-1.41
203417.8813.34-4.54
----
1.500.08-1.42
203517.9813.35-4.63
----
1.510.08-1.42
203618.0713.36-4.71
----
1.510.08-1.43
203718.1613.36-4.79
----
1.520.08-1.44
203818.2213.37-4.85
----
1.530.08-1.44
203918.2813.38-4.90
----
1.530.08-1.45
204018.3213.38-4.94
----
1.540.08-1.45
204118.3413.38-4.96
----
1.540.08-1.45
204218.3613.39-4.97
----
1.540.08-1.46
204318.3713.39-4.98
----
1.540.08-1.46
204418.3913.39-5.00
----
1.540.08-1.46
204518.4113.39-5.02
----
1.550.08-1.46
204618.4313.40-5.03
----
1.550.09-1.46
204718.4513.40-5.06
----
1.550.09-1.46
204818.4813.40-5.08
----
1.550.09-1.47
204918.5113.40-5.11
----
1.560.09-1.47
205018.5513.41-5.14
----
1.560.09-1.47
205118.5813.41-5.17
----
1.560.09-1.48
205218.6313.41-5.21
----
1.570.09-1.48
205318.6813.42-5.26
----
1.570.09-1.48
205418.7413.42-5.32
----
1.580.09-1.49
205518.8113.43-5.38
----
1.580.09-1.49
205618.8913.44-5.46
----
1.590.09-1.50
205718.9713.44-5.53
----
1.600.09-1.51
205819.0613.45-5.61
----
1.600.09-1.51
205919.1513.46-5.69
----
1.610.09-1.52
206019.2313.46-5.77
----
1.620.09-1.53
206119.3113.47-5.84
----
1.620.09-1.53
206219.3913.48-5.91
----
1.630.09-1.54
206319.4613.48-5.98
----
1.640.09-1.54
206419.5313.49-6.04
----
1.640.09-1.55
206519.5913.49-6.10
----
1.650.09-1.55
206619.6613.50-6.16
----
1.650.09-1.56
206719.7213.50-6.21
----
1.660.09-1.56
206819.7813.51-6.27
----
1.660.09-1.57
206919.8413.51-6.33
----
1.670.10-1.57
207019.9013.52-6.38
----
1.670.10-1.58
207119.9613.52-6.44
----
1.680.10-1.58
207220.0213.53-6.49
----
1.680.10-1.59
207320.0713.53-6.54
----
1.690.10-1.59
207420.1213.54-6.58
----
1.690.10-1.59
207520.1613.54-6.62
----
1.690.10-1.60
207620.1813.54-6.64
----
1.700.10-1.60
207720.2013.54-6.65
----
1.700.10-1.60
207820.2013.55-6.65
----
1.700.10-1.60
207920.1913.55-6.64
----
1.700.10-1.60
208020.1613.54-6.62
----
1.690.10-1.60
208120.1213.54-6.58
----
1.690.10-1.59
208220.0813.54-6.54
----
1.690.10-1.59
208320.0313.54-6.49
----
1.680.10-1.59
208419.9713.53-6.43
----
1.680.10-1.58
208519.9013.53-6.37
----
1.670.10-1.58
208619.8313.53-6.30
----
1.670.10-1.57
208719.7513.52-6.23
----
1.660.10-1.56
208819.6713.52-6.16
----
1.650.10-1.56
208919.6013.51-6.09
----
1.650.10-1.55
209019.5413.51-6.03
----
1.640.09-1.55
209119.4813.50-5.98
----
1.640.09-1.55
209219.4413.50-5.94
----
1.640.09-1.54
209319.4113.50-5.91
----
1.630.09-1.54
209419.3913.50-5.89
----
1.630.09-1.54
209519.3813.50-5.88
----
1.630.09-1.54
209619.3813.50-5.88
----
1.630.09-1.54
209719.3913.50-5.89
----
1.630.09-1.54
209819.4113.50-5.91
----
1.630.09-1.54

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 18.96% 13.86% -5.09% 2031 1.57% 0.09% -1.49%

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