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
202414.8712.91-1.96
187
0.000.020.02
202515.0413.03-2.01
168
-0.000.060.06
202615.2313.17-2.07
150
0.000.090.09
202715.3813.21-2.17
132
0.000.110.11
202815.5513.27-2.29
115
0.000.140.14
202915.7213.32-2.40
98
0.000.160.16
203015.8713.36-2.51
82
0.000.180.18
203116.0113.41-2.60
65
0.000.200.19
203216.1513.45-2.70
48
0.000.210.21
203316.2713.48-2.80
32
0.010.230.22
203416.3913.50-2.89
15
0.010.240.24
203516.4913.52-2.96
----
0.010.260.25
203616.5713.55-3.02
----
0.010.270.26
203716.6513.57-3.08
----
0.010.280.27
203816.7113.58-3.13
----
0.020.300.28
203916.7713.60-3.16
----
0.020.310.29
204016.8013.62-3.19
----
0.020.320.30
204116.8313.63-3.20
----
0.030.330.30
204216.8513.64-3.20
----
0.030.340.31
204316.8613.66-3.21
----
0.030.350.32
204416.8813.67-3.21
----
0.040.360.33
204516.9113.68-3.22
----
0.040.370.33
204616.9313.69-3.24
----
0.050.380.33
204716.9613.71-3.25
----
0.050.400.34
204816.9913.72-3.27
----
0.060.410.35
204917.0213.73-3.29
----
0.070.420.35
205017.0713.75-3.32
----
0.080.430.35
205117.1113.76-3.35
----
0.090.440.35
205217.1613.78-3.38
----
0.100.450.35
205317.2113.79-3.42
----
0.100.460.35
205417.2813.81-3.47
----
0.120.480.36
205517.3613.82-3.54
----
0.130.480.35
205617.4513.83-3.62
----
0.150.480.33
205717.5413.84-3.70
----
0.160.480.32
205817.6313.84-3.79
----
0.170.480.31
205917.7313.85-3.88
----
0.190.480.29
206017.8313.86-3.97
----
0.210.490.28
206117.9213.87-4.05
----
0.230.490.26
206218.0013.87-4.13
----
0.250.490.24
206318.0913.88-4.21
----
0.260.490.23
206418.1713.89-4.28
----
0.280.490.21
206518.2513.89-4.36
----
0.300.490.19
206618.3313.90-4.43
----
0.330.490.17
206718.4113.90-4.50
----
0.350.490.15
206818.4813.91-4.57
----
0.360.500.13
206918.5613.92-4.64
----
0.390.500.11
207018.6413.92-4.72
----
0.410.500.09
207118.7113.93-4.78
----
0.430.500.07
207218.7813.93-4.85
----
0.440.500.06
207318.8413.94-4.91
----
0.460.500.04
207418.9113.94-4.97
----
0.480.500.02
207518.9613.95-5.02
----
0.500.500.01
207619.0013.95-5.05
----
0.520.51-0.01
207719.0313.95-5.08
----
0.530.51-0.02
207819.0513.95-5.09
----
0.550.51-0.04
207919.0513.96-5.10
----
0.560.51-0.05
208019.0413.96-5.08
----
0.570.51-0.06
208119.0213.95-5.06
----
0.580.51-0.07
208218.9913.95-5.03
----
0.590.51-0.08
208318.9513.95-5.00
----
0.600.51-0.09
208418.9013.95-4.95
----
0.610.51-0.10
208518.8513.95-4.90
----
0.620.51-0.11
208618.7913.94-4.84
----
0.630.51-0.11
208718.7213.94-4.78
----
0.630.51-0.12
208818.6613.93-4.72
----
0.640.51-0.12
208918.6013.93-4.67
----
0.640.51-0.13
209018.5413.93-4.61
----
0.650.51-0.13
209118.4913.92-4.57
----
0.650.51-0.14
209218.4513.92-4.53
----
0.650.51-0.14
209318.4313.92-4.51
----
0.660.51-0.14
209418.4213.92-4.50
----
0.660.51-0.15
209518.4113.92-4.49
----
0.670.51-0.15
209618.4113.92-4.49
----
0.670.51-0.15
209718.4213.92-4.50
----
0.670.51-0.16
209818.4413.92-4.52
----
0.670.51-0.16

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 17.63% 14.17% -3.47% 2034 0.25% 0.39% 0.14%

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