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
202515.0413.85-1.19
168
0.000.880.88
202615.2313.97-1.26
155
-0.000.890.89
202715.3814.00-1.38
142
-0.000.900.90
202815.5514.04-1.51
130
-0.000.910.91
202915.7214.09-1.63
118
-0.000.920.93
203015.8714.12-1.75
105
-0.000.930.94
203116.0014.16-1.84
93
-0.000.950.95
203216.1414.19-1.95
80
-0.000.960.96
203316.2714.22-2.05
67
-0.000.970.97
203416.3814.24-2.14
55
-0.000.980.98
203516.4814.26-2.22
42
-0.000.990.99
203616.5514.27-2.28
29
-0.001.001.00
203716.6314.29-2.34
16
-0.001.011.01
203816.6914.31-2.39
2
-0.001.021.02
203916.7414.33-2.42
----
-0.001.031.04
204016.7814.34-2.43
----
-0.001.051.05
204116.8014.36-2.44
----
-0.001.061.06
204216.8214.38-2.44
----
-0.001.081.08
204316.8314.40-2.43
----
-0.001.091.09
204416.8414.41-2.43
----
-0.001.111.11
204516.8614.43-2.43
----
-0.001.121.12
204616.8814.45-2.43
----
-0.001.141.14
204716.9014.46-2.44
----
-0.001.151.15
204816.9214.48-2.44
----
-0.001.171.17
204916.9514.50-2.46
----
-0.001.181.18
205016.9914.51-2.47
----
-0.001.191.19
205117.0214.53-2.49
----
-0.001.201.21
205217.0614.54-2.51
----
-0.001.221.22
205317.1114.56-2.55
----
-0.001.231.23
205417.1614.58-2.59
----
-0.001.241.24
205517.2314.59-2.63
----
-0.001.251.25
205617.3014.61-2.69
----
-0.001.261.26
205717.3814.62-2.75
----
-0.001.271.27
205817.4614.64-2.82
----
-0.001.281.28
205917.5414.66-2.88
----
-0.001.291.29
206017.6214.67-2.94
----
-0.001.301.30
206117.6914.69-3.00
----
-0.001.311.31
206217.7614.70-3.06
----
-0.001.321.32
206317.8214.72-3.10
----
-0.001.331.33
206417.8814.73-3.15
----
-0.001.341.34
206517.9414.74-3.20
----
-0.001.341.35
206618.0014.76-3.25
----
-0.001.351.35
206718.0614.77-3.29
----
-0.001.361.36
206818.1114.78-3.33
----
-0.001.371.37
206918.1714.80-3.38
----
-0.001.381.38
207018.2314.81-3.42
----
-0.001.391.39
207118.2814.82-3.46
----
-0.001.391.40
207218.3314.83-3.50
----
-0.001.401.40
207318.3814.85-3.54
----
-0.001.411.41
207418.4314.86-3.57
----
-0.001.421.42
207518.4614.87-3.59
----
-0.001.431.43
207618.4914.88-3.61
----
-0.001.431.43
207718.5014.88-3.62
----
-0.001.441.44
207818.5014.89-3.61
----
-0.001.441.44
207918.4914.90-3.59
----
-0.001.451.45
208018.4614.90-3.56
----
-0.001.451.46
208118.4314.90-3.53
----
-0.001.461.46
208218.3914.91-3.48
----
-0.001.471.47
208318.3414.91-3.43
----
-0.001.471.47
208418.2914.91-3.37
----
-0.001.481.48
208518.2314.91-3.31
----
-0.001.481.48
208618.1614.92-3.24
----
-0.001.491.49
208718.0914.92-3.17
----
-0.001.491.49
208818.0214.92-3.10
----
-0.001.501.50
208917.9514.92-3.03
----
-0.001.501.50
209017.8914.92-2.97
----
-0.001.501.51
209117.8414.92-2.92
----
-0.001.511.51
209217.8014.92-2.88
----
-0.001.511.51
209317.7714.92-2.85
----
-0.001.521.52
209417.7514.93-2.83
----
-0.001.521.52
209517.7414.93-2.81
----
-0.001.531.53
209617.7414.93-2.81
----
-0.001.531.53
209717.7514.94-2.81
----
-0.001.531.53
209817.7714.94-2.83
----
-0.001.541.54

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 17.38% 14.98% -2.40% 2038 -0.00% 1.20% 1.20%

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