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
202214.0512.79-1.26
230
0.000.000.00
202314.3113.04-1.27
211
0.000.000.00
202414.4512.95-1.49
194
0.000.000.00
202514.6612.97-1.69
177
0.000.000.00
202614.8513.08-1.77
160
-0.03-0.000.03
202715.0313.10-1.94
144
-0.07-0.000.07
202815.2213.13-2.09
127
-0.11-0.010.10
202915.3913.17-2.22
111
-0.14-0.010.13
203015.5413.19-2.35
95
-0.18-0.010.17
203115.6913.22-2.47
78
-0.21-0.010.20
203215.8213.23-2.59
62
-0.25-0.010.23
203315.9213.24-2.68
46
-0.28-0.020.27
203416.0113.25-2.76
29
-0.31-0.020.30
203516.0813.25-2.82
12
-0.34-0.020.32
203616.1313.26-2.87
----
-0.37-0.020.35
203716.1813.26-2.92
----
-0.40-0.020.37
203816.2213.27-2.95
----
-0.42-0.030.40
203916.2413.27-2.97
----
-0.45-0.030.42
204016.2513.27-2.98
----
-0.47-0.030.44
204116.2613.27-2.98
----
-0.48-0.030.46
204216.2613.27-2.99
----
-0.50-0.030.47
204316.2713.27-2.99
----
-0.52-0.030.49
204416.2713.27-3.00
----
-0.53-0.030.50
204516.2813.28-3.00
----
-0.54-0.030.51
204616.2913.28-3.01
----
-0.55-0.030.52
204716.3013.28-3.02
----
-0.56-0.030.53
204816.3213.28-3.04
----
-0.57-0.030.54
204916.3413.28-3.06
----
-0.58-0.030.54
205016.3713.28-3.08
----
-0.58-0.040.55
205116.3913.29-3.11
----
-0.59-0.040.55
205216.4213.29-3.13
----
-0.59-0.040.56
205316.4613.29-3.17
----
-0.60-0.040.56
205416.5013.30-3.20
----
-0.60-0.040.56
205516.5513.30-3.25
----
-0.60-0.040.56
205616.6013.30-3.30
----
-0.60-0.040.57
205716.6613.31-3.35
----
-0.61-0.040.57
205816.7213.31-3.40
----
-0.61-0.040.57
205916.7813.32-3.46
----
-0.61-0.040.57
206016.8413.32-3.52
----
-0.61-0.040.58
206116.9013.33-3.57
----
-0.62-0.040.58
206216.9513.33-3.62
----
-0.62-0.040.58
206317.0113.34-3.67
----
-0.62-0.040.58
206417.0513.34-3.71
----
-0.62-0.040.59
206517.1013.34-3.76
----
-0.63-0.040.59
206617.1513.35-3.80
----
-0.63-0.040.59
206717.2013.35-3.85
----
-0.64-0.040.60
206817.2513.36-3.89
----
-0.64-0.040.60
206917.3013.36-3.94
----
-0.64-0.040.60
207017.3613.36-3.99
----
-0.65-0.040.61
207117.4113.37-4.04
----
-0.65-0.040.61
207217.4613.37-4.09
----
-0.65-0.040.61
207317.5013.37-4.13
----
-0.66-0.040.62
207417.5513.38-4.17
----
-0.66-0.040.62
207517.5913.38-4.21
----
-0.66-0.040.62
207617.6213.38-4.24
----
-0.67-0.040.63
207717.6413.39-4.25
----
-0.67-0.040.63
207817.6513.39-4.26
----
-0.67-0.040.63
207917.6413.39-4.25
----
-0.67-0.040.63
208017.6213.39-4.24
----
-0.68-0.040.63
208117.6013.39-4.21
----
-0.68-0.040.64
208217.5713.38-4.18
----
-0.68-0.040.64
208317.5313.38-4.15
----
-0.68-0.040.64
208417.4813.38-4.10
----
-0.68-0.040.64
208517.4313.38-4.05
----
-0.68-0.040.64
208617.3713.37-4.00
----
-0.68-0.040.63
208717.3113.37-3.94
----
-0.68-0.040.63
208817.2413.36-3.88
----
-0.67-0.040.63
208917.1813.36-3.82
----
-0.67-0.040.63
209017.1213.36-3.77
----
-0.67-0.040.63
209117.0713.35-3.72
----
-0.67-0.040.63
209217.0413.35-3.68
----
-0.67-0.040.63
209317.0113.35-3.66
----
-0.67-0.040.62
209416.9913.35-3.64
----
-0.66-0.040.62
209516.9813.35-3.63
----
-0.66-0.040.62
209616.9813.35-3.63
----
-0.66-0.040.62
209716.9913.35-3.64
----
-0.66-0.040.62

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
2022-2096 16.69% 13.75% -2.94% 2035 -0.51% -0.03% 0.48%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.