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
202514.5812.96-1.62
178
-0.08-0.000.07
202614.7313.07-1.66
162
-0.15-0.010.15
202714.8713.09-1.78
146
-0.23-0.010.22
202815.0113.12-1.89
131
-0.31-0.020.30
202915.1313.15-1.98
116
-0.39-0.020.37
203015.2513.17-2.07
101
-0.48-0.030.45
203115.3513.20-2.15
87
-0.56-0.030.52
203215.4313.21-2.22
72
-0.63-0.040.60
203315.5013.22-2.28
58
-0.71-0.040.67
203415.5413.22-2.32
43
-0.78-0.040.74
203515.5713.23-2.35
29
-0.85-0.050.80
203615.5913.23-2.36
14
-0.91-0.050.86
203715.6013.23-2.37
----
-0.98-0.060.92
203815.6013.23-2.37
----
-1.04-0.060.98
203915.6013.23-2.36
----
-1.09-0.061.03
204015.5813.23-2.34
----
-1.14-0.071.08
204115.5513.23-2.32
----
-1.19-0.071.12
204215.5313.23-2.30
----
-1.24-0.071.17
204315.5013.23-2.27
----
-1.28-0.071.21
204415.4813.23-2.25
----
-1.32-0.081.25
204515.4613.23-2.23
----
-1.36-0.081.28
204615.4413.23-2.21
----
-1.39-0.081.31
204715.4413.23-2.21
----
-1.43-0.081.35
204815.4313.23-2.20
----
-1.46-0.081.38
204915.4313.23-2.20
----
-1.49-0.091.40
205015.4313.23-2.20
----
-1.52-0.091.43
205115.4413.23-2.21
----
-1.54-0.091.45
205215.4513.23-2.21
----
-1.56-0.091.47
205315.4713.24-2.23
----
-1.59-0.091.50
205415.4913.24-2.25
----
-1.61-0.091.52
205515.5213.24-2.27
----
-1.63-0.091.54
205615.5513.24-2.30
----
-1.66-0.101.56
205715.5813.25-2.34
----
-1.68-0.101.58
205815.6213.25-2.37
----
-1.70-0.101.60
205915.6613.25-2.41
----
-1.73-0.101.63
206015.7013.26-2.44
----
-1.75-0.101.65
206115.7413.26-2.47
----
-1.78-0.101.67
206215.7713.26-2.50
----
-1.80-0.111.70
206315.8013.27-2.53
----
-1.83-0.111.72
206415.8213.27-2.55
----
-1.86-0.111.75
206515.8413.27-2.57
----
-1.89-0.111.78
206615.8713.27-2.59
----
-1.92-0.111.80
206715.8913.28-2.61
----
-1.95-0.111.83
206815.9113.28-2.63
----
-1.98-0.121.86
206915.9413.28-2.66
----
-2.01-0.121.89
207015.9713.28-2.68
----
-2.04-0.121.92
207115.9913.29-2.70
----
-2.07-0.121.95
207216.0113.29-2.72
----
-2.10-0.121.97
207316.0313.29-2.74
----
-2.13-0.132.00
207416.0513.29-2.76
----
-2.16-0.132.03
207516.0613.29-2.77
----
-2.19-0.132.06
207616.0713.29-2.77
----
-2.22-0.132.09
207716.0613.29-2.77
----
-2.25-0.132.12
207816.0413.29-2.75
----
-2.28-0.142.14
207916.0113.29-2.72
----
-2.31-0.142.17
208015.9713.29-2.68
----
-2.33-0.142.19
208115.9213.29-2.63
----
-2.36-0.142.22
208215.8613.28-2.58
----
-2.38-0.142.24
208315.8013.28-2.52
----
-2.41-0.142.26
208415.7313.28-2.45
----
-2.43-0.142.28
208515.6613.27-2.38
----
-2.45-0.152.30
208615.5813.27-2.31
----
-2.47-0.152.32
208715.4913.26-2.23
----
-2.49-0.152.34
208815.4113.26-2.15
----
-2.51-0.152.36
208915.3313.25-2.08
----
-2.52-0.152.37
209015.2513.25-2.01
----
-2.54-0.152.39
209115.1813.24-1.94
----
-2.56-0.152.41
209215.1313.24-1.89
----
-2.57-0.152.42
209315.0813.24-1.85
----
-2.59-0.152.44
209415.0413.23-1.81
----
-2.61-0.162.45
209515.0213.23-1.78
----
-2.63-0.162.47
209615.0013.23-1.76
----
-2.64-0.162.49
209714.9813.23-1.75
----
-2.66-0.162.51

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 15.65% 13.69% -1.96% 2036 -1.55% -0.09% 1.46%

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