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
-0.00-0.000.00
202414.4412.95-1.49
194
-0.00-0.000.00
202514.6512.97-1.68
177
-0.00-0.000.00
202614.8813.08-1.80
160
-0.01-0.000.01
202715.0913.10-1.99
143
-0.02-0.000.01
202815.3013.14-2.16
126
-0.03-0.000.02
202915.4913.17-2.32
109
-0.04-0.000.04
203015.6713.20-2.47
92
-0.05-0.000.05
203115.8413.23-2.61
75
-0.07-0.000.06
203215.9813.24-2.74
58
-0.09-0.010.08
203316.1013.25-2.85
41
-0.10-0.010.10
203416.2013.26-2.94
24
-0.12-0.010.11
203516.2813.26-3.02
6
-0.14-0.010.13
203616.3413.27-3.07
----
-0.16-0.010.15
203716.4013.28-3.13
----
-0.17-0.010.16
203816.4513.28-3.17
----
-0.19-0.010.18
203916.4813.28-3.20
----
-0.20-0.010.19
204016.5013.29-3.22
----
-0.22-0.010.20
204116.5113.29-3.22
----
-0.23-0.010.22
204216.5213.29-3.23
----
-0.24-0.010.23
204316.5313.29-3.24
----
-0.26-0.020.24
204416.5313.29-3.24
----
-0.27-0.020.25
204516.5413.29-3.25
----
-0.28-0.020.26
204616.5513.29-3.26
----
-0.29-0.020.27
204716.5613.29-3.27
----
-0.30-0.020.28
204816.5813.30-3.28
----
-0.31-0.020.29
204916.5913.30-3.30
----
-0.32-0.020.30
205016.6213.30-3.32
----
-0.33-0.020.31
205116.6413.30-3.34
----
-0.34-0.020.32
205216.6613.30-3.36
----
-0.35-0.020.33
205316.7013.31-3.39
----
-0.36-0.020.33
205416.7413.31-3.43
----
-0.36-0.020.34
205516.7813.31-3.47
----
-0.37-0.020.35
205616.8313.32-3.51
----
-0.37-0.020.35
205716.8813.32-3.56
----
-0.38-0.020.36
205816.9413.33-3.61
----
-0.38-0.020.36
205917.0013.33-3.67
----
-0.39-0.020.36
206017.0613.34-3.72
----
-0.39-0.020.37
206117.1213.34-3.78
----
-0.39-0.020.37
206217.1813.35-3.83
----
-0.39-0.020.37
206317.2313.35-3.88
----
-0.40-0.020.37
206417.2813.35-3.93
----
-0.40-0.020.37
206517.3313.36-3.97
----
-0.40-0.020.38
206617.3813.36-4.02
----
-0.40-0.020.38
206717.4313.37-4.07
----
-0.40-0.020.38
206817.4813.37-4.11
----
-0.40-0.020.38
206917.5413.37-4.16
----
-0.41-0.030.38
207017.5913.38-4.22
----
-0.41-0.030.38
207117.6513.38-4.27
----
-0.41-0.030.38
207217.7013.39-4.31
----
-0.41-0.030.39
207317.7513.39-4.36
----
-0.41-0.030.39
207417.8013.39-4.40
----
-0.41-0.030.39
207517.8413.40-4.44
----
-0.41-0.030.39
207617.8713.40-4.47
----
-0.42-0.030.39
207717.9013.40-4.49
----
-0.42-0.030.39
207817.9013.40-4.50
----
-0.42-0.030.39
207917.9013.40-4.50
----
-0.42-0.030.39
208017.8913.40-4.48
----
-0.42-0.030.39
208117.8613.40-4.46
----
-0.41-0.030.39
208217.8313.40-4.43
----
-0.41-0.030.39
208317.7913.40-4.39
----
-0.41-0.030.39
208417.7513.40-4.35
----
-0.41-0.030.39
208517.7013.39-4.30
----
-0.41-0.030.38
208617.6413.39-4.25
----
-0.41-0.030.38
208717.5813.38-4.19
----
-0.41-0.030.38
208817.5113.38-4.13
----
-0.40-0.030.38
208917.4513.38-4.07
----
-0.40-0.020.38
209017.3913.37-4.02
----
-0.40-0.020.37
209117.3413.37-3.97
----
-0.40-0.020.37
209217.3113.37-3.94
----
-0.40-0.020.37
209317.2813.37-3.91
----
-0.40-0.020.37
209417.2613.36-3.89
----
-0.40-0.020.37
209517.2513.36-3.88
----
-0.39-0.020.37
209617.2513.36-3.88
----
-0.39-0.020.37
209717.2513.36-3.89
----
-0.39-0.020.37

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 16.91% 13.76% -3.15% 2035 -0.29% -0.02% 0.27%

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