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
202515.1512.80-2.35
169
0.000.000.00
202615.3213.03-2.28
149
0.030.00-0.03
202715.5513.08-2.46
130
0.070.00-0.07
202815.6613.11-2.55
112
0.070.00-0.07
202915.7613.14-2.62
94
0.070.00-0.07
203015.8713.16-2.71
76
0.070.00-0.07
203115.9813.19-2.80
58
0.070.00-0.07
203216.0813.20-2.87
41
0.070.00-0.07
203316.1513.24-2.90
23
0.080.00-0.08
203416.2213.27-2.96
5
0.080.00-0.08
203516.3113.28-3.03

0.080.00-0.08
203616.4013.29-3.12

0.080.00-0.08
203716.5013.30-3.20

0.080.00-0.08
203816.5713.30-3.27

0.080.00-0.08
203916.6413.31-3.33

0.090.00-0.08
204016.6913.32-3.37

0.090.00-0.09
204116.7313.32-3.41

0.090.00-0.09
204216.7713.32-3.44

0.090.00-0.09
204316.8013.33-3.47

0.090.00-0.09
204416.8413.33-3.50

0.090.00-0.09
204516.8713.34-3.53

0.100.00-0.10
204616.9013.34-3.56

0.100.00-0.10
204716.9413.34-3.59

0.100.00-0.10
204816.9813.35-3.63

0.100.00-0.10
204917.0213.35-3.67

0.100.00-0.10
205017.0713.36-3.71

0.100.00-0.10
205117.1213.36-3.76

0.100.00-0.10
205217.1813.37-3.81

0.100.00-0.10
205317.2513.37-3.87

0.100.00-0.10
205417.3213.38-3.94

0.100.00-0.10
205517.4013.39-4.02

0.100.00-0.10
205617.4913.39-4.09

0.100.00-0.10
205717.5813.40-4.18

0.100.00-0.10
205817.6713.41-4.26

0.100.00-0.10
205917.7613.42-4.34

0.100.00-0.10
206017.8413.42-4.42

0.100.00-0.10
206117.9213.43-4.49

0.100.00-0.10
206217.9913.44-4.56

0.100.00-0.10
206318.0613.44-4.62

0.100.00-0.10
206418.1313.45-4.68

0.100.00-0.10
206518.2013.45-4.74

0.100.00-0.10
206618.2713.46-4.81

0.100.00-0.10
206718.3413.47-4.87

0.100.00-0.10
206818.4113.47-4.93

0.100.00-0.10
206918.4813.48-5.00

0.100.00-0.10
207018.5613.48-5.07

0.100.00-0.10
207118.6313.49-5.14

0.100.00-0.10
207218.7013.50-5.20

0.100.00-0.10
207318.7713.50-5.27

0.100.00-0.10
207418.8413.51-5.33

0.100.00-0.10
207518.9013.51-5.38

0.100.00-0.10
207618.9513.52-5.43

0.100.00-0.10
207718.9913.52-5.47

0.100.00-0.09
207819.0213.53-5.50

0.100.00-0.09
207919.0413.53-5.51

0.100.00-0.09
208019.0513.53-5.52

0.100.00-0.09
208119.0513.53-5.52

0.090.00-0.09
208219.0513.53-5.51

0.090.00-0.09
208319.0313.53-5.50

0.090.00-0.09
208419.0013.53-5.47

0.090.00-0.09
208518.9613.53-5.44

0.090.00-0.09
208618.9213.52-5.39

0.090.00-0.09
208718.8613.52-5.34

0.090.00-0.09
208818.8013.52-5.28

0.100.00-0.09
208918.7413.51-5.22

0.100.00-0.09
209018.6713.51-5.16

0.100.00-0.10
209118.6213.51-5.11

0.100.00-0.10
209218.5613.50-5.06

0.100.00-0.10
209318.5213.50-5.02

0.100.00-0.10
209418.4813.50-4.99

0.100.00-0.10
209518.4613.50-4.96

0.100.00-0.10
209618.4413.50-4.94

0.100.00-0.10
209718.4313.50-4.93

0.100.00-0.10
209818.4313.50-4.93

0.100.00-0.10
209918.4413.50-4.94

0.100.00-0.10
210018.4513.50-4.96

0.100.00-0.10

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
2025-2099 17.70% 13.79% -3.92% 2034 0.09% 0.00% -0.09%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2025 Trustees Report.