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
202615.2913.03-2.25
149
0.000.000.00
202715.4813.08-2.39
131
0.000.000.00
202815.5913.11-2.48
113
0.000.00-0.00
202915.6913.14-2.55
95
0.000.000.00
203015.8013.16-2.64
78
0.000.000.00
203115.9113.18-2.73
60
0.000.000.00
203216.0413.20-2.83
43
0.030.00-0.03
203316.1413.25-2.89
25
0.070.00-0.06
203416.2413.27-2.97
8
0.100.01-0.09
203516.3613.28-3.07

0.120.01-0.12
203616.4813.29-3.18

0.150.01-0.14
203716.5913.30-3.29

0.180.01-0.17
203816.6913.31-3.37

0.200.01-0.19
203916.7713.32-3.45

0.220.01-0.21
204016.8413.33-3.51

0.240.01-0.23
204116.9013.34-3.57

0.260.02-0.24
204216.9413.34-3.60

0.260.02-0.25
204316.9713.34-3.63

0.260.02-0.25
204417.0113.35-3.66

0.270.02-0.25
204517.0413.35-3.69

0.270.02-0.25
204617.0713.36-3.72

0.270.02-0.25
204717.1113.36-3.75

0.270.02-0.25
204817.1513.36-3.79

0.270.02-0.26
204917.2013.37-3.83

0.270.02-0.26
205017.2413.37-3.87

0.270.02-0.26
205117.2913.38-3.91

0.270.02-0.26
205217.3513.38-3.97

0.270.02-0.25
205317.4213.39-4.03

0.270.02-0.25
205417.4913.40-4.09

0.270.02-0.25
205517.5713.40-4.17

0.270.02-0.25
205617.6513.41-4.25

0.270.02-0.25
205717.7513.42-4.33

0.270.02-0.25
205817.8413.42-4.42

0.270.02-0.25
205917.9313.43-4.50

0.270.02-0.25
206018.0213.44-4.58

0.270.02-0.26
206118.0913.45-4.65

0.270.02-0.26
206218.1713.45-4.72

0.280.02-0.26
206318.2413.46-4.78

0.280.02-0.26
206418.3113.47-4.85

0.280.02-0.27
206518.3913.47-4.91

0.290.02-0.27
206618.4613.48-4.98

0.290.02-0.27
206718.5313.48-5.05

0.290.02-0.28
206818.6013.49-5.12

0.300.02-0.28
206918.6813.50-5.19

0.300.02-0.28
207018.7613.50-5.26

0.300.02-0.29
207118.8413.51-5.33

0.310.02-0.29
207218.9113.51-5.40

0.310.02-0.29
207318.9913.52-5.47

0.310.02-0.30
207419.0613.53-5.53

0.320.02-0.30
207519.1213.53-5.59

0.320.02-0.30
207619.1713.54-5.64

0.320.02-0.30
207719.2213.54-5.68

0.330.02-0.31
207819.2513.54-5.71

0.330.02-0.31
207919.2813.55-5.73

0.330.02-0.31
208019.2913.55-5.74

0.330.02-0.31
208119.2913.55-5.74

0.330.02-0.31
208219.2913.55-5.74

0.330.02-0.31
208319.2713.55-5.72

0.340.02-0.32
208419.2513.55-5.70

0.340.02-0.32
208519.2113.55-5.66

0.340.02-0.32
208619.1613.55-5.62

0.340.02-0.32
208719.1113.54-5.57

0.340.02-0.32
208819.0513.54-5.51

0.340.02-0.32
208918.9913.53-5.45

0.340.02-0.32
209018.9213.53-5.39

0.350.02-0.32
209118.8613.53-5.34

0.350.02-0.32
209218.8113.52-5.29

0.350.02-0.32
209318.7713.52-5.25

0.350.02-0.32
209418.7313.52-5.21

0.350.02-0.32
209518.7013.52-5.19

0.350.02-0.32
209618.6913.52-5.17

0.340.02-0.32
209718.6713.52-5.16

0.340.02-0.32
209818.6713.52-5.16

0.340.02-0.32
209918.6813.52-5.16

0.340.02-0.32
210018.6913.52-5.18

0.340.02-0.32

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 17.86% 13.80% -4.06% 2034 0.25% 0.01% -0.23%

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