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
202715.6713.09-2.58
129
0.190.01-0.18
202815.7913.12-2.67
110
0.200.01-0.19
202915.9013.15-2.75
92
0.210.01-0.20
203016.0213.17-2.85
73
0.220.01-0.21
203116.1413.20-2.94
55
0.230.01-0.22
203216.2413.22-3.02
37
0.230.01-0.22
203316.3213.26-3.07
18
0.250.01-0.24
203416.3913.28-3.12

0.250.01-0.24
203516.4913.29-3.20

0.260.01-0.24
203616.5913.30-3.28

0.260.01-0.25
203716.6813.31-3.37

0.270.02-0.25
203816.7613.32-3.44

0.270.02-0.26
203916.8313.33-3.50

0.280.02-0.26
204016.8913.33-3.56

0.280.02-0.27
204116.9313.34-3.60

0.290.02-0.27
204216.9713.34-3.63

0.290.02-0.28
204317.0113.35-3.66

0.300.02-0.28
204417.0413.35-3.70

0.300.02-0.28
204517.0813.35-3.73

0.310.02-0.29
204617.1213.36-3.76

0.310.02-0.29
204717.1513.36-3.79

0.320.02-0.30
204817.1913.37-3.83

0.320.02-0.30
204917.2413.37-3.87

0.320.02-0.30
205017.2913.38-3.91

0.320.02-0.30
205117.3413.38-3.96

0.320.02-0.30
205217.4013.39-4.01

0.320.02-0.30
205317.4713.39-4.07

0.320.02-0.30
205417.5413.40-4.14

0.320.02-0.30
205517.6213.40-4.21

0.320.02-0.30
205617.7013.41-4.29

0.320.02-0.30
205717.7913.42-4.37

0.320.02-0.30
205817.8913.43-4.46

0.320.02-0.30
205917.9813.44-4.54

0.320.02-0.30
206018.0613.44-4.62

0.320.02-0.30
206118.1413.45-4.69

0.320.02-0.30
206218.2113.46-4.76

0.320.02-0.30
206318.2913.46-4.83

0.320.02-0.30
206418.3613.47-4.89

0.330.02-0.31
206518.4313.47-4.96

0.330.02-0.31
206618.5013.48-5.02

0.330.02-0.31
206718.5813.49-5.09

0.340.02-0.32
206818.6513.49-5.16

0.340.02-0.32
206918.7313.50-5.23

0.350.02-0.32
207018.8113.51-5.30

0.350.02-0.33
207118.8813.51-5.37

0.360.02-0.33
207218.9613.52-5.44

0.360.02-0.34
207319.0413.52-5.51

0.360.02-0.34
207419.1113.53-5.58

0.370.02-0.35
207519.1713.54-5.64

0.370.02-0.35
207619.2313.54-5.69

0.380.02-0.35
207719.2713.54-5.73

0.380.02-0.36
207819.3113.55-5.76

0.380.02-0.36
207919.3313.55-5.78

0.380.02-0.36
208019.3413.55-5.79

0.390.02-0.36
208119.3513.55-5.79

0.390.02-0.36
208219.3413.55-5.79

0.390.02-0.36
208319.3213.55-5.77

0.390.02-0.37
208419.3013.55-5.75

0.390.02-0.37
208519.2613.55-5.71

0.390.02-0.37
208619.2213.55-5.67

0.400.02-0.37
208719.1613.55-5.62

0.400.03-0.37
208819.1013.54-5.56

0.400.03-0.37
208919.0413.54-5.50

0.400.03-0.38
209018.9813.53-5.45

0.400.03-0.38
209118.9213.53-5.39

0.400.03-0.38
209218.8713.53-5.34

0.400.03-0.38
209318.8313.52-5.30

0.400.03-0.38
209418.7913.52-5.27

0.400.03-0.38
209518.7613.52-5.24

0.400.03-0.38
209618.7513.52-5.23

0.400.03-0.38
209718.7313.52-5.22

0.400.03-0.38
209818.7313.52-5.21

0.400.03-0.38
209918.7413.52-5.22

0.400.03-0.38
210018.7613.52-5.23

0.400.03-0.38

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 17.93% 13.81% -4.12% 2033 0.32% 0.02% -0.30%

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