Detailed Single Year Tables
Description of Proposed Provision:
B7.2: Reduce benefits by 5 percent for those newly eligible for benefits in 2026 and later.
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 |
|||
2025 | 15.15 | 12.80 | -2.35 | 169 | 0.00 | 0.00 | 0.00 | ||
2026 | 15.28 | 13.03 | -2.25 | 149 | -0.00 | -0.00 | 0.00 | ||
2027 | 15.46 | 13.08 | -2.38 | 131 | -0.02 | -0.00 | 0.02 | ||
2028 | 15.55 | 13.11 | -2.44 | 113 | -0.03 | -0.00 | 0.03 | ||
2029 | 15.64 | 13.13 | -2.50 | 96 | -0.05 | -0.00 | 0.05 | ||
2030 | 15.73 | 13.15 | -2.57 | 79 | -0.07 | -0.00 | 0.07 | ||
2031 | 15.81 | 13.18 | -2.63 | 62 | -0.10 | -0.00 | 0.09 | ||
2032 | 15.87 | 13.20 | -2.67 | 45 | -0.13 | -0.01 | 0.12 | ||
2033 | 15.88 | 13.24 | -2.64 | 28 | -0.19 | -0.01 | 0.19 | ||
2034 | 15.94 | 13.26 | -2.69 | 12 | -0.20 | -0.01 | 0.19 | ||
2035 | 15.99 | 13.26 | -2.73 | — | -0.24 | -0.01 | 0.23 | ||
2036 | 16.05 | 13.27 | -2.77 | — | -0.28 | -0.01 | 0.26 | ||
2037 | 16.10 | 13.28 | -2.82 | — | -0.32 | -0.02 | 0.30 | ||
2038 | 16.14 | 13.28 | -2.85 | — | -0.35 | -0.02 | 0.33 | ||
2039 | 16.17 | 13.29 | -2.88 | — | -0.39 | -0.02 | 0.37 | ||
2040 | 16.18 | 13.29 | -2.89 | — | -0.42 | -0.02 | 0.40 | ||
2041 | 16.19 | 13.30 | -2.90 | — | -0.45 | -0.02 | 0.43 | ||
2042 | 16.19 | 13.30 | -2.89 | — | -0.48 | -0.03 | 0.46 | ||
2043 | 16.19 | 13.30 | -2.89 | — | -0.51 | -0.03 | 0.49 | ||
2044 | 16.20 | 13.30 | -2.90 | — | -0.54 | -0.03 | 0.51 | ||
2045 | 16.20 | 13.30 | -2.90 | — | -0.57 | -0.03 | 0.54 | ||
2046 | 16.20 | 13.31 | -2.90 | — | -0.60 | -0.03 | 0.57 | ||
2047 | 16.21 | 13.31 | -2.90 | — | -0.63 | -0.04 | 0.59 | ||
2048 | 16.23 | 13.31 | -2.92 | — | -0.65 | -0.04 | 0.61 | ||
2049 | 16.25 | 13.31 | -2.93 | — | -0.68 | -0.04 | 0.64 | ||
2050 | 16.27 | 13.32 | -2.95 | — | -0.70 | -0.04 | 0.66 | ||
2051 | 16.30 | 13.32 | -2.98 | — | -0.72 | -0.04 | 0.68 | ||
2052 | 16.33 | 13.32 | -3.01 | — | -0.75 | -0.04 | 0.70 | ||
2053 | 16.38 | 13.33 | -3.05 | — | -0.77 | -0.04 | 0.72 | ||
2054 | 16.43 | 13.33 | -3.10 | — | -0.78 | -0.05 | 0.74 | ||
2055 | 16.50 | 13.34 | -3.16 | — | -0.80 | -0.05 | 0.76 | ||
2056 | 16.57 | 13.35 | -3.22 | — | -0.82 | -0.05 | 0.77 | ||
2057 | 16.64 | 13.35 | -3.29 | — | -0.83 | -0.05 | 0.78 | ||
2058 | 16.73 | 13.36 | -3.37 | — | -0.84 | -0.05 | 0.80 | ||
2059 | 16.80 | 13.37 | -3.44 | — | -0.86 | -0.05 | 0.81 | ||
2060 | 16.88 | 13.37 | -3.51 | — | -0.86 | -0.05 | 0.81 | ||
2061 | 16.95 | 13.38 | -3.57 | — | -0.87 | -0.05 | 0.82 | ||
2062 | 17.01 | 13.38 | -3.63 | — | -0.88 | -0.05 | 0.83 | ||
2063 | 17.08 | 13.39 | -3.69 | — | -0.89 | -0.05 | 0.83 | ||
2064 | 17.14 | 13.40 | -3.74 | — | -0.89 | -0.05 | 0.84 | ||
2065 | 17.20 | 13.40 | -3.80 | — | -0.90 | -0.05 | 0.84 | ||
2066 | 17.27 | 13.41 | -3.86 | — | -0.90 | -0.05 | 0.85 | ||
2067 | 17.33 | 13.41 | -3.92 | — | -0.91 | -0.05 | 0.85 | ||
2068 | 17.40 | 13.42 | -3.98 | — | -0.91 | -0.05 | 0.86 | ||
2069 | 17.47 | 13.42 | -4.04 | — | -0.91 | -0.05 | 0.86 | ||
2070 | 17.54 | 13.43 | -4.11 | — | -0.92 | -0.05 | 0.86 | ||
2071 | 17.61 | 13.43 | -4.17 | — | -0.92 | -0.06 | 0.87 | ||
2072 | 17.67 | 13.44 | -4.23 | — | -0.93 | -0.06 | 0.87 | ||
2073 | 17.74 | 13.45 | -4.30 | — | -0.93 | -0.06 | 0.87 | ||
2074 | 17.81 | 13.45 | -4.36 | — | -0.93 | -0.06 | 0.88 | ||
2075 | 17.86 | 13.46 | -4.41 | — | -0.94 | -0.06 | 0.88 | ||
2076 | 17.91 | 13.46 | -4.45 | — | -0.94 | -0.06 | 0.88 | ||
2077 | 17.95 | 13.46 | -4.49 | — | -0.94 | -0.06 | 0.89 | ||
2078 | 17.98 | 13.47 | -4.51 | — | -0.94 | -0.06 | 0.89 | ||
2079 | 18.00 | 13.47 | -4.53 | — | -0.95 | -0.06 | 0.89 | ||
2080 | 18.01 | 13.47 | -4.54 | — | -0.95 | -0.06 | 0.89 | ||
2081 | 18.01 | 13.47 | -4.54 | — | -0.95 | -0.06 | 0.89 | ||
2082 | 18.00 | 13.47 | -4.53 | — | -0.95 | -0.06 | 0.89 | ||
2083 | 17.99 | 13.47 | -4.52 | — | -0.95 | -0.06 | 0.89 | ||
2084 | 17.96 | 13.47 | -4.49 | — | -0.94 | -0.06 | 0.89 | ||
2085 | 17.93 | 13.47 | -4.46 | — | -0.94 | -0.06 | 0.89 | ||
2086 | 17.88 | 13.47 | -4.41 | — | -0.94 | -0.06 | 0.88 | ||
2087 | 17.83 | 13.46 | -4.36 | — | -0.94 | -0.06 | 0.88 | ||
2088 | 17.77 | 13.46 | -4.31 | — | -0.93 | -0.06 | 0.88 | ||
2089 | 17.71 | 13.46 | -4.25 | — | -0.93 | -0.06 | 0.87 | ||
2090 | 17.65 | 13.45 | -4.20 | — | -0.93 | -0.06 | 0.87 | ||
2091 | 17.59 | 13.45 | -4.14 | — | -0.93 | -0.06 | 0.87 | ||
2092 | 17.54 | 13.45 | -4.10 | — | -0.92 | -0.06 | 0.87 | ||
2093 | 17.50 | 13.44 | -4.06 | — | -0.92 | -0.06 | 0.86 | ||
2094 | 17.47 | 13.44 | -4.02 | — | -0.92 | -0.06 | 0.86 | ||
2095 | 17.44 | 13.44 | -4.00 | — | -0.92 | -0.06 | 0.86 | ||
2096 | 17.42 | 13.44 | -3.99 | — | -0.92 | -0.06 | 0.86 | ||
2097 | 17.41 | 13.44 | -3.98 | — | -0.92 | -0.06 | 0.86 | ||
2098 | 17.41 | 13.44 | -3.97 | — | -0.92 | -0.06 | 0.86 | ||
2099 | 17.42 | 13.44 | -3.98 | — | -0.92 | -0.06 | 0.86 | ||
2100 | 17.44 | 13.44 | -4.00 | — | -0.92 | -0.06 | 0.86 |
Summarized Estimates
Proposal | Change from Current Law | ||||||||
---|---|---|---|---|---|---|---|---|---|
Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
2025-2099 | 16.94% | 13.75% | -3.20% | 2034 | -0.67% | -0.04% | 0.63% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
Based on Intermediate Assumptions of the 2025 Trustees Report.