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
202615.2813.03-2.25
149
-0.00-0.000.00
202715.4613.08-2.38
131
-0.02-0.000.02
202815.5513.11-2.44
113
-0.03-0.000.03
202915.6413.13-2.50
96
-0.05-0.000.05
203015.7313.15-2.57
79
-0.07-0.000.07
203115.8113.18-2.63
62
-0.10-0.000.09
203215.8713.20-2.67
45
-0.13-0.010.12
203315.8813.24-2.64
28
-0.19-0.010.19
203415.9413.26-2.69
12
-0.20-0.010.19
203515.9913.26-2.73

-0.24-0.010.23
203616.0513.27-2.77

-0.28-0.010.26
203716.1013.28-2.82

-0.32-0.020.30
203816.1413.28-2.85

-0.35-0.020.33
203916.1713.29-2.88

-0.39-0.020.37
204016.1813.29-2.89

-0.42-0.020.40
204116.1913.30-2.90

-0.45-0.020.43
204216.1913.30-2.89

-0.48-0.030.46
204316.1913.30-2.89

-0.51-0.030.49
204416.2013.30-2.90

-0.54-0.030.51
204516.2013.30-2.90

-0.57-0.030.54
204616.2013.31-2.90

-0.60-0.030.57
204716.2113.31-2.90

-0.63-0.040.59
204816.2313.31-2.92

-0.65-0.040.61
204916.2513.31-2.93

-0.68-0.040.64
205016.2713.32-2.95

-0.70-0.040.66
205116.3013.32-2.98

-0.72-0.040.68
205216.3313.32-3.01

-0.75-0.040.70
205316.3813.33-3.05

-0.77-0.040.72
205416.4313.33-3.10

-0.78-0.050.74
205516.5013.34-3.16

-0.80-0.050.76
205616.5713.35-3.22

-0.82-0.050.77
205716.6413.35-3.29

-0.83-0.050.78
205816.7313.36-3.37

-0.84-0.050.80
205916.8013.37-3.44

-0.86-0.050.81
206016.8813.37-3.51

-0.86-0.050.81
206116.9513.38-3.57

-0.87-0.050.82
206217.0113.38-3.63

-0.88-0.050.83
206317.0813.39-3.69

-0.89-0.050.83
206417.1413.40-3.74

-0.89-0.050.84
206517.2013.40-3.80

-0.90-0.050.84
206617.2713.41-3.86

-0.90-0.050.85
206717.3313.41-3.92

-0.91-0.050.85
206817.4013.42-3.98

-0.91-0.050.86
206917.4713.42-4.04

-0.91-0.050.86
207017.5413.43-4.11

-0.92-0.050.86
207117.6113.43-4.17

-0.92-0.060.87
207217.6713.44-4.23

-0.93-0.060.87
207317.7413.45-4.30

-0.93-0.060.87
207417.8113.45-4.36

-0.93-0.060.88
207517.8613.46-4.41

-0.94-0.060.88
207617.9113.46-4.45

-0.94-0.060.88
207717.9513.46-4.49

-0.94-0.060.89
207817.9813.47-4.51

-0.94-0.060.89
207918.0013.47-4.53

-0.95-0.060.89
208018.0113.47-4.54

-0.95-0.060.89
208118.0113.47-4.54

-0.95-0.060.89
208218.0013.47-4.53

-0.95-0.060.89
208317.9913.47-4.52

-0.95-0.060.89
208417.9613.47-4.49

-0.94-0.060.89
208517.9313.47-4.46

-0.94-0.060.89
208617.8813.47-4.41

-0.94-0.060.88
208717.8313.46-4.36

-0.94-0.060.88
208817.7713.46-4.31

-0.93-0.060.88
208917.7113.46-4.25

-0.93-0.060.87
209017.6513.45-4.20

-0.93-0.060.87
209117.5913.45-4.14

-0.93-0.060.87
209217.5413.45-4.10

-0.92-0.060.87
209317.5013.44-4.06

-0.92-0.060.86
209417.4713.44-4.02

-0.92-0.060.86
209517.4413.44-4.00

-0.92-0.060.86
209617.4213.44-3.99

-0.92-0.060.86
209717.4113.44-3.98

-0.92-0.060.86
209817.4113.44-3.97

-0.92-0.060.86
209917.4213.44-3.98

-0.92-0.060.86
210017.4413.44-4.00

-0.92-0.060.86

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 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.