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
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
0.000.000.00
202514.9012.97-1.93
169
-0.14-0.010.14
202614.9413.07-1.88
153
-0.29-0.010.28
202714.9513.07-1.87
138
-0.43-0.020.41
202814.9813.10-1.88
123
-0.58-0.030.55
202915.0013.13-1.88
109
-0.72-0.040.68
203015.0213.14-1.88
96
-0.85-0.040.81
203115.0213.16-1.86
83
-0.99-0.050.93
203215.0313.18-1.86
70
-1.11-0.061.05
203315.0413.18-1.86
58
-1.23-0.071.16
203415.0413.18-1.85
46
-1.34-0.071.27
203515.0313.19-1.84
34
-1.45-0.081.37
203615.0113.19-1.82
22
-1.55-0.091.46
203715.0013.19-1.81
10
-1.64-0.091.55
203814.9713.19-1.78
----
-1.72-0.101.63
203914.9413.19-1.75
----
-1.80-0.101.70
204014.9113.19-1.72
----
-1.87-0.111.77
204114.8713.19-1.68
----
-1.94-0.111.83
204214.8213.19-1.64
----
-1.99-0.111.88
204314.7813.19-1.60
----
-2.05-0.121.93
204414.7513.19-1.57
----
-2.09-0.121.97
204514.7313.18-1.55
----
-2.13-0.122.01
204614.7113.18-1.53
----
-2.17-0.132.04
204714.7113.19-1.52
----
-2.20-0.132.07
204814.7013.19-1.52
----
-2.22-0.132.10
204914.7113.19-1.52
----
-2.25-0.132.12
205014.7213.19-1.53
----
-2.27-0.132.14
205114.7313.19-1.54
----
-2.29-0.132.15
205214.7613.19-1.56
----
-2.30-0.132.17
205314.7913.20-1.59
----
-2.32-0.142.18
205414.8313.20-1.63
----
-2.33-0.142.20
205514.8913.20-1.68
----
-2.35-0.142.21
205614.9413.21-1.74
----
-2.36-0.142.22
205715.0113.21-1.79
----
-2.37-0.142.23
205815.0713.22-1.85
----
-2.39-0.142.24
205915.1413.23-1.91
----
-2.40-0.142.26
206015.2013.23-1.97
----
-2.41-0.142.27
206115.2613.24-2.03
----
-2.43-0.142.29
206215.3113.24-2.07
----
-2.44-0.142.30
206315.3613.24-2.12
----
-2.46-0.152.31
206415.4113.25-2.16
----
-2.48-0.152.33
206515.4513.25-2.20
----
-2.49-0.152.34
206615.5013.26-2.24
----
-2.51-0.152.36
206715.5413.26-2.28
----
-2.52-0.152.37
206815.5813.26-2.31
----
-2.54-0.152.39
206915.6213.27-2.35
----
-2.56-0.152.40
207015.6613.27-2.39
----
-2.57-0.152.42
207115.7013.27-2.42
----
-2.59-0.152.43
207215.7313.28-2.45
----
-2.60-0.162.45
207315.7713.28-2.49
----
-2.62-0.162.46
207415.8013.28-2.51
----
-2.63-0.162.47
207515.8213.28-2.54
----
-2.64-0.162.49
207615.8313.29-2.55
----
-2.66-0.162.50
207715.8413.29-2.55
----
-2.67-0.162.50
207815.8313.29-2.54
----
-2.67-0.162.51
207915.8113.29-2.52
----
-2.68-0.162.52
208015.7813.28-2.50
----
-2.68-0.162.52
208115.7513.28-2.46
----
-2.69-0.162.53
208215.7013.28-2.42
----
-2.69-0.162.53
208315.6613.28-2.38
----
-2.69-0.162.53
208415.6013.27-2.33
----
-2.69-0.162.53
208515.5413.27-2.27
----
-2.69-0.162.52
208615.4813.27-2.21
----
-2.68-0.162.52
208715.4113.26-2.15
----
-2.68-0.162.52
208815.3513.26-2.09
----
-2.67-0.162.51
208915.2913.26-2.03
----
-2.67-0.162.51
209015.2313.25-1.98
----
-2.66-0.162.50
209115.1913.25-1.94
----
-2.65-0.162.49
209215.1513.25-1.91
----
-2.65-0.162.49
209315.1313.25-1.88
----
-2.64-0.162.48
209415.1113.24-1.87
----
-2.64-0.162.48
209515.1113.24-1.86
----
-2.64-0.162.48
209615.1113.24-1.87
----
-2.63-0.162.47
209715.1213.25-1.88
----
-2.63-0.162.47
209815.1413.25-1.89
----
-2.63-0.162.47

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
2023-2097 15.31% 13.66% -1.66% 2037 -2.07% -0.12% 1.95%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.