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
202615.2913.39-1.89
149
0.000.360.36
202715.4813.81-1.67
133
-0.000.730.73
202815.5914.20-1.39
120
-0.001.091.09
202915.6914.58-1.11
109
-0.001.451.45
203015.8014.95-0.84
100
-0.001.801.80
203115.9115.33-0.59
93
0.002.142.14
203216.0115.69-0.32
88
0.012.492.48
203315.8715.75-0.12
86
-0.202.502.70
203416.1215.77-0.35
84
-0.022.502.53
203516.2115.78-0.43
82
-0.022.502.52
203616.3115.79-0.52
79
-0.022.502.52
203716.3915.80-0.60
76
-0.022.502.52
203816.4715.81-0.66
73
-0.022.512.53
203916.5315.82-0.71
69
-0.022.512.53
204016.5815.82-0.76
65
-0.032.512.53
204116.6215.83-0.79
61
-0.032.512.54
204216.6415.83-0.81
57
-0.032.512.54
204316.6715.84-0.84
53
-0.042.512.54
204416.7015.84-0.87
48
-0.042.512.55
204516.7315.84-0.89
43
-0.042.512.55
204616.7615.85-0.91
38
-0.042.512.55
204716.8015.85-0.94
33
-0.042.512.55
204816.8415.86-0.98
28
-0.042.512.55
204916.8815.86-1.02
23
-0.042.512.55
205016.9315.87-1.06
17
-0.042.512.55
205116.9815.87-1.10
11
-0.042.512.55
205217.0415.88-1.16
5
-0.042.512.55
205317.1015.89-1.22

-0.042.512.55
205417.1815.89-1.28

-0.042.512.55
205517.2615.90-1.36

-0.042.522.55
205617.3515.91-1.44

-0.042.522.55
205717.4415.92-1.52

-0.032.522.55
205817.5415.93-1.61

-0.032.522.55
205917.6315.94-1.70

-0.032.522.55
206017.7215.94-1.77

-0.032.522.55
206117.8015.95-1.85

-0.022.522.54
206217.8715.96-1.91

-0.022.522.54
206317.9515.96-1.98

-0.022.522.54
206418.0215.97-2.05

-0.012.522.54
206518.0915.98-2.11

-0.012.522.53
206618.1615.99-2.18

-0.012.532.53
206718.2415.99-2.24

-0.002.532.53
206818.3116.00-2.31

0.002.532.53
206918.3916.01-2.38

0.012.532.52
207018.4716.01-2.45

0.012.532.52
207118.5416.02-2.52

0.012.532.52
207218.6216.03-2.59

0.022.532.51
207318.6916.03-2.66

0.022.532.51
207418.7716.04-2.72

0.022.532.51
207518.8316.05-2.78

0.032.532.51
207618.8816.05-2.83

0.032.532.50
207718.9316.06-2.87

0.032.542.50
207818.9616.06-2.90

0.042.542.50
207918.9816.06-2.92

0.042.542.50
208019.0016.07-2.93

0.042.542.50
208119.0016.07-2.93

0.042.542.50
208219.0016.07-2.93

0.042.542.49
208318.9816.07-2.91

0.052.542.49
208418.9616.07-2.89

0.052.542.49
208518.9216.07-2.85

0.052.542.49
208618.8716.07-2.81

0.052.542.49
208718.8216.06-2.75

0.052.542.49
208818.7616.06-2.70

0.052.542.49
208918.6916.06-2.64

0.052.542.49
209018.6316.05-2.58

0.052.542.49
209118.5716.05-2.52

0.052.542.49
209218.5216.05-2.47

0.052.542.49
209318.4716.04-2.43

0.052.552.49
209418.4416.04-2.40

0.052.552.49
209518.4116.04-2.37

0.052.552.49
209618.4016.04-2.35

0.052.552.49
209718.3816.04-2.34

0.052.552.49
209818.3816.04-2.34

0.052.552.49
209918.3916.04-2.35

0.062.552.49
210018.4116.04-2.36

0.062.552.49

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 17.61% 16.15% -1.46% 2052 -0.00% 2.37% 2.37%

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