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
202515.0412.97-2.07
168
0.000.000.00
202615.2613.08-2.18
149
0.030.00-0.03
202715.4413.10-2.34
131
0.060.00-0.06
202815.6413.13-2.51
112
0.090.00-0.08
202915.8413.17-2.67
94
0.120.01-0.11
203016.0213.19-2.83
76
0.150.01-0.14
203116.1813.22-2.96
57
0.180.01-0.17
203216.3513.25-3.10
39
0.210.01-0.19
203316.5013.26-3.24
20
0.230.01-0.22
203416.6413.27-3.37
1
0.260.01-0.25
203516.7613.28-3.48
----
0.280.02-0.27
203616.8613.29-3.57
----
0.310.02-0.29
203716.9713.30-3.67
----
0.330.02-0.31
203817.0513.31-3.74
----
0.350.02-0.33
203917.1213.31-3.80
----
0.370.02-0.35
204017.1713.32-3.85
----
0.390.02-0.37
204117.2113.32-3.89
----
0.410.02-0.38
204217.2413.33-3.91
----
0.420.02-0.40
204317.2613.33-3.94
----
0.430.02-0.41
204417.2913.33-3.96
----
0.450.03-0.42
204517.3213.33-3.99
----
0.460.03-0.43
204617.3513.34-4.01
----
0.470.03-0.44
204717.3813.34-4.04
----
0.480.03-0.45
204817.4113.34-4.07
----
0.480.03-0.46
204917.4513.35-4.10
----
0.490.03-0.46
205017.4913.35-4.13
----
0.500.03-0.47
205117.5213.35-4.17
----
0.500.03-0.47
205217.5713.36-4.21
----
0.510.03-0.48
205317.6213.36-4.26
----
0.510.03-0.48
205417.6813.37-4.31
----
0.520.03-0.49
205517.7513.37-4.38
----
0.520.03-0.49
205617.8313.38-4.45
----
0.520.03-0.49
205717.9113.39-4.52
----
0.530.03-0.50
205817.9913.39-4.60
----
0.530.03-0.50
205918.0713.40-4.68
----
0.530.03-0.50
206018.1613.41-4.75
----
0.540.03-0.51
206118.2313.41-4.82
----
0.540.03-0.51
206218.3113.42-4.89
----
0.550.03-0.51
206318.3713.42-4.95
----
0.550.03-0.52
206418.4413.43-5.01
----
0.550.03-0.52
206518.5013.43-5.07
----
0.560.03-0.52
206618.5713.44-5.13
----
0.560.03-0.53
206718.6213.44-5.18
----
0.560.03-0.53
206818.6813.45-5.24
----
0.570.03-0.53
206918.7513.45-5.29
----
0.570.03-0.54
207018.8113.46-5.35
----
0.580.03-0.54
207118.8613.46-5.40
----
0.580.03-0.55
207218.9213.47-5.45
----
0.580.04-0.55
207318.9713.47-5.50
----
0.590.04-0.55
207419.0213.48-5.54
----
0.590.04-0.56
207519.0613.48-5.58
----
0.590.04-0.56
207619.0913.48-5.60
----
0.600.04-0.56
207719.1013.48-5.62
----
0.600.04-0.56
207819.1013.48-5.62
----
0.600.04-0.56
207919.0913.48-5.61
----
0.600.04-0.57
208019.0713.48-5.59
----
0.600.04-0.57
208119.0413.48-5.56
----
0.610.04-0.57
208219.0013.48-5.52
----
0.610.04-0.57
208318.9513.48-5.47
----
0.610.04-0.57
208418.8913.47-5.42
----
0.610.04-0.57
208518.8313.47-5.36
----
0.610.04-0.57
208618.7713.47-5.30
----
0.610.04-0.57
208718.6913.46-5.23
----
0.600.04-0.57
208818.6213.46-5.16
----
0.600.04-0.57
208918.5513.45-5.10
----
0.600.04-0.57
209018.4913.45-5.04
----
0.600.04-0.56
209118.4413.45-4.99
----
0.600.04-0.56
209218.4013.44-4.96
----
0.600.04-0.56
209318.3713.44-4.93
----
0.600.04-0.56
209418.3513.44-4.91
----
0.600.04-0.56
209518.3413.44-4.90
----
0.600.04-0.56
209618.3413.44-4.90
----
0.600.04-0.56
209718.3513.44-4.91
----
0.590.04-0.56
209818.3713.44-4.92
----
0.590.04-0.56

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 17.83% 13.80% -4.03% 2034 0.45% 0.03% -0.42%

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