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
202615.2913.03-2.25
149
0.000.000.00
202715.4813.08-2.39
131
-0.00-0.000.00
202815.5813.11-2.47
113
-0.00-0.000.00
202915.6813.14-2.54
95
-0.01-0.000.01
203015.7713.16-2.62
78
-0.02-0.000.02
203115.8813.18-2.69
61
-0.03-0.000.03
203215.9513.20-2.75
44
-0.05-0.000.05
203315.9913.24-2.75
27
-0.08-0.000.08
203416.0513.26-2.79
10
-0.09-0.000.09
203516.1213.27-2.85

-0.11-0.010.11
203616.1913.28-2.91

-0.13-0.010.13
203716.2613.29-2.97

-0.15-0.010.15
203816.3113.29-3.02

-0.18-0.010.17
203916.3513.30-3.06

-0.20-0.010.19
204016.3913.30-3.08

-0.22-0.010.21
204116.4113.31-3.10

-0.24-0.010.23
204216.4213.31-3.11

-0.26-0.010.24
204316.4313.31-3.12

-0.28-0.010.26
204416.4513.32-3.13

-0.30-0.020.28
204516.4613.32-3.14

-0.31-0.020.30
204616.4713.32-3.15

-0.33-0.020.31
204716.4913.32-3.17

-0.35-0.020.33
204816.5113.33-3.19

-0.36-0.020.34
204916.5413.33-3.21

-0.38-0.020.36
205016.5713.33-3.24

-0.40-0.020.37
205116.6113.34-3.27

-0.41-0.020.39
205216.6513.34-3.31

-0.43-0.020.40
205316.7113.35-3.36

-0.44-0.030.42
205416.7613.35-3.41

-0.45-0.030.43
205516.8313.36-3.48

-0.47-0.030.44
205616.9113.37-3.54

-0.48-0.030.45
205716.9913.37-3.62

-0.49-0.030.46
205817.0813.38-3.70

-0.50-0.030.47
205917.1613.39-3.77

-0.50-0.030.47
206017.2313.39-3.84

-0.51-0.030.48
206117.3013.40-3.90

-0.52-0.030.49
206217.3713.41-3.97

-0.52-0.030.49
206317.4413.41-4.03

-0.53-0.030.49
206417.5013.42-4.08

-0.53-0.030.50
206517.5713.42-4.14

-0.53-0.030.50
206617.6313.43-4.21

-0.53-0.030.50
206717.7013.43-4.27

-0.54-0.030.51
206817.7713.44-4.33

-0.54-0.030.51
206917.8413.45-4.39

-0.54-0.030.51
207017.9113.45-4.46

-0.54-0.030.51
207117.9813.46-4.53

-0.55-0.030.51
207218.0513.46-4.59

-0.55-0.030.52
207318.1213.47-4.65

-0.55-0.030.52
207418.1913.47-4.71

-0.55-0.030.52
207518.2513.48-4.77

-0.55-0.030.52
207618.3013.48-4.81

-0.56-0.030.52
207718.3413.49-4.85

-0.56-0.030.52
207818.3713.49-4.88

-0.56-0.030.52
207918.3913.49-4.90

-0.56-0.030.52
208018.4013.49-4.90

-0.56-0.030.52
208118.4013.50-4.91

-0.56-0.030.52
208218.3913.50-4.90

-0.56-0.030.52
208318.3813.50-4.88

-0.56-0.030.52
208418.3513.49-4.86

-0.56-0.030.52
208518.3213.49-4.82

-0.55-0.030.52
208618.2713.49-4.78

-0.55-0.030.52
208718.2113.49-4.73

-0.55-0.030.52
208818.1513.48-4.67

-0.55-0.030.52
208918.0913.48-4.61

-0.55-0.030.51
209018.0313.48-4.56

-0.55-0.030.51
209117.9713.47-4.50

-0.54-0.030.51
209217.9213.47-4.45

-0.54-0.030.51
209317.8813.47-4.41

-0.54-0.030.51
209417.8413.46-4.38

-0.54-0.030.51
209517.8213.46-4.36

-0.54-0.030.51
209617.8013.46-4.34

-0.54-0.030.51
209717.7913.46-4.33

-0.54-0.030.51
209817.7913.46-4.33

-0.54-0.030.51
209917.8013.46-4.34

-0.54-0.030.51
210017.8113.46-4.35

-0.54-0.030.51

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 17.23% 13.76% -3.46% 2034 -0.38% -0.02% 0.36%

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