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
202214.0512.79-1.26
230
0.000.000.00
202314.2813.04-1.25
211
-0.02-0.000.02
202414.4012.95-1.44
195
-0.05-0.000.05
202514.5812.97-1.62
178
-0.07-0.000.07
202614.7913.08-1.71
162
-0.10-0.000.10
202714.9813.10-1.88
145
-0.13-0.000.12
202815.1713.14-2.03
129
-0.16-0.000.15
202915.3413.17-2.17
113
-0.19-0.000.18
203015.5013.19-2.31
97
-0.22-0.010.21
203115.5913.22-2.37
81
-0.32-0.010.31
203215.6613.23-2.42
66
-0.41-0.010.40
203315.7113.24-2.47
50
-0.49-0.020.48
203415.7513.25-2.51
35
-0.57-0.020.55
203515.7813.25-2.53
19
-0.64-0.020.61
203615.8113.25-2.55
4
-0.69-0.030.67
203715.8313.26-2.57
----
-0.75-0.030.72
203815.8413.26-2.58
----
-0.80-0.030.76
203915.8413.26-2.58
----
-0.84-0.040.81
204015.8313.26-2.57
----
-0.89-0.040.85
204115.8213.26-2.56
----
-0.92-0.040.88
204215.8113.26-2.55
----
-0.95-0.040.91
204315.8013.26-2.54
----
-0.98-0.040.94
204415.7913.26-2.53
----
-1.02-0.050.97
204515.7713.26-2.51
----
-1.05-0.051.00
204615.7613.26-2.50
----
-1.08-0.051.03
204715.7513.26-2.49
----
-1.11-0.051.06
204815.7513.26-2.49
----
-1.14-0.051.09
204915.7513.26-2.48
----
-1.17-0.061.11
205015.7513.26-2.49
----
-1.20-0.061.14
205115.7513.26-2.49
----
-1.23-0.061.17
205215.7613.26-2.49
----
-1.26-0.061.20
205315.7813.27-2.51
----
-1.28-0.061.22
205415.8013.27-2.53
----
-1.30-0.061.24
205515.8313.27-2.56
----
-1.32-0.061.25
205615.8713.27-2.59
----
-1.33-0.071.27
205715.9213.28-2.64
----
-1.35-0.071.28
205815.9713.28-2.68
----
-1.36-0.071.29
205916.0213.29-2.73
----
-1.37-0.071.30
206016.0813.29-2.79
----
-1.37-0.071.31
206116.1313.30-2.84
----
-1.38-0.071.31
206216.1913.30-2.89
----
-1.38-0.071.31
206316.2413.30-2.94
----
-1.39-0.071.32
206416.2913.31-2.98
----
-1.39-0.071.32
206516.3413.31-3.03
----
-1.39-0.071.32
206616.4013.32-3.08
----
-1.39-0.071.32
206716.4513.32-3.13
----
-1.38-0.071.31
206816.5013.32-3.18
----
-1.39-0.071.32
206916.5513.33-3.22
----
-1.39-0.071.32
207016.6013.33-3.27
----
-1.40-0.071.33
207116.6513.34-3.31
----
-1.41-0.071.34
207216.7013.34-3.36
----
-1.41-0.071.34
207316.7413.34-3.40
----
-1.42-0.071.35
207416.7913.35-3.44
----
-1.42-0.071.35
207516.8313.35-3.48
----
-1.42-0.071.35
207616.8713.35-3.52
----
-1.42-0.071.35
207716.9013.36-3.54
----
-1.42-0.071.34
207816.9113.36-3.55
----
-1.41-0.071.34
207916.9113.36-3.55
----
-1.41-0.071.33
208016.9013.36-3.54
----
-1.40-0.071.33
208116.8813.36-3.52
----
-1.40-0.071.33
208216.8513.35-3.50
----
-1.39-0.071.32
208316.8213.35-3.47
----
-1.39-0.071.31
208416.7813.35-3.43
----
-1.38-0.071.30
208516.7413.35-3.39
----
-1.36-0.071.29
208616.7013.34-3.36
----
-1.34-0.071.27
208716.6513.34-3.31
----
-1.33-0.071.26
208816.6013.34-3.26
----
-1.32-0.071.25
208916.5413.33-3.20
----
-1.31-0.071.25
209016.4813.33-3.15
----
-1.31-0.071.25
209116.4213.33-3.10
----
-1.32-0.071.25
209216.3813.32-3.05
----
-1.33-0.071.26
209316.3413.32-3.02
----
-1.33-0.071.27
209416.3113.32-2.99
----
-1.34-0.071.27
209516.2913.32-2.97
----
-1.35-0.071.28
209616.2913.32-2.97
----
-1.36-0.071.29
209716.2913.32-2.97
----
-1.36-0.071.29

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
2022-2096 16.16% 13.73% -2.43% 2036 -1.04% -0.05% 0.99%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.