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
0.000.00-0.00
202715.4813.08-2.40
131
0.010.00-0.01
202815.6013.11-2.49
113
0.010.00-0.01
202915.7113.14-2.57
95
0.020.00-0.02
203015.8213.16-2.66
78
0.020.00-0.02
203115.9413.19-2.76
60
0.030.00-0.03
203216.0413.20-2.84
42
0.040.00-0.04
203316.1213.25-2.88
25
0.050.00-0.05
203416.2013.27-2.93
7
0.060.00-0.05
203516.2913.28-3.02

0.060.00-0.06
203616.4013.29-3.11

0.070.00-0.07
203716.4913.30-3.19

0.080.00-0.08
203816.5713.31-3.27

0.090.00-0.08
203916.6513.31-3.33

0.090.00-0.09
204016.7113.32-3.38

0.100.01-0.10
204116.7513.33-3.43

0.110.01-0.10
204216.7913.33-3.46

0.120.01-0.11
204316.8313.33-3.50

0.120.01-0.12
204416.8713.34-3.53

0.130.01-0.12
204516.9113.34-3.57

0.140.01-0.13
204616.9513.35-3.60

0.140.01-0.14
204716.9913.35-3.64

0.150.01-0.14
204817.0413.36-3.68

0.160.01-0.15
204917.0913.36-3.73

0.160.01-0.16
205017.1413.37-3.78

0.170.01-0.16
205117.2013.37-3.83

0.180.01-0.17
205217.2613.38-3.89

0.180.01-0.17
205317.3313.38-3.95

0.190.01-0.18
205417.4113.39-4.02

0.190.01-0.18
205517.5013.40-4.10

0.200.01-0.19
205617.5913.40-4.18

0.200.01-0.19
205717.6913.41-4.27

0.210.01-0.20
205817.7813.42-4.36

0.210.01-0.20
205917.8813.43-4.45

0.220.01-0.20
206017.9613.44-4.53

0.220.01-0.21
206118.0413.44-4.60

0.220.01-0.21
206218.1213.45-4.67

0.230.01-0.21
206318.1913.46-4.73

0.230.01-0.21
206418.2613.46-4.80

0.230.01-0.22
206518.3313.47-4.86

0.230.01-0.22
206618.4013.47-4.93

0.230.01-0.22
206718.4713.48-4.99

0.230.01-0.22
206818.5413.49-5.06

0.240.01-0.22
206918.6213.49-5.13

0.240.01-0.22
207018.6913.50-5.20

0.240.01-0.22
207118.7713.50-5.26

0.240.01-0.23
207218.8413.51-5.33

0.240.01-0.23
207318.9113.52-5.40

0.240.01-0.23
207418.9813.52-5.46

0.240.01-0.23
207519.0413.53-5.52

0.240.01-0.23
207619.0913.53-5.56

0.240.01-0.23
207719.1413.54-5.60

0.240.01-0.23
207819.1713.54-5.63

0.240.01-0.23
207919.1913.54-5.65

0.240.01-0.23
208019.2013.54-5.66

0.240.01-0.23
208119.2013.54-5.66

0.240.01-0.23
208219.1913.54-5.65

0.240.01-0.23
208319.1813.54-5.63

0.240.01-0.23
208419.1513.54-5.61

0.240.01-0.23
208519.1113.54-5.57

0.240.01-0.23
208619.0613.54-5.52

0.240.01-0.22
208719.0013.54-5.47

0.240.01-0.22
208818.9413.53-5.41

0.240.01-0.22
208918.8813.53-5.35

0.240.01-0.22
209018.8113.52-5.29

0.240.01-0.22
209118.7513.52-5.23

0.230.01-0.22
209218.7013.52-5.18

0.230.01-0.22
209318.6513.51-5.14

0.230.01-0.22
209418.6213.51-5.11

0.230.01-0.22
209518.5913.51-5.08

0.230.01-0.22
209618.5713.51-5.06

0.230.01-0.22
209718.5613.51-5.05

0.230.01-0.22
209818.5613.51-5.05

0.230.01-0.22
209918.5713.51-5.06

0.230.01-0.22
210018.5813.51-5.07

0.230.01-0.22

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 17.78% 13.80% -3.98% 2034 0.17% 0.01% -0.16%

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