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
0.000.00-0.00
202815.5913.11-2.48
113
0.010.00-0.01
202915.7013.14-2.56
95
0.010.00-0.01
203015.8113.16-2.65
78
0.010.00-0.01
203115.9313.19-2.74
60
0.010.00-0.01
203216.0213.20-2.82
43
0.020.00-0.02
203316.1013.24-2.85
25
0.030.00-0.03
203416.1713.27-2.90
8
0.020.00-0.02
203516.2613.28-2.98

0.030.00-0.03
203616.3513.29-3.07

0.030.00-0.03
203716.4513.30-3.15

0.030.00-0.03
203816.5213.30-3.22

0.030.00-0.03
203916.5913.31-3.28

0.040.00-0.04
204016.6413.32-3.33

0.040.00-0.04
204116.6913.32-3.37

0.040.00-0.04
204216.7213.33-3.40

0.040.00-0.04
204316.7613.33-3.43

0.050.00-0.05
204416.7913.33-3.46

0.050.00-0.05
204516.8313.34-3.49

0.050.00-0.05
204616.8613.34-3.52

0.050.00-0.05
204716.8913.34-3.55

0.060.00-0.06
204816.9413.35-3.59

0.060.00-0.06
204916.9913.35-3.63

0.060.00-0.06
205017.0313.36-3.68

0.060.00-0.06
205117.0913.36-3.72

0.070.00-0.06
205217.1513.37-3.78

0.070.00-0.07
205317.2213.38-3.84

0.070.00-0.07
205417.2913.38-3.91

0.070.00-0.07
205517.3713.39-3.98

0.070.00-0.07
205617.4613.40-4.06

0.080.00-0.07
205717.5513.40-4.15

0.080.00-0.07
205817.6513.41-4.24

0.080.00-0.08
205917.7413.42-4.32

0.080.00-0.08
206017.8213.43-4.40

0.080.00-0.08
206117.9013.43-4.47

0.080.00-0.08
206217.9813.44-4.54

0.080.00-0.08
206318.0513.45-4.60

0.080.00-0.08
206418.1213.45-4.66

0.090.00-0.08
206518.1913.46-4.73

0.090.00-0.08
206618.2613.46-4.79

0.090.00-0.08
206718.3313.47-4.86

0.090.00-0.08
206818.4013.48-4.92

0.090.00-0.09
206918.4713.48-4.99

0.090.00-0.09
207018.5513.49-5.06

0.090.00-0.09
207118.6213.49-5.13

0.090.00-0.09
207218.6913.50-5.19

0.090.00-0.09
207318.7613.51-5.26

0.090.00-0.09
207418.8313.51-5.32

0.090.00-0.09
207518.8913.52-5.38

0.090.00-0.09
207618.9413.52-5.42

0.090.00-0.09
207718.9913.52-5.46

0.090.00-0.09
207819.0213.53-5.49

0.090.00-0.09
207919.0413.53-5.51

0.090.00-0.09
208019.0513.53-5.52

0.090.00-0.09
208119.0513.53-5.52

0.090.00-0.09
208219.0513.53-5.51

0.090.00-0.09
208319.0313.53-5.50

0.090.00-0.09
208419.0013.53-5.47

0.090.00-0.09
208518.9613.53-5.43

0.090.00-0.09
208618.9213.53-5.39

0.090.00-0.09
208718.8613.52-5.33

0.090.00-0.09
208818.8013.52-5.28

0.090.00-0.09
208918.7413.52-5.22

0.090.00-0.09
209018.6713.51-5.16

0.090.00-0.09
209118.6113.51-5.10

0.090.00-0.09
209218.5613.51-5.05

0.090.00-0.09
209318.5113.50-5.01

0.090.00-0.09
209418.4813.50-4.98

0.090.00-0.09
209518.4513.50-4.95

0.090.00-0.09
209618.4313.50-4.94

0.090.00-0.09
209718.4213.50-4.93

0.090.00-0.09
209818.4213.50-4.92

0.090.00-0.09
209918.4313.50-4.93

0.090.00-0.09
210018.4513.50-4.95

0.090.00-0.09

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 17.68% 13.79% -3.89% 2034 0.07% 0.00% -0.06%

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