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
202615.3113.04-2.27
149
0.020.00-0.02
202715.5013.09-2.42
131
0.020.00-0.02
202815.6113.11-2.50
113
0.020.00-0.02
202915.7113.14-2.58
95
0.020.00-0.02
203015.8213.16-2.66
77
0.020.00-0.02
203115.9413.19-2.75
60
0.020.00-0.02
203216.0313.20-2.82
42
0.030.00-0.02
203316.1013.25-2.85
25
0.030.00-0.02
203416.1713.27-2.90
7
0.030.00-0.02
203516.2613.28-2.98

0.030.00-0.02
203616.3513.29-3.06

0.030.00-0.03
203716.4413.30-3.14

0.030.00-0.03
203816.5213.30-3.21

0.030.00-0.03
203916.5813.31-3.27

0.030.00-0.03
204016.6313.32-3.32

0.030.00-0.03
204116.6713.32-3.35

0.030.00-0.03
204216.7113.33-3.38

0.030.00-0.03
204316.7413.33-3.41

0.030.00-0.03
204416.7713.33-3.44

0.030.00-0.03
204516.8013.34-3.47

0.030.00-0.03
204616.8313.34-3.49

0.030.00-0.03
204716.8713.34-3.52

0.030.00-0.03
204816.9113.35-3.56

0.030.00-0.03
204916.9513.35-3.60

0.030.00-0.03
205017.0013.36-3.64

0.030.00-0.03
205117.0513.36-3.69

0.030.00-0.03
205217.1113.37-3.74

0.030.00-0.03
205317.1813.37-3.80

0.030.00-0.03
205417.2513.38-3.87

0.030.00-0.03
205517.3313.39-3.94

0.030.00-0.03
205617.4113.39-4.02

0.030.00-0.03
205717.5113.40-4.10

0.030.00-0.03
205817.6013.41-4.19

0.030.00-0.03
205917.6913.42-4.27

0.030.00-0.03
206017.7713.42-4.35

0.030.00-0.03
206117.8513.43-4.42

0.030.00-0.03
206217.9213.44-4.48

0.030.00-0.03
206317.9913.44-4.55

0.030.00-0.03
206418.0613.45-4.61

0.030.00-0.03
206518.1313.46-4.67

0.030.00-0.03
206618.2013.46-4.74

0.030.00-0.03
206718.2713.47-4.80

0.030.00-0.03
206818.3413.47-4.86

0.030.00-0.03
206918.4113.48-4.93

0.030.00-0.03
207018.4913.49-5.00

0.030.00-0.03
207118.5613.49-5.07

0.030.00-0.03
207218.6313.50-5.13

0.030.00-0.03
207318.7013.50-5.20

0.030.00-0.03
207418.7713.51-5.26

0.030.00-0.03
207518.8313.51-5.32

0.030.00-0.03
207618.8813.52-5.36

0.030.00-0.03
207718.9213.52-5.40

0.030.00-0.03
207818.9613.53-5.43

0.030.00-0.03
207918.9813.53-5.45

0.030.00-0.03
208018.9913.53-5.46

0.030.00-0.03
208118.9913.53-5.46

0.030.00-0.03
208218.9813.53-5.45

0.030.00-0.03
208318.9713.53-5.43

0.030.00-0.03
208418.9413.53-5.41

0.030.00-0.03
208518.9013.53-5.37

0.030.00-0.03
208618.8513.53-5.33

0.030.00-0.03
208718.8013.52-5.27

0.030.00-0.03
208818.7313.52-5.22

0.030.00-0.03
208918.6713.51-5.16

0.030.00-0.03
209018.6113.51-5.10

0.030.00-0.03
209118.5513.51-5.04

0.030.00-0.03
209218.5013.50-4.99

0.030.00-0.03
209318.4513.50-4.95

0.030.00-0.03
209418.4213.50-4.92

0.030.00-0.03
209518.3913.50-4.89

0.030.00-0.03
209618.3713.50-4.88

0.030.00-0.03
209718.3613.50-4.86

0.030.00-0.03
209818.3613.50-4.86

0.030.00-0.03
209918.3713.50-4.87

0.030.00-0.03
210018.3813.50-4.88

0.030.00-0.03

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 17.64% 13.79% -3.85% 2034 0.03% 0.00% -0.03%

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