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
202314.3113.06-1.24
211
0.000.030.03
202414.4513.02-1.43
194
-0.000.060.06
202514.6613.06-1.60
178
0.000.090.09
202614.8813.20-1.69
161
0.000.120.12
202715.1013.24-1.86
145
0.000.140.14
202815.3313.30-2.02
128
0.000.160.16
202915.5313.36-2.17
112
0.000.180.18
203015.7213.40-2.32
96
0.000.200.20
203115.9113.45-2.46
80
0.000.220.21
203216.0713.48-2.59
64
0.010.240.23
203316.2113.51-2.71
48
0.010.250.24
203416.3313.53-2.80
31
0.010.270.26
203516.4313.55-2.88
14
0.010.280.27
203616.5113.57-2.94
----
0.010.290.28
203716.5913.59-3.00
----
0.020.310.29
203816.6613.61-3.05
----
0.020.320.30
203916.7113.63-3.09
----
0.020.330.31
204016.7513.64-3.11
----
0.030.340.31
204116.7713.65-3.12
----
0.030.350.32
204216.8013.67-3.13
----
0.030.360.33
204316.8213.68-3.14
----
0.040.380.34
204416.8513.69-3.16
----
0.050.390.34
204516.8713.71-3.17
----
0.050.400.35
204616.9013.72-3.18
----
0.060.410.35
204716.9313.73-3.19
----
0.060.420.36
204816.9613.74-3.22
----
0.070.430.36
204917.0013.76-3.24
----
0.080.440.36
205017.0413.77-3.27
----
0.090.450.36
205117.0813.78-3.30
----
0.100.460.36
205217.1213.80-3.32
----
0.110.470.37
205317.1813.82-3.35
----
0.120.490.37
205417.2413.83-3.41
----
0.140.500.36
205517.3013.83-3.47
----
0.150.500.35
205617.3713.84-3.53
----
0.160.500.33
205717.4413.84-3.59
----
0.180.500.32
205817.5213.85-3.67
----
0.200.500.31
205917.6013.86-3.75
----
0.220.500.29
206017.6813.86-3.82
----
0.230.500.27
206117.7613.87-3.89
----
0.250.500.25
206217.8413.87-3.96
----
0.270.510.24
206317.9113.88-4.03
----
0.290.510.22
206417.9913.89-4.10
----
0.310.510.20
206518.0613.89-4.17
----
0.330.510.18
206618.1313.90-4.24
----
0.350.510.16
206718.2013.90-4.30
----
0.370.510.14
206818.2813.91-4.37
----
0.390.510.12
206918.3613.91-4.44
----
0.410.510.10
207018.4413.92-4.52
----
0.430.520.08
207118.5113.92-4.58
----
0.450.520.06
207218.5813.93-4.65
----
0.470.520.05
207318.6513.93-4.72
----
0.490.520.03
207418.7213.94-4.78
----
0.510.520.01
207518.7813.94-4.84
----
0.530.52-0.00
207618.8313.95-4.88
----
0.540.52-0.02
207718.8713.95-4.92
----
0.560.52-0.03
207818.8913.95-4.94
----
0.570.52-0.05
207918.9013.95-4.95
----
0.590.52-0.06
208018.9013.95-4.94
----
0.600.53-0.07
208118.8813.95-4.93
----
0.610.53-0.08
208218.8613.95-4.91
----
0.620.53-0.09
208318.8413.95-4.89
----
0.630.53-0.10
208418.8013.95-4.85
----
0.640.53-0.11
208518.7513.95-4.80
----
0.640.53-0.12
208618.7013.94-4.75
----
0.650.53-0.12
208718.6413.94-4.70
----
0.660.53-0.13
208818.5813.93-4.64
----
0.660.53-0.14
208918.5213.93-4.59
----
0.670.53-0.14
209018.4613.93-4.53
----
0.670.53-0.14
209118.4113.92-4.49
----
0.670.53-0.14
209218.3813.92-4.46
----
0.680.53-0.15
209318.3513.92-4.44
----
0.680.53-0.15
209418.3413.92-4.42
----
0.680.53-0.15
209518.3313.92-4.41
----
0.690.53-0.16
209618.3313.92-4.41
----
0.690.53-0.16
209718.3413.92-4.42
----
0.690.53-0.16

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 17.46% 14.18% -3.27% 2035 0.26% 0.41% 0.15%

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