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
0.010.00-0.00
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
203316.0913.24-2.85
25
0.020.00-0.02
203416.1713.27-2.90
8
0.030.00-0.02
203516.2613.28-2.98

0.030.00-0.03
203616.3613.29-3.07

0.030.00-0.03
203716.4513.30-3.15

0.040.00-0.03
203816.5313.30-3.22

0.040.00-0.04
203916.6013.31-3.28

0.040.00-0.04
204016.6513.32-3.33

0.050.00-0.04
204116.7013.32-3.37

0.050.00-0.05
204216.7313.33-3.40

0.050.00-0.05
204316.7713.33-3.44

0.060.00-0.06
204416.8013.34-3.47

0.060.00-0.06
204516.8413.34-3.50

0.070.00-0.06
204616.8713.34-3.53

0.070.00-0.07
204716.9113.35-3.56

0.070.00-0.07
204816.9513.35-3.60

0.080.00-0.07
204917.0013.36-3.65

0.080.00-0.08
205017.0513.36-3.69

0.080.00-0.08
205117.1113.37-3.74

0.090.01-0.08
205217.1713.37-3.80

0.090.01-0.08
205317.2413.38-3.86

0.090.01-0.09
205417.3113.38-3.93

0.100.01-0.09
205517.4013.39-4.01

0.100.01-0.09
205617.4913.40-4.09

0.100.01-0.10
205717.5813.41-4.17

0.100.01-0.10
205817.6813.41-4.26

0.110.01-0.10
205917.7713.42-4.35

0.110.01-0.10
206017.8513.43-4.42

0.110.01-0.10
206117.9313.44-4.49

0.110.01-0.10
206218.0113.44-4.56

0.110.01-0.11
206318.0813.45-4.63

0.110.01-0.11
206418.1513.46-4.69

0.120.01-0.11
206518.2113.46-4.75

0.120.01-0.11
206618.2913.47-4.82

0.120.01-0.11
206718.3513.47-4.88

0.120.01-0.11
206818.4313.48-4.95

0.120.01-0.11
206918.5013.48-5.01

0.120.01-0.11
207018.5813.49-5.08

0.120.01-0.11
207118.6513.50-5.15

0.120.01-0.11
207218.7213.50-5.22

0.120.01-0.11
207318.7913.51-5.28

0.120.01-0.11
207418.8613.51-5.35

0.120.01-0.11
207518.9213.52-5.40

0.120.01-0.11
207618.9713.52-5.45

0.120.01-0.11
207719.0213.53-5.49

0.120.01-0.11
207819.0513.53-5.52

0.120.01-0.11
207919.0713.53-5.53

0.120.01-0.11
208019.0813.54-5.54

0.120.01-0.11
208119.0813.54-5.54

0.120.01-0.11
208219.0713.54-5.54

0.120.01-0.11
208319.0613.54-5.52

0.120.01-0.11
208419.0313.54-5.49

0.120.01-0.11
208518.9913.53-5.46

0.120.01-0.11
208618.9413.53-5.41

0.120.01-0.11
208718.8813.53-5.36

0.120.01-0.11
208818.8213.52-5.30

0.120.01-0.11
208918.7613.52-5.24

0.120.01-0.11
209018.7013.52-5.18

0.120.01-0.11
209118.6413.51-5.12

0.120.01-0.11
209218.5813.51-5.07

0.120.01-0.11
209318.5413.51-5.03

0.120.01-0.11
209418.5013.50-5.00

0.120.01-0.11
209518.4713.50-4.97

0.120.01-0.11
209618.4613.50-4.95

0.120.01-0.11
209718.4513.50-4.94

0.120.01-0.11
209818.4413.50-4.94

0.110.01-0.11
209918.4513.50-4.95

0.110.01-0.11
210018.4713.50-4.96

0.110.01-0.11

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 17.69% 13.79% -3.90% 2034 0.08% 0.00% -0.08%

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