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
0.000.000.00
202715.4814.42-1.06
131
0.001.331.33
202815.5914.54-1.04
121
-0.001.431.43
202915.6914.61-1.08
112
-0.001.471.47
203015.8014.67-1.12
104
-0.001.521.52
203115.9114.74-1.17
95
0.001.561.56
203216.0114.81-1.20
87
0.011.611.60
203315.9414.90-1.04
79
-0.131.661.79
203416.1314.97-1.16
72
-0.021.701.72
203516.2215.03-1.19
65
-0.011.761.77
203616.3115.09-1.22
58
-0.011.811.82
203716.4015.16-1.24
50
-0.011.871.88
203816.4715.22-1.25
43
-0.011.921.93
203916.5415.28-1.25
36
-0.021.971.99
204016.5915.35-1.24
28
-0.022.032.05
204116.6315.41-1.21
21
-0.022.092.11
204216.6615.48-1.18
14
-0.022.162.18
204316.6915.55-1.13
7
-0.022.232.25
204416.7215.63-1.10
1
-0.022.292.31
204516.7515.70-1.05

-0.022.362.39
204616.7815.78-1.00

-0.022.442.46
204716.8215.85-0.96

-0.022.512.53
204816.8615.86-1.00

-0.022.512.53
204916.9015.86-1.04

-0.022.512.53
205016.9515.87-1.08

-0.022.512.53
205117.0015.88-1.13

-0.022.512.53
205217.0615.88-1.18

-0.022.522.53
205317.1315.89-1.24

-0.022.522.53
205417.2015.90-1.31

-0.012.522.53
205517.2915.90-1.38

-0.012.522.53
205617.3815.91-1.46

-0.012.522.53
205717.4715.92-1.55

-0.012.522.53
205817.5715.93-1.64

-0.002.522.52
205917.6615.94-1.72

0.002.522.52
206017.7515.95-1.80

0.002.522.52
206117.8315.95-1.87

0.012.522.52
206217.9115.96-1.94

0.012.532.51
206317.9815.97-2.01

0.022.532.51
206418.0515.98-2.08

0.022.532.51
206518.1215.98-2.14

0.032.532.50
206618.2015.99-2.21

0.032.532.50
206718.2716.00-2.28

0.032.532.50
206818.3516.00-2.34

0.042.532.49
206918.4216.01-2.41

0.042.532.49
207018.5116.02-2.49

0.052.532.48
207118.5816.02-2.56

0.052.542.48
207218.6616.03-2.63

0.062.542.48
207318.7316.04-2.70

0.062.542.47
207418.8116.05-2.76

0.072.542.47
207518.8716.05-2.82

0.072.542.47
207618.9316.06-2.87

0.082.542.46
207718.9716.06-2.91

0.082.542.46
207819.0116.07-2.94

0.082.542.46
207919.0316.07-2.96

0.092.542.46
208019.0516.07-2.97

0.092.542.45
208119.0516.07-2.98

0.092.542.45
208219.0516.07-2.97

0.092.552.45
208319.0316.07-2.96

0.102.552.45
208419.0116.07-2.93

0.102.552.45
208518.9716.07-2.90

0.102.552.45
208618.9216.07-2.85

0.102.552.44
208718.8716.07-2.80

0.102.552.44
208818.8116.07-2.74

0.112.552.44
208918.7516.06-2.69

0.112.552.44
209018.6916.06-2.63

0.112.552.44
209118.6316.06-2.57

0.112.552.44
209218.5716.05-2.52

0.112.552.44
209318.5316.05-2.48

0.112.552.44
209418.4916.05-2.45

0.112.552.44
209518.4716.05-2.42

0.112.552.44
209618.4516.05-2.40

0.112.552.44
209718.4416.05-2.39

0.112.552.44
209818.4416.05-2.39

0.112.552.44
209918.4516.05-2.40

0.112.552.44
210018.4716.05-2.41

0.112.562.44

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% 16.02% -1.61% 2044 0.03% 2.24% 2.21%

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