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
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
0.000.00-0.00
202515.0512.97-2.08
168
0.010.00-0.01
202615.2513.08-2.17
149
0.020.00-0.02
202715.4113.10-2.32
131
0.030.00-0.03
202815.5913.13-2.46
113
0.040.00-0.04
202915.7713.16-2.61
95
0.050.00-0.05
203015.9313.19-2.75
77
0.060.00-0.06
203116.0813.22-2.86
59
0.070.00-0.07
203216.2313.24-2.99
41
0.090.00-0.08
203316.3713.25-3.11
23
0.100.00-0.09
203416.4913.26-3.23
4
0.110.01-0.11
203516.6013.27-3.33
----
0.120.01-0.12
203616.6913.28-3.41
----
0.140.01-0.13
203716.7813.29-3.49
----
0.150.01-0.14
203816.8513.30-3.56
----
0.160.01-0.15
203916.9113.30-3.61
----
0.170.01-0.16
204016.9613.31-3.65
----
0.180.01-0.17
204116.9913.31-3.68
----
0.190.01-0.18
204217.0213.31-3.70
----
0.200.01-0.19
204317.0413.31-3.72
----
0.210.01-0.20
204417.0613.32-3.75
----
0.220.01-0.21
204517.0913.32-3.77
----
0.230.01-0.22
204617.1213.32-3.80
----
0.240.01-0.23
204717.1513.33-3.83
----
0.250.01-0.23
204817.1813.33-3.86
----
0.260.01-0.24
204917.2213.33-3.89
----
0.270.01-0.25
205017.2613.34-3.93
----
0.280.02-0.26
205117.3013.34-3.96
----
0.290.02-0.27
205217.3513.34-4.01
----
0.290.02-0.28
205317.4113.35-4.06
----
0.300.02-0.29
205417.4713.35-4.12
----
0.310.02-0.29
205517.5513.36-4.19
----
0.320.02-0.30
205617.6313.37-4.26
----
0.320.02-0.31
205717.7113.37-4.34
----
0.330.02-0.31
205817.7913.38-4.41
----
0.340.02-0.32
205917.8813.39-4.49
----
0.340.02-0.32
206017.9613.39-4.57
----
0.350.02-0.33
206118.0413.40-4.64
----
0.350.02-0.33
206218.1113.41-4.71
----
0.350.02-0.33
206318.1813.41-4.77
----
0.360.02-0.34
206418.2513.42-4.83
----
0.360.02-0.34
206518.3113.42-4.89
----
0.360.02-0.34
206618.3713.43-4.94
----
0.370.02-0.34
206718.4313.43-5.00
----
0.370.02-0.35
206818.4913.44-5.05
----
0.370.02-0.35
206918.5513.44-5.11
----
0.370.02-0.35
207018.6113.45-5.16
----
0.370.02-0.35
207118.6613.45-5.21
----
0.380.02-0.35
207218.7113.45-5.26
----
0.380.02-0.36
207318.7613.46-5.30
----
0.380.02-0.36
207418.8113.46-5.35
----
0.380.02-0.36
207518.8413.47-5.38
----
0.380.02-0.36
207618.8713.47-5.40
----
0.380.02-0.36
207718.8813.47-5.41
----
0.380.02-0.36
207818.8813.47-5.41
----
0.380.02-0.36
207918.8713.47-5.40
----
0.380.02-0.36
208018.8513.47-5.38
----
0.380.02-0.36
208118.8113.47-5.35
----
0.380.02-0.36
208218.7713.47-5.31
----
0.380.02-0.36
208318.7213.46-5.26
----
0.380.02-0.35
208418.6613.46-5.20
----
0.370.02-0.35
208518.6013.46-5.14
----
0.370.02-0.35
208618.5313.45-5.08
----
0.370.02-0.35
208718.4613.45-5.01
----
0.370.02-0.35
208818.3913.44-4.94
----
0.370.02-0.35
208918.3213.44-4.88
----
0.370.02-0.35
209018.2613.43-4.82
----
0.370.02-0.34
209118.2113.43-4.77
----
0.360.02-0.34
209218.1613.43-4.73
----
0.360.02-0.34
209318.1313.43-4.71
----
0.360.02-0.34
209418.1113.43-4.69
----
0.360.02-0.34
209518.1113.43-4.68
----
0.360.02-0.34
209618.1013.43-4.68
----
0.360.02-0.34
209718.1113.43-4.69
----
0.360.02-0.34
209818.1313.43-4.70
----
0.360.02-0.34

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
2023-2097 17.65% 13.79% -3.86% 2034 0.26% 0.01% -0.25%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.