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
202615.2914.89-0.40
149
0.001.851.85
202715.4815.08-0.40
143
-0.002.002.00
202815.5915.17-0.41
137
-0.002.062.06
202915.6915.27-0.42
131
0.002.132.13
203015.8015.35-0.45
126
0.002.202.19
203115.9215.45-0.46
121
0.012.272.26
203216.0215.55-0.47
117
0.022.352.33
203315.8915.67-0.22
114
-0.182.432.61
203416.1415.77-0.37
111
-0.012.502.51
203516.2315.78-0.45
109
0.002.502.50
203616.3315.79-0.54
106
0.012.512.50
203716.4315.80-0.63
102
0.012.512.49
203816.5015.81-0.70
99
0.022.512.49
203916.5715.82-0.76
95
0.022.512.49
204016.6315.82-0.80
91
0.022.512.48
204116.6715.83-0.84
87
0.032.512.48
204216.7115.83-0.87
82
0.032.512.48
204316.7415.84-0.91
78
0.042.512.47
204416.7815.84-0.94
73
0.042.512.47
204516.8215.85-0.97
68
0.052.512.47
204616.8515.85-1.00
63
0.052.512.46
204716.8915.86-1.03
57
0.052.522.46
204816.9415.86-1.07
52
0.062.522.46
204916.9915.87-1.12
46
0.062.522.45
205017.0415.88-1.16
40
0.072.522.45
205117.1015.88-1.21
33
0.072.522.45
205217.1615.89-1.27
27
0.082.522.44
205317.2315.90-1.33
20
0.082.522.44
205417.3115.90-1.40
12
0.092.522.43
205517.3915.91-1.48
4
0.102.532.43
205617.4915.92-1.57

0.102.532.43
205717.5815.93-1.65

0.112.532.42
205817.6815.94-1.74

0.112.532.42
205917.7815.95-1.83

0.122.532.41
206017.8615.95-1.91

0.122.532.41
206117.9415.96-1.98

0.132.532.41
206218.0215.97-2.05

0.132.532.40
206318.1015.98-2.12

0.132.532.40
206418.1715.98-2.18

0.142.542.40
206518.2415.99-2.25

0.142.542.39
206618.3116.00-2.32

0.152.542.39
206718.3916.00-2.38

0.152.542.39
206818.4616.01-2.45

0.152.542.39
206918.5416.02-2.52

0.162.542.38
207018.6216.03-2.59

0.162.542.38
207118.6916.03-2.66

0.162.542.38
207218.7716.04-2.73

0.172.542.38
207318.8416.05-2.80

0.172.542.37
207418.9116.05-2.86

0.172.552.37
207518.9816.06-2.92

0.182.552.37
207619.0316.06-2.97

0.182.552.37
207719.0716.07-3.01

0.182.552.37
207819.1116.07-3.04

0.182.552.37
207919.1316.08-3.05

0.182.552.37
208019.1416.08-3.06

0.192.552.36
208119.1516.08-3.07

0.192.552.36
208219.1416.08-3.06

0.192.552.36
208319.1216.08-3.04

0.192.552.36
208419.1016.08-3.02

0.192.552.36
208519.0616.08-2.98

0.192.552.36
208619.0116.08-2.93

0.192.552.36
208718.9516.07-2.88

0.192.552.36
208818.8916.07-2.82

0.192.552.36
208918.8316.07-2.76

0.192.552.37
209018.7716.06-2.70

0.192.562.37
209118.7116.06-2.65

0.192.562.37
209218.6516.06-2.60

0.192.562.37
209318.6116.06-2.55

0.192.562.37
209418.5716.05-2.52

0.192.562.37
209518.5516.05-2.49

0.192.562.37
209618.5316.05-2.48

0.192.562.37
209718.5216.05-2.46

0.192.562.37
209818.5216.05-2.46

0.192.562.37
209918.5216.05-2.47

0.192.562.37
210018.5416.06-2.48

0.192.562.37

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 17.71% 16.23% -1.47% 2055 0.10% 2.45% 2.35%

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