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
203015.8014.67-1.13
104
0.001.521.51
203115.9214.74-1.17
95
0.001.561.56
203216.0114.81-1.20
87
0.011.611.60
203315.9414.90-1.05
79
-0.131.661.78
203416.1414.97-1.17
72
-0.011.701.71
203516.2315.03-1.20
65
-0.001.761.76
203616.3215.09-1.23
57
0.001.811.81
203716.4215.16-1.25
50
0.001.871.86
203816.4915.22-1.27
43
0.001.921.91
203916.5615.28-1.27
35
0.011.971.97
204016.6115.35-1.26
28
0.012.032.03
204116.6515.41-1.24
20
0.012.092.09
204216.6915.48-1.20
13
0.012.162.15
204316.7215.55-1.17
6
0.012.232.21
204416.7615.63-1.13

0.012.292.28
204516.7915.70-1.09

0.012.372.35
204616.8215.78-1.04

0.022.442.42
204716.8615.85-1.00

0.022.512.49
204816.9015.86-1.04

0.022.512.49
204916.9515.87-1.08

0.022.512.49
205017.0015.87-1.12

0.022.512.49
205117.0515.88-1.17

0.032.522.49
205217.1115.88-1.23

0.032.522.49
205317.1815.89-1.29

0.032.522.48
205417.2515.90-1.36

0.032.522.48
205517.3415.90-1.43

0.042.522.48
205617.4215.91-1.51

0.042.522.48
205717.5215.92-1.60

0.042.522.48
205817.6215.93-1.69

0.052.522.48
205917.7115.94-1.77

0.052.522.47
206017.7915.95-1.85

0.052.522.47
206117.8715.95-1.92

0.052.522.47
206217.9515.96-1.99

0.062.532.47
206318.0215.97-2.05

0.062.532.47
206418.0915.97-2.12

0.062.532.47
206518.1615.98-2.18

0.062.532.47
206618.2315.99-2.24

0.062.532.46
206718.3015.99-2.31

0.072.532.46
206818.3816.00-2.38

0.072.532.46
206918.4516.01-2.44

0.072.532.46
207018.5316.02-2.51

0.072.532.46
207118.6016.02-2.58

0.082.532.46
207218.6816.03-2.65

0.082.532.46
207318.7516.04-2.72

0.082.532.45
207418.8216.04-2.78

0.082.532.45
207518.8816.05-2.84

0.082.542.45
207618.9416.05-2.88

0.082.542.45
207718.9816.06-2.92

0.092.542.45
207819.0116.06-2.95

0.092.542.45
207919.0316.06-2.97

0.092.542.45
208019.0516.07-2.98

0.092.542.45
208119.0516.07-2.98

0.092.542.45
208219.0416.07-2.97

0.092.542.45
208319.0316.07-2.96

0.092.542.45
208419.0016.07-2.93

0.092.542.45
208518.9616.07-2.89

0.092.542.45
208618.9116.07-2.85

0.092.542.45
208718.8616.06-2.80

0.092.542.45
208818.8016.06-2.74

0.092.542.45
208918.7416.06-2.68

0.092.542.45
209018.6716.05-2.62

0.092.542.45
209118.6116.05-2.56

0.092.542.45
209218.5616.05-2.51

0.092.542.45
209318.5116.04-2.47

0.092.552.45
209418.4816.04-2.44

0.092.552.45
209518.4516.04-2.41

0.092.552.45
209618.4416.04-2.39

0.092.552.45
209718.4216.04-2.38

0.092.552.45
209818.4216.04-2.38

0.092.552.45
209918.4316.04-2.39

0.102.552.45
210018.4516.05-2.40

0.102.552.45

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 17.65% 16.02% -1.63% 2043 0.04% 2.24% 2.19%

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