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
202715.4814.17-1.30
131
0.001.091.09
202815.5914.21-1.38
120
-0.001.101.10
202915.6914.25-1.44
109
-0.001.111.11
203015.8014.28-1.52
98
0.001.121.12
203115.9114.32-1.59
87
0.001.141.14
203216.0114.35-1.66
76
0.011.151.14
203315.9814.40-1.57
66
-0.091.161.25
203416.1414.44-1.70
56
-0.011.171.18
203516.2314.46-1.77
45
-0.001.181.19
203616.3214.48-1.84
35
-0.001.201.20
203716.4114.50-1.91
24
-0.001.211.21
203816.4914.52-1.96
12
-0.001.221.22
203916.5514.54-2.01
1
-0.001.231.23
204016.6014.56-2.04

-0.001.241.25
204116.6414.58-2.07

-0.001.261.26
204216.6714.59-2.08

-0.001.271.27
204316.7114.60-2.10

-0.001.281.28
204416.7414.62-2.12

-0.001.291.29
204516.7714.63-2.14

-0.001.291.30
204616.8014.64-2.16

-0.001.301.31
204716.8314.66-2.18

-0.001.311.32
204816.8814.67-2.20

-0.001.321.33
204916.9214.69-2.24

-0.001.331.34
205016.9714.70-2.27

-0.001.341.35
205117.0214.71-2.31

-0.001.351.35
205217.0814.73-2.35

-0.001.361.36
205317.1414.74-2.40

-0.001.371.37
205417.2214.75-2.46

-0.001.381.38
205517.3014.77-2.53

-0.001.381.39
205617.3814.78-2.60

-0.001.391.39
205717.4714.80-2.67

-0.001.401.40
205817.5714.81-2.75

-0.001.411.41
205917.6614.83-2.83

-0.001.411.42
206017.7414.84-2.90

-0.001.421.42
206117.8214.86-2.96

-0.001.431.43
206217.8914.87-3.02

-0.001.431.44
206317.9614.88-3.08

-0.001.441.44
206418.0314.89-3.14

-0.001.441.45
206518.1014.90-3.19

-0.001.451.45
206618.1714.91-3.25

-0.001.461.46
206718.2314.93-3.31

-0.001.461.46
206818.3114.94-3.37

-0.001.471.47
206918.3814.95-3.43

-0.001.471.47
207018.4514.96-3.49

-0.001.481.48
207118.5314.97-3.56

-0.001.481.48
207218.6014.98-3.62

-0.001.491.49
207318.6714.99-3.68

-0.001.491.49
207418.7415.00-3.74

-0.001.501.50
207518.8015.01-3.79

-0.001.501.50
207618.8515.02-3.83

-0.001.501.51
207718.8915.03-3.86

-0.001.511.51
207818.9215.04-3.89

-0.001.511.52
207918.9415.04-3.90

-0.001.521.52
208018.9515.05-3.90

-0.001.521.52
208118.9615.05-3.90

-0.001.531.53
208218.9515.06-3.89

-0.001.531.53
208318.9315.06-3.87

-0.001.531.53
208418.9115.06-3.84

-0.001.541.54
208518.8715.07-3.80

-0.001.541.54
208618.8215.07-3.75

-0.001.541.55
208718.7615.07-3.70

-0.001.551.55
208818.7015.07-3.64

-0.001.551.55
208918.6415.07-3.57

-0.001.551.56
209018.5815.06-3.51

-0.001.561.56
209118.5215.06-3.45

-0.001.561.56
209218.4615.06-3.40

-0.001.561.56
209318.4215.06-3.35

-0.001.561.57
209418.3815.06-3.32

-0.001.571.57
209518.3615.07-3.29

-0.001.571.57
209618.3415.07-3.27

-0.001.571.58
209718.3315.07-3.26

-0.001.581.58
209818.3315.07-3.25

-0.001.581.58
209918.3315.08-3.26

-0.001.581.58
210018.3515.08-3.27

-0.001.581.59

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 17.61% 15.12% -2.48% 2039 -0.00% 1.34% 1.34%

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