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
202414.8612.89-1.98
187
-0.000.000.00
202515.0312.97-2.06
168
-0.010.000.01
202615.2213.08-2.14
149
-0.010.000.01
202715.3613.10-2.27
132
-0.020.000.02
202815.5313.13-2.40
114
-0.020.000.02
202915.6913.16-2.53
96
-0.030.000.03
203015.8413.19-2.65
79
-0.030.000.03
203115.9613.21-2.75
61
-0.040.000.04
203216.0913.24-2.85
44
-0.050.000.05
203316.2013.25-2.95
26
-0.060.000.07
203416.3113.26-3.05
9
-0.080.000.08
203516.3913.27-3.12
----
-0.090.000.09
203616.4613.28-3.19
----
-0.090.000.09
203716.5313.28-3.25
----
-0.100.000.10
203816.5813.29-3.29
----
-0.120.000.12
203916.6113.29-3.32
----
-0.130.000.13
204016.6313.30-3.34
----
-0.15-0.000.15
204116.6413.30-3.34
----
-0.16-0.000.16
204216.6413.30-3.34
----
-0.18-0.000.18
204316.6313.30-3.33
----
-0.20-0.000.20
204416.6313.30-3.33
----
-0.21-0.000.21
204516.6313.31-3.32
----
-0.23-0.000.23
204616.6313.31-3.33
----
-0.25-0.000.25
204716.6413.31-3.33
----
-0.26-0.000.26
204816.6413.31-3.33
----
-0.28-0.000.28
204916.6513.31-3.34
----
-0.30-0.000.30
205016.6613.32-3.35
----
-0.32-0.000.32
205116.6713.32-3.35
----
-0.34-0.000.34
205216.6913.32-3.37
----
-0.37-0.000.36
205316.7213.33-3.39
----
-0.39-0.000.38
205416.7513.33-3.42
----
-0.41-0.010.41
205516.7913.34-3.46
----
-0.44-0.010.43
205616.8413.34-3.50
----
-0.46-0.010.46
205716.8913.35-3.54
----
-0.49-0.010.48
205816.9513.35-3.59
----
-0.51-0.010.50
205917.0113.36-3.65
----
-0.53-0.010.53
206017.0713.37-3.70
----
-0.55-0.010.54
206117.1213.37-3.75
----
-0.57-0.010.56
206217.1813.38-3.80
----
-0.58-0.010.57
206317.2213.38-3.84
----
-0.60-0.010.59
206417.2613.39-3.88
----
-0.62-0.010.61
206517.3013.39-3.91
----
-0.64-0.010.63
206617.3413.39-3.94
----
-0.67-0.010.65
206717.3713.40-3.97
----
-0.69-0.010.68
206817.4013.40-4.00
----
-0.71-0.010.70
206917.4413.41-4.04
----
-0.73-0.010.72
207017.4813.41-4.07
----
-0.75-0.010.74
207117.5213.41-4.10
----
-0.77-0.010.75
207217.5513.42-4.13
----
-0.78-0.010.77
207317.5813.42-4.16
----
-0.80-0.010.79
207417.6113.43-4.19
----
-0.81-0.010.80
207517.6313.43-4.20
----
-0.83-0.010.82
207617.6413.43-4.21
----
-0.85-0.010.83
207717.6413.43-4.21
----
-0.86-0.010.85
207817.6313.43-4.19
----
-0.88-0.020.86
207917.6013.43-4.17
----
-0.89-0.020.88
208017.5613.43-4.13
----
-0.91-0.020.89
208117.5113.43-4.09
----
-0.92-0.020.90
208217.4613.43-4.03
----
-0.93-0.020.92
208317.4013.42-3.98
----
-0.95-0.020.93
208417.3313.42-3.91
----
-0.96-0.020.94
208517.2613.42-3.85
----
-0.97-0.020.95
208617.1913.41-3.78
----
-0.97-0.020.95
208717.1113.41-3.71
----
-0.98-0.020.96
208817.0313.40-3.63
----
-0.99-0.020.97
208916.9513.40-3.55
----
-1.00-0.020.98
209016.8713.39-3.48
----
-1.02-0.021.00
209116.8013.39-3.41
----
-1.04-0.021.02
209216.7413.39-3.35
----
-1.06-0.021.04
209316.6913.39-3.30
----
-1.08-0.021.06
209416.6413.38-3.26
----
-1.11-0.021.09
209516.6113.38-3.23
----
-1.13-0.021.11
209616.5813.38-3.20
----
-1.17-0.021.14
209716.5613.38-3.18
----
-1.19-0.021.17
209816.5613.38-3.18
----
-1.21-0.021.19

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 16.89% 13.77% -3.12% 2034 -0.49% -0.01% 0.49%

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