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
0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8613.18-2.68
78
-0.01-0.000.01
203115.9713.21-2.76
61
-0.03-0.000.03
203216.0613.23-2.82
43
-0.09-0.010.08
203316.1313.24-2.88
26
-0.14-0.010.13
203416.1913.25-2.94
8
-0.20-0.010.18
203516.2213.25-2.97
----
-0.25-0.020.24
203616.2513.26-3.00
----
-0.30-0.020.29
203716.2913.26-3.03
----
-0.35-0.020.33
203816.3113.27-3.05
----
-0.38-0.020.36
203916.3413.27-3.07
----
-0.41-0.020.38
204016.3613.27-3.09
----
-0.42-0.030.40
204116.3813.27-3.10
----
-0.43-0.030.40
204216.3913.28-3.11
----
-0.43-0.030.40
204316.4113.28-3.13
----
-0.42-0.030.40
204416.4313.28-3.15
----
-0.41-0.020.39
204516.4713.28-3.18
----
-0.40-0.020.37
204616.5113.29-3.22
----
-0.37-0.020.35
204716.5513.29-3.26
----
-0.35-0.020.33
204816.6113.30-3.31
----
-0.32-0.020.30
204916.6713.30-3.37
----
-0.29-0.020.27
205016.7413.31-3.43
----
-0.25-0.020.23
205116.8113.31-3.50
----
-0.21-0.010.19
205216.8913.32-3.58
----
-0.17-0.010.16
205316.9913.32-3.66
----
-0.12-0.010.12
205417.0813.33-3.75
----
-0.08-0.010.08
205517.1913.34-3.85
----
-0.04-0.000.04
205617.2913.35-3.95
----
-0.01-0.000.01
205717.4013.36-4.04
----
0.020.00-0.02
205817.5113.36-4.14
----
0.050.00-0.05
205917.6113.37-4.24
----
0.070.00-0.07
206017.7113.38-4.33
----
0.090.01-0.08
206117.8013.39-4.41
----
0.100.01-0.10
206217.8813.39-4.49
----
0.120.01-0.11
206317.9613.40-4.56
----
0.130.01-0.12
206418.0313.40-4.62
----
0.140.01-0.13
206518.1013.41-4.69
----
0.150.01-0.15
206618.1713.42-4.75
----
0.170.01-0.16
206718.2413.42-4.82
----
0.180.01-0.17
206818.3013.43-4.88
----
0.190.01-0.18
206918.3713.43-4.94
----
0.200.01-0.19
207018.4413.44-5.00
----
0.210.01-0.20
207118.5013.44-5.06
----
0.220.01-0.20
207218.5613.45-5.11
----
0.230.01-0.21
207318.6213.45-5.17
----
0.230.01-0.22
207418.6713.45-5.21
----
0.240.01-0.22
207518.7113.46-5.25
----
0.240.02-0.23
207618.7413.46-5.28
----
0.250.02-0.24
207718.7613.46-5.30
----
0.260.02-0.24
207818.7713.46-5.30
----
0.270.02-0.25
207918.7613.46-5.30
----
0.270.02-0.25
208018.7413.46-5.28
----
0.280.02-0.26
208118.7213.46-5.25
----
0.280.02-0.27
208218.6813.46-5.22
----
0.290.02-0.27
208318.6413.46-5.18
----
0.290.02-0.27
208418.5913.46-5.13
----
0.300.02-0.28
208518.5313.45-5.08
----
0.300.02-0.28
208618.4713.45-5.02
----
0.310.02-0.29
208718.4013.44-4.95
----
0.310.02-0.29
208818.3313.44-4.89
----
0.310.02-0.29
208918.2713.44-4.83
----
0.310.02-0.29
209018.2113.43-4.77
----
0.310.02-0.29
209118.1613.43-4.73
----
0.310.02-0.29
209218.1113.43-4.69
----
0.310.02-0.29
209318.0813.42-4.66
----
0.310.02-0.29
209418.0613.42-4.64
----
0.310.02-0.29
209518.0413.42-4.62
----
0.300.02-0.28
209618.0413.42-4.62
----
0.290.02-0.28
209718.0413.42-4.62
----
0.290.02-0.27
209818.0513.42-4.63
----
0.280.02-0.26

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 17.39% 13.78% -3.61% 2034 0.00% 0.00% -0.00%

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