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
202415.0212.89-2.13
185
0.160.01-0.15
202515.2012.98-2.22
165
0.150.01-0.15
202615.3913.09-2.30
146
0.150.01-0.14
202715.5313.10-2.43
127
0.150.01-0.14
202815.7013.14-2.56
109
0.150.01-0.14
202915.8613.17-2.69
91
0.140.01-0.14
203016.0113.19-2.82
73
0.140.01-0.13
203116.1413.22-2.92
54
0.140.01-0.13
203216.2813.24-3.04
36
0.140.01-0.13
203316.4013.26-3.15
18
0.140.01-0.13
203416.5213.27-3.25
----
0.140.01-0.13
203516.6113.27-3.34
----
0.130.01-0.13
203616.6913.28-3.41
----
0.130.01-0.13
203716.7713.29-3.48
----
0.130.01-0.13
203816.8313.30-3.53
----
0.130.01-0.13
203916.8813.30-3.58
----
0.130.01-0.13
204016.9113.30-3.61
----
0.130.01-0.12
204116.9413.31-3.63
----
0.130.01-0.12
204216.9513.31-3.64
----
0.130.01-0.12
204316.9613.31-3.65
----
0.130.01-0.12
204416.9713.31-3.66
----
0.130.01-0.12
204516.9913.31-3.68
----
0.130.01-0.12
204617.0113.32-3.69
----
0.130.01-0.12
204717.0313.32-3.71
----
0.130.01-0.12
204817.0513.32-3.73
----
0.130.01-0.12
204917.0813.33-3.76
----
0.130.01-0.12
205017.1113.33-3.79
----
0.130.01-0.12
205117.1413.33-3.81
----
0.130.01-0.12
205217.1913.33-3.85
----
0.130.01-0.12
205317.2313.34-3.90
----
0.130.01-0.12
205417.2913.34-3.95
----
0.130.01-0.12
205517.3613.35-4.01
----
0.130.01-0.12
205617.4313.36-4.07
----
0.130.01-0.12
205717.5113.36-4.14
----
0.130.01-0.12
205817.5913.37-4.22
----
0.130.01-0.12
205917.6713.37-4.29
----
0.130.01-0.12
206017.7513.38-4.37
----
0.130.01-0.12
206117.8213.39-4.43
----
0.130.01-0.12
206217.8913.39-4.50
----
0.130.01-0.12
206317.9513.40-4.56
----
0.130.01-0.12
206418.0213.40-4.61
----
0.130.01-0.12
206518.0813.41-4.67
----
0.130.01-0.12
206618.1413.41-4.72
----
0.130.01-0.12
206718.1913.42-4.77
----
0.130.01-0.12
206818.2513.42-4.83
----
0.130.01-0.12
206918.3113.43-4.88
----
0.130.01-0.12
207018.3613.43-4.93
----
0.130.01-0.13
207118.4213.44-4.98
----
0.130.01-0.13
207218.4713.44-5.03
----
0.130.01-0.13
207318.5213.44-5.07
----
0.130.01-0.13
207418.5613.45-5.11
----
0.130.01-0.13
207518.6013.45-5.15
----
0.130.01-0.13
207618.6213.45-5.17
----
0.130.01-0.13
207718.6413.46-5.18
----
0.140.01-0.13
207818.6413.46-5.18
----
0.140.01-0.13
207918.6313.46-5.17
----
0.140.01-0.13
208018.6013.45-5.15
----
0.130.01-0.13
208118.5713.45-5.12
----
0.130.01-0.13
208218.5313.45-5.08
----
0.130.01-0.13
208318.4813.45-5.03
----
0.130.01-0.13
208418.4213.45-4.98
----
0.130.01-0.13
208518.3613.44-4.92
----
0.130.01-0.13
208618.2913.44-4.86
----
0.130.01-0.12
208718.2213.43-4.79
----
0.130.01-0.12
208818.1513.43-4.72
----
0.130.01-0.12
208918.0813.42-4.66
----
0.130.01-0.12
209018.0213.42-4.60
----
0.130.01-0.12
209117.9713.42-4.55
----
0.130.01-0.12
209217.9313.41-4.52
----
0.130.01-0.12
209317.9013.41-4.49
----
0.130.01-0.12
209417.8813.41-4.47
----
0.130.01-0.12
209517.8713.41-4.46
----
0.130.01-0.12
209617.8713.41-4.46
----
0.130.01-0.12
209717.8813.41-4.47
----
0.130.01-0.12
209817.9013.41-4.49
----
0.130.01-0.12

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 17.52% 13.78% -3.73% 2033 0.13% 0.01% -0.13%

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