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
202414.8713.69-1.17
187
0.000.810.81
202515.0413.83-1.21
173
-0.000.860.86
202615.2313.97-1.26
160
-0.000.890.89
202715.3814.01-1.37
147
-0.000.910.92
202815.5514.04-1.51
135
-0.000.910.91
202915.7214.06-1.66
122
-0.000.900.90
203015.8714.07-1.80
109
-0.000.890.89
203116.0014.09-1.92
96
-0.000.870.88
203216.1414.12-2.03
83
-0.000.880.88
203316.2714.13-2.14
70
-0.000.880.88
203416.3814.14-2.24
57
-0.000.890.89
203516.4814.16-2.32
44
-0.000.890.89
203616.5514.17-2.39
30
-0.000.890.89
203716.6314.18-2.46
16
-0.000.900.90
203816.6914.19-2.51
2
-0.000.900.90
203916.7514.20-2.55
----
-0.000.900.90
204016.7814.20-2.58
----
-0.000.910.91
204116.8014.21-2.59
----
-0.000.910.91
204216.8214.21-2.60
----
-0.000.910.91
204316.8314.22-2.61
----
-0.000.920.92
204416.8414.22-2.62
----
-0.000.920.92
204516.8614.23-2.63
----
-0.000.920.92
204616.8814.23-2.64
----
-0.000.920.93
204716.9014.24-2.66
----
-0.000.930.93
204816.9314.25-2.68
----
-0.000.930.93
204916.9514.25-2.70
----
-0.000.930.93
205016.9914.26-2.73
----
-0.000.940.94
205117.0214.26-2.75
----
-0.000.940.94
205217.0614.27-2.79
----
-0.000.940.94
205317.1114.28-2.83
----
-0.000.940.95
205417.1614.28-2.88
----
-0.000.950.95
205517.2314.29-2.94
----
-0.000.950.95
205617.3014.30-3.00
----
-0.000.950.95
205717.3814.31-3.07
----
-0.000.950.96
205817.4614.32-3.14
----
-0.000.960.96
205917.5414.33-3.21
----
-0.000.960.96
206017.6214.33-3.28
----
-0.000.960.96
206117.6914.34-3.35
----
-0.000.960.96
206217.7614.35-3.41
----
-0.000.960.97
206317.8214.36-3.47
----
-0.000.970.97
206417.8814.36-3.52
----
-0.000.970.97
206517.9414.37-3.57
----
-0.000.970.97
206618.0014.38-3.63
----
-0.000.970.97
206718.0614.38-3.67
----
-0.000.970.98
206818.1114.39-3.72
----
-0.000.980.98
206918.1714.40-3.78
----
-0.000.980.98
207018.2314.40-3.83
----
-0.000.980.98
207118.2814.41-3.87
----
-0.000.980.98
207218.3314.41-3.92
----
-0.000.980.98
207318.3814.42-3.96
----
-0.000.980.99
207418.4314.43-4.00
----
-0.000.990.99
207518.4614.43-4.03
----
-0.000.990.99
207618.4914.43-4.05
----
-0.000.990.99
207718.5014.44-4.06
----
-0.000.990.99
207818.5014.44-4.06
----
-0.000.990.99
207918.4914.44-4.05
----
-0.000.990.99
208018.4714.44-4.02
----
-0.000.991.00
208118.4314.44-3.99
----
-0.001.001.00
208218.3914.44-3.95
----
-0.001.001.00
208318.3414.44-3.91
----
-0.001.001.00
208418.2914.44-3.85
----
-0.001.001.00
208518.2314.43-3.79
----
-0.001.001.00
208618.1614.43-3.73
----
-0.001.001.00
208718.0914.43-3.66
----
-0.001.001.00
208818.0214.42-3.59
----
-0.001.001.00
208917.9514.42-3.53
----
-0.001.001.01
209017.8914.42-3.47
----
-0.001.011.01
209117.8414.42-3.42
----
-0.001.011.01
209217.8014.42-3.38
----
-0.001.011.01
209317.7714.41-3.36
----
-0.001.011.01
209417.7514.41-3.34
----
-0.001.011.01
209517.7414.42-3.33
----
-0.001.011.01
209617.7414.42-3.33
----
-0.001.011.01
209717.7514.42-3.33
----
-0.001.011.01
209817.7714.42-3.35
----
-0.001.011.02

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 17.38% 14.71% -2.67% 2038 -0.00% 0.93% 0.93%

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