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
202414.8412.89-1.95
187
-0.030.000.03
202514.9812.98-2.00
169
-0.060.000.07
202615.1413.09-2.05
151
-0.100.010.10
202715.2513.10-2.15
134
-0.130.010.14
202815.3913.14-2.25
117
-0.170.010.18
202915.5113.17-2.34
100
-0.210.010.22
203015.6313.20-2.43
84
-0.240.010.26
203115.7013.23-2.47
68
-0.300.010.32
203215.7513.25-2.50
52
-0.390.010.40
203315.8013.26-2.54
36
-0.470.010.48
203415.8513.27-2.58
20
-0.530.010.54
203515.8913.27-2.61
4
-0.590.010.60
203615.9213.28-2.64
----
-0.630.000.64
203715.9613.28-2.68
----
-0.670.000.68
203815.9913.29-2.70
----
-0.71-0.000.71
203916.0013.29-2.71
----
-0.74-0.000.74
204016.0113.29-2.72
----
-0.77-0.000.77
204116.0113.29-2.72
----
-0.80-0.010.79
204216.0013.29-2.70
----
-0.82-0.010.81
204315.9913.29-2.69
----
-0.84-0.010.83
204415.9813.30-2.68
----
-0.87-0.010.86
204515.9713.30-2.68
----
-0.89-0.010.88
204615.9713.30-2.67
----
-0.91-0.010.90
204715.9713.30-2.67
----
-0.93-0.010.92
204815.9713.30-2.67
----
-0.95-0.010.94
204915.9813.30-2.68
----
-0.98-0.020.96
205015.9913.31-2.69
----
-1.00-0.020.98
205116.0013.31-2.69
----
-1.02-0.021.00
205216.0213.31-2.71
----
-1.04-0.021.02
205316.0513.31-2.74
----
-1.06-0.021.04
205416.0913.32-2.77
----
-1.08-0.021.06
205516.1413.32-2.82
----
-1.09-0.021.07
205616.2013.33-2.87
----
-1.10-0.021.08
205716.2613.33-2.93
----
-1.12-0.021.10
205816.3313.34-2.99
----
-1.13-0.021.10
205916.4113.34-3.06
----
-1.13-0.021.11
206016.4813.35-3.13
----
-1.14-0.021.11
206116.5513.36-3.20
----
-1.14-0.021.11
206216.6213.36-3.26
----
-1.14-0.021.12
206316.6813.37-3.32
----
-1.14-0.021.12
206416.7413.37-3.37
----
-1.15-0.031.12
206516.8013.37-3.42
----
-1.15-0.031.12
206616.8513.38-3.48
----
-1.15-0.031.12
206716.9113.38-3.52
----
-1.15-0.031.13
206816.9613.39-3.57
----
-1.16-0.031.13
206917.0113.39-3.62
----
-1.16-0.031.13
207017.0713.40-3.67
----
-1.17-0.031.14
207117.1213.40-3.72
----
-1.17-0.031.14
207217.1713.41-3.76
----
-1.17-0.031.14
207317.2213.41-3.81
----
-1.17-0.031.14
207417.2613.41-3.85
----
-1.16-0.031.14
207517.3013.42-3.89
----
-1.16-0.031.14
207617.3313.42-3.91
----
-1.16-0.031.13
207717.3513.42-3.93
----
-1.16-0.031.13
207817.3513.42-3.93
----
-1.15-0.031.12
207917.3413.42-3.92
----
-1.15-0.031.12
208017.3313.42-3.91
----
-1.14-0.031.11
208117.3013.42-3.88
----
-1.13-0.031.11
208217.2713.41-3.85
----
-1.13-0.031.10
208317.2213.41-3.81
----
-1.12-0.031.09
208417.1713.41-3.76
----
-1.12-0.031.09
208517.1213.41-3.71
----
-1.11-0.031.08
208617.0613.40-3.66
----
-1.10-0.031.07
208716.9913.40-3.60
----
-1.10-0.031.07
208816.9313.39-3.53
----
-1.09-0.031.07
208916.8613.39-3.47
----
-1.09-0.031.06
209016.8013.38-3.42
----
-1.09-0.031.06
209116.7513.38-3.37
----
-1.09-0.031.06
209216.7113.38-3.33
----
-1.09-0.031.06
209316.6813.38-3.30
----
-1.09-0.031.07
209416.6513.38-3.28
----
-1.10-0.031.07
209516.6413.38-3.27
----
-1.10-0.031.07
209616.6413.38-3.26
----
-1.11-0.031.08
209716.6413.38-3.27
----
-1.11-0.031.08
209816.6613.38-3.28
----
-1.11-0.031.08

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 16.50% 13.76% -2.73% 2035 -0.89% -0.01% 0.87%

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