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
203015.8713.18-2.69
78
0.000.00-0.00
203116.0113.21-2.80
60
0.010.00-0.01
203216.1613.24-2.92
43
0.010.00-0.01
203316.2913.25-3.04
25
0.020.00-0.02
203416.4113.26-3.15
7
0.020.00-0.02
203516.5113.27-3.24
----
0.030.00-0.03
203616.5913.28-3.32
----
0.040.00-0.04
203716.6813.28-3.40
----
0.040.00-0.04
203816.7513.29-3.46
----
0.050.00-0.05
203916.8013.29-3.51
----
0.060.00-0.06
204016.8513.30-3.55
----
0.060.00-0.06
204116.8813.30-3.57
----
0.070.00-0.07
204216.9013.30-3.59
----
0.080.00-0.08
204316.9113.31-3.61
----
0.080.00-0.08
204416.9413.31-3.63
----
0.090.00-0.09
204516.9613.31-3.65
----
0.100.00-0.09
204616.9813.31-3.67
----
0.100.00-0.10
204717.0113.32-3.70
----
0.110.00-0.11
204817.0413.32-3.72
----
0.120.00-0.11
204917.0813.32-3.75
----
0.120.00-0.12
205017.1113.33-3.79
----
0.130.00-0.12
205117.1513.33-3.82
----
0.130.01-0.13
205217.2013.33-3.86
----
0.140.01-0.13
205317.2513.34-3.91
----
0.140.01-0.14
205417.3113.34-3.97
----
0.150.01-0.14
205517.3913.35-4.04
----
0.150.01-0.15
205617.4613.35-4.11
----
0.160.01-0.15
205717.5413.36-4.18
----
0.160.01-0.16
205817.6313.37-4.26
----
0.170.01-0.16
205917.7113.37-4.34
----
0.170.01-0.16
206017.7913.38-4.41
----
0.180.01-0.17
206117.8713.39-4.48
----
0.180.01-0.17
206217.9413.39-4.55
----
0.180.01-0.18
206318.0113.40-4.61
----
0.190.01-0.18
206418.0713.40-4.67
----
0.190.01-0.18
206518.1413.41-4.73
----
0.190.01-0.18
206618.2013.41-4.78
----
0.190.01-0.19
206718.2613.42-4.84
----
0.200.01-0.19
206818.3113.42-4.89
----
0.200.01-0.19
206918.3713.43-4.95
----
0.200.01-0.19
207018.4313.43-5.00
----
0.200.01-0.19
207118.4913.44-5.05
----
0.200.01-0.19
207218.5413.44-5.10
----
0.210.01-0.20
207318.5913.45-5.14
----
0.210.01-0.20
207418.6413.45-5.19
----
0.210.01-0.20
207518.6713.45-5.22
----
0.210.01-0.20
207618.7013.46-5.24
----
0.210.01-0.20
207718.7113.46-5.26
----
0.210.01-0.20
207818.7113.46-5.26
----
0.210.01-0.20
207918.7013.46-5.24
----
0.210.01-0.20
208018.6813.46-5.22
----
0.210.01-0.20
208118.6513.45-5.19
----
0.210.01-0.20
208218.6013.45-5.15
----
0.210.01-0.20
208318.5613.45-5.11
----
0.210.01-0.20
208418.5013.45-5.05
----
0.210.01-0.20
208518.4413.44-4.99
----
0.210.01-0.20
208618.3713.44-4.93
----
0.210.01-0.20
208718.3013.44-4.87
----
0.210.01-0.20
208818.2313.43-4.80
----
0.210.01-0.20
208918.1613.43-4.74
----
0.210.01-0.20
209018.1013.42-4.68
----
0.210.01-0.20
209118.0513.42-4.63
----
0.210.01-0.20
209218.0113.42-4.59
----
0.210.01-0.20
209317.9813.41-4.57
----
0.210.01-0.20
209417.9613.41-4.55
----
0.210.01-0.20
209517.9513.41-4.54
----
0.210.01-0.20
209617.9513.41-4.54
----
0.210.01-0.20
209717.9613.41-4.55
----
0.210.01-0.20
209817.9813.42-4.56
----
0.210.01-0.20

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 17.51% 13.78% -3.73% 2034 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.