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
-0.090.010.10
202715.2513.10-2.15
134
-0.130.010.14
202815.3913.14-2.25
117
-0.160.010.17
202915.5213.17-2.35
100
-0.200.010.21
203015.6313.20-2.44
84
-0.240.010.25
203115.7113.23-2.48
67
-0.290.010.31
203215.7713.25-2.52
51
-0.370.010.39
203315.8113.26-2.55
35
-0.460.010.47
203415.8413.27-2.57
20
-0.550.010.56
203515.8413.27-2.57
4
-0.640.010.64
203615.8113.27-2.53
----
-0.75-0.000.75
203715.7913.28-2.51
----
-0.85-0.010.84
203815.7713.28-2.49
----
-0.93-0.010.92
203915.7513.28-2.47
----
-1.00-0.010.99
204015.7213.28-2.44
----
-1.06-0.021.05
204115.7013.28-2.41
----
-1.11-0.021.09
204215.6613.28-2.38
----
-1.15-0.021.13
204315.6313.28-2.35
----
-1.20-0.021.18
204415.6013.28-2.32
----
-1.25-0.021.22
204515.5713.28-2.29
----
-1.29-0.031.27
204615.5413.28-2.26
----
-1.34-0.031.31
204715.5213.28-2.24
----
-1.39-0.031.35
204815.4913.28-2.21
----
-1.43-0.031.40
204915.4713.28-2.19
----
-1.48-0.041.45
205015.4513.28-2.17
----
-1.53-0.041.50
205115.4313.28-2.15
----
-1.59-0.041.55
205215.4213.29-2.14
----
-1.64-0.041.59
205315.4213.29-2.14
----
-1.69-0.041.64
205415.4313.29-2.14
----
-1.73-0.051.69
205515.4513.29-2.16
----
-1.78-0.051.73
205615.4713.30-2.18
----
-1.83-0.051.78
205715.5113.30-2.21
----
-1.87-0.051.82
205815.5513.30-2.24
----
-1.91-0.061.86
205915.5913.31-2.28
----
-1.95-0.061.89
206015.6413.31-2.32
----
-1.98-0.061.92
206115.6913.32-2.37
----
-2.00-0.061.94
206215.7313.32-2.41
----
-2.03-0.061.97
206315.7613.32-2.44
----
-2.06-0.072.00
206415.7913.33-2.46
----
-2.09-0.072.03
206515.8213.33-2.49
----
-2.13-0.072.06
206615.8413.33-2.51
----
-2.16-0.072.09
206715.8613.33-2.53
----
-2.20-0.082.12
206815.8813.34-2.54
----
-2.24-0.082.16
206915.9013.34-2.56
----
-2.27-0.082.19
207015.9213.34-2.58
----
-2.31-0.082.23
207115.9313.34-2.59
----
-2.35-0.082.27
207215.9413.35-2.60
----
-2.39-0.082.30
207315.9613.35-2.61
----
-2.43-0.092.34
207415.9713.35-2.62
----
-2.46-0.092.37
207515.9713.35-2.62
----
-2.50-0.092.41
207615.9513.35-2.60
----
-2.53-0.092.44
207715.9413.35-2.58
----
-2.57-0.102.47
207815.9113.35-2.56
----
-2.60-0.102.50
207915.8713.35-2.52
----
-2.62-0.102.52
208015.8213.34-2.48
----
-2.64-0.102.54
208115.7713.34-2.43
----
-2.66-0.112.56
208215.7113.34-2.38
----
-2.68-0.112.57
208315.6513.33-2.32
----
-2.70-0.112.59
208415.5813.33-2.25
----
-2.71-0.112.60
208515.5013.32-2.18
----
-2.72-0.112.61
208615.4113.32-2.10
----
-2.75-0.112.63
208715.3313.31-2.02
----
-2.76-0.122.64
208815.2513.30-1.95
----
-2.77-0.122.65
208915.1813.30-1.88
----
-2.78-0.122.66
209015.0813.30-1.79
----
-2.81-0.122.69
209115.0213.30-1.73
----
-2.82-0.112.70
209214.9813.30-1.68
----
-2.82-0.112.71
209314.9413.30-1.64
----
-2.83-0.112.72
209414.9113.29-1.62
----
-2.84-0.112.73
209514.8913.29-1.60
----
-2.86-0.112.74
209614.8813.28-1.59
----
-2.87-0.122.75
209714.8713.28-1.59
----
-2.89-0.132.76
209814.8613.27-1.59
----
-2.91-0.142.77

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 15.71% 13.73% -1.99% 2035 -1.67% -0.05% 1.62%

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