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
0.000.00-0.00
202515.0512.97-2.07
168
0.000.00-0.00
202615.2413.08-2.16
149
0.010.00-0.01
202715.3913.10-2.30
131
0.010.00-0.01
202815.5713.13-2.44
113
0.020.00-0.02
202915.7413.16-2.58
96
0.020.00-0.02
203015.9013.19-2.71
78
0.030.00-0.03
203116.0313.21-2.82
60
0.030.00-0.03
203216.1813.24-2.94
42
0.030.00-0.03
203316.3113.25-3.06
24
0.040.00-0.04
203416.4313.26-3.17
6
0.040.00-0.04
203516.5213.27-3.26
----
0.050.00-0.05
203616.6113.28-3.33
----
0.050.00-0.05
203716.6913.28-3.41
----
0.050.00-0.05
203816.7513.29-3.46
----
0.060.00-0.06
203916.8113.30-3.51
----
0.060.00-0.06
204016.8513.30-3.55
----
0.070.00-0.06
204116.8713.30-3.57
----
0.070.00-0.07
204216.8913.30-3.59
----
0.070.00-0.07
204316.9113.31-3.60
----
0.080.00-0.07
204416.9313.31-3.62
----
0.080.00-0.08
204516.9513.31-3.63
----
0.080.00-0.08
204616.9713.31-3.65
----
0.090.00-0.08
204716.9913.32-3.68
----
0.090.00-0.09
204817.0213.32-3.70
----
0.090.00-0.09
204917.0513.32-3.73
----
0.100.00-0.09
205017.0913.32-3.76
----
0.100.00-0.10
205117.1213.33-3.79
----
0.100.00-0.10
205217.1613.33-3.83
----
0.110.00-0.10
205317.2213.34-3.88
----
0.110.00-0.10
205417.2813.34-3.93
----
0.110.00-0.11
205517.3413.35-4.00
----
0.110.00-0.11
205617.4213.35-4.07
----
0.120.00-0.11
205717.5013.36-4.14
----
0.120.00-0.11
205817.5813.37-4.21
----
0.120.00-0.12
205917.6613.37-4.29
----
0.120.00-0.12
206017.7413.38-4.36
----
0.120.01-0.12
206117.8213.38-4.43
----
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
----
0.130.01-0.13
206618.1413.41-4.73
----
0.130.01-0.13
206718.1913.42-4.78
----
0.130.01-0.13
206818.2513.42-4.83
----
0.140.01-0.13
206918.3113.42-4.89
----
0.140.01-0.13
207018.3713.43-4.94
----
0.140.01-0.13
207118.4213.43-4.99
----
0.140.01-0.13
207218.4713.44-5.03
----
0.140.01-0.13
207318.5213.44-5.08
----
0.140.01-0.13
207418.5713.45-5.12
----
0.140.01-0.13
207518.6013.45-5.16
----
0.140.01-0.13
207618.6313.45-5.18
----
0.140.01-0.13
207718.6413.45-5.19
----
0.140.01-0.13
207818.6513.45-5.19
----
0.140.01-0.14
207918.6313.45-5.18
----
0.140.01-0.14
208018.6113.45-5.16
----
0.140.01-0.14
208118.5813.45-5.12
----
0.140.01-0.14
208218.5413.45-5.09
----
0.140.01-0.14
208318.4913.45-5.04
----
0.140.01-0.14
208418.4313.44-4.99
----
0.140.01-0.14
208518.3713.44-4.93
----
0.140.01-0.14
208618.3013.44-4.87
----
0.140.01-0.13
208718.2313.43-4.80
----
0.140.01-0.13
208818.1613.43-4.73
----
0.140.01-0.13
208918.0913.42-4.67
----
0.140.01-0.13
209018.0313.42-4.61
----
0.140.01-0.13
209117.9813.42-4.57
----
0.140.01-0.13
209217.9413.41-4.53
----
0.140.01-0.13
209317.9113.41-4.50
----
0.140.01-0.13
209417.8913.41-4.48
----
0.140.01-0.13
209517.8813.41-4.47
----
0.140.01-0.13
209617.8813.41-4.47
----
0.140.01-0.13
209717.8913.41-4.48
----
0.140.01-0.13
209817.9113.41-4.50
----
0.140.01-0.13

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 17.48% 13.78% -3.70% 2034 0.10% 0.00% -0.09%

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