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
202615.1613.08-2.08
150
-0.08-0.000.07
202715.2313.09-2.14
133
-0.15-0.010.15
202815.3213.12-2.21
117
-0.23-0.010.22
202915.4113.15-2.27
101
-0.30-0.020.29
203015.4913.17-2.33
85
-0.38-0.020.36
203115.5513.19-2.36
69
-0.45-0.020.43
203215.6213.21-2.41
53
-0.52-0.030.49
203315.6813.22-2.46
38
-0.59-0.030.56
203415.7213.22-2.50
23
-0.66-0.040.62
203515.7613.23-2.53
7
-0.72-0.040.68
203615.7713.23-2.54
----
-0.78-0.040.74
203715.7913.23-2.56
----
-0.84-0.050.79
203815.8013.24-2.56
----
-0.90-0.050.85
203915.8013.24-2.56
----
-0.95-0.050.89
204015.7813.24-2.54
----
-1.00-0.060.94
204115.7613.24-2.52
----
-1.04-0.060.98
204215.7313.24-2.49
----
-1.08-0.061.02
204315.7113.24-2.47
----
-1.12-0.061.06
204415.6913.24-2.45
----
-1.16-0.071.09
204515.6713.24-2.43
----
-1.19-0.071.12
204615.6613.24-2.42
----
-1.22-0.071.15
204715.6513.24-2.41
----
-1.25-0.071.18
204815.6513.24-2.40
----
-1.28-0.071.21
204915.6513.24-2.41
----
-1.31-0.081.23
205015.6613.24-2.41
----
-1.33-0.081.25
205115.6713.25-2.42
----
-1.35-0.081.27
205215.6813.25-2.44
----
-1.37-0.081.29
205315.7113.25-2.46
----
-1.40-0.081.31
205415.7513.25-2.49
----
-1.42-0.081.33
205515.7913.26-2.53
----
-1.44-0.081.35
205615.8413.26-2.58
----
-1.46-0.091.37
205715.9013.27-2.63
----
-1.48-0.091.39
205815.9613.27-2.68
----
-1.50-0.091.42
205916.0113.28-2.74
----
-1.53-0.091.44
206016.0713.28-2.79
----
-1.55-0.091.46
206116.1213.29-2.83
----
-1.57-0.091.48
206216.1613.29-2.87
----
-1.60-0.091.50
206316.2013.29-2.91
----
-1.62-0.101.53
206416.2413.30-2.94
----
-1.65-0.101.55
206516.2713.30-2.97
----
-1.67-0.101.57
206616.3013.30-3.00
----
-1.70-0.101.60
206716.3313.31-3.03
----
-1.73-0.101.62
206816.3613.31-3.05
----
-1.75-0.101.65
206916.3913.31-3.08
----
-1.78-0.111.67
207016.4213.32-3.11
----
-1.81-0.111.70
207116.4513.32-3.13
----
-1.83-0.111.73
207216.4713.32-3.15
----
-1.86-0.111.75
207316.4913.32-3.17
----
-1.89-0.111.78
207416.5113.33-3.19
----
-1.92-0.111.80
207516.5213.33-3.20
----
-1.94-0.121.83
207616.5213.33-3.19
----
-1.97-0.121.85
207716.5113.33-3.18
----
-1.99-0.121.87
207816.4913.33-3.16
----
-2.02-0.121.89
207916.4513.33-3.13
----
-2.04-0.121.92
208016.4013.32-3.08
----
-2.06-0.121.94
208116.3513.32-3.03
----
-2.08-0.131.96
208216.2913.32-2.97
----
-2.10-0.131.98
208316.2213.31-2.91
----
-2.12-0.132.00
208416.1513.31-2.84
----
-2.14-0.132.01
208516.0713.30-2.76
----
-2.16-0.132.03
208615.9813.30-2.69
----
-2.18-0.132.04
208715.9013.29-2.60
----
-2.19-0.132.06
208815.8113.29-2.52
----
-2.21-0.132.07
208915.7313.28-2.45
----
-2.22-0.132.09
209015.6613.28-2.38
----
-2.24-0.132.10
209115.5913.27-2.31
----
-2.25-0.142.12
209215.5313.27-2.26
----
-2.27-0.142.13
209315.4913.27-2.22
----
-2.28-0.142.15
209415.4513.27-2.19
----
-2.30-0.142.16
209515.4313.26-2.16
----
-2.32-0.142.18
209615.4113.26-2.15
----
-2.33-0.142.19
209715.4013.26-2.14
----
-2.35-0.142.21
209815.4013.26-2.14
----
-2.37-0.142.23

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 15.99% 13.70% -2.30% 2035 -1.39% -0.08% 1.31%

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