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
202515.0712.97-2.09
168
0.020.00-0.02
202615.2613.08-2.18
149
0.020.00-0.02
202715.4113.10-2.31
131
0.020.00-0.02
202815.5813.13-2.45
113
0.020.00-0.02
202915.7413.16-2.58
95
0.020.00-0.02
203015.9013.19-2.71
77
0.020.00-0.02
203116.0313.21-2.81
60
0.020.00-0.02
203216.1713.24-2.93
42
0.020.00-0.02
203316.2913.25-3.04
24
0.020.00-0.02
203416.4113.26-3.15
6
0.020.00-0.02
203516.5013.27-3.23
----
0.020.00-0.02
203616.5813.28-3.30
----
0.020.00-0.02
203716.6613.28-3.37
----
0.020.00-0.02
203816.7213.29-3.43
----
0.020.00-0.02
203916.7713.29-3.47
----
0.020.00-0.02
204016.8013.30-3.50
----
0.020.00-0.02
204116.8313.30-3.52
----
0.020.00-0.02
204216.8413.30-3.53
----
0.020.00-0.02
204316.8513.30-3.54
----
0.020.00-0.02
204416.8613.31-3.56
----
0.020.00-0.02
204516.8813.31-3.57
----
0.020.00-0.02
204616.9013.31-3.59
----
0.020.00-0.02
204716.9213.31-3.61
----
0.020.00-0.02
204816.9413.32-3.63
----
0.020.00-0.02
204916.9713.32-3.65
----
0.020.00-0.02
205017.0013.32-3.68
----
0.020.00-0.02
205117.0313.33-3.71
----
0.020.00-0.02
205217.0813.33-3.75
----
0.020.00-0.01
205317.1213.33-3.79
----
0.020.00-0.01
205417.1813.34-3.84
----
0.020.00-0.01
205517.2513.34-3.90
----
0.010.00-0.01
205617.3213.35-3.97
----
0.010.00-0.01
205717.3913.35-4.04
----
0.010.00-0.01
205817.4713.36-4.11
----
0.010.00-0.01
205917.5513.37-4.18
----
0.010.00-0.01
206017.6313.37-4.26
----
0.010.00-0.01
206117.7013.38-4.32
----
0.010.00-0.01
206217.7713.39-4.39
----
0.010.00-0.01
206317.8413.39-4.45
----
0.010.00-0.01
206417.9013.40-4.50
----
0.010.00-0.01
206517.9613.40-4.56
----
0.010.00-0.01
206618.0213.41-4.61
----
0.010.00-0.01
206718.0713.41-4.66
----
0.010.00-0.01
206818.1313.41-4.71
----
0.010.00-0.01
206918.1913.42-4.77
----
0.010.00-0.01
207018.2413.42-4.82
----
0.010.00-0.01
207118.3013.43-4.87
----
0.010.00-0.01
207218.3513.43-4.91
----
0.010.00-0.01
207318.4013.44-4.96
----
0.010.00-0.01
207418.4413.44-5.00
----
0.010.00-0.01
207518.4813.44-5.03
----
0.010.00-0.01
207618.5013.45-5.05
----
0.010.00-0.01
207718.5113.45-5.07
----
0.010.00-0.01
207818.5213.45-5.07
----
0.010.00-0.01
207918.5013.45-5.05
----
0.010.00-0.01
208018.4813.45-5.03
----
0.010.00-0.01
208118.4513.45-5.00
----
0.010.00-0.01
208218.4113.44-4.96
----
0.010.00-0.01
208318.3613.44-4.92
----
0.010.00-0.01
208418.3013.44-4.86
----
0.010.00-0.01
208518.2413.43-4.80
----
0.010.00-0.01
208618.1713.43-4.74
----
0.010.00-0.01
208718.1013.43-4.68
----
0.010.00-0.01
208818.0313.42-4.61
----
0.010.00-0.01
208917.9613.42-4.55
----
0.010.00-0.01
209017.9013.41-4.49
----
0.010.00-0.01
209117.8513.41-4.44
----
0.010.00-0.01
209217.8113.41-4.40
----
0.010.00-0.01
209317.7813.41-4.38
----
0.010.00-0.01
209417.7613.40-4.36
----
0.010.00-0.01
209517.7613.40-4.35
----
0.010.00-0.01
209617.7513.40-4.35
----
0.010.00-0.01
209717.7613.41-4.36
----
0.010.00-0.01
209817.7813.41-4.38
----
0.010.00-0.01

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 17.40% 13.78% -3.62% 2034 0.02% 0.00% -0.01%

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