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
202515.0512.97-2.08
168
0.010.00-0.01
202615.2613.08-2.17
149
0.020.00-0.02
202715.4113.10-2.32
131
0.030.00-0.03
202815.6013.13-2.47
113
0.040.00-0.04
202915.7713.16-2.61
95
0.060.00-0.05
203015.9413.19-2.75
77
0.070.00-0.07
203116.0813.22-2.87
59
0.080.00-0.08
203216.2413.24-3.00
41
0.090.00-0.09
203316.3713.25-3.12
22
0.100.00-0.10
203416.5013.26-3.24
4
0.120.00-0.11
203516.6113.27-3.34
----
0.130.01-0.12
203616.7013.28-3.42
----
0.140.01-0.14
203716.7913.29-3.50
----
0.150.01-0.15
203816.8613.29-3.56
----
0.160.01-0.16
203916.9213.30-3.62
----
0.170.01-0.17
204016.9613.30-3.66
----
0.180.01-0.17
204117.0013.31-3.69
----
0.190.01-0.18
204217.0213.31-3.71
----
0.200.01-0.19
204317.0413.31-3.73
----
0.210.01-0.20
204417.0613.32-3.75
----
0.220.01-0.21
204517.0913.32-3.77
----
0.230.01-0.22
204617.1113.32-3.79
----
0.230.01-0.22
204717.1413.32-3.82
----
0.240.01-0.23
204817.1813.33-3.85
----
0.250.01-0.24
204917.2113.33-3.88
----
0.260.01-0.24
205017.2513.33-3.92
----
0.260.01-0.25
205117.2913.34-3.95
----
0.270.01-0.26
205217.3413.34-3.99
----
0.280.01-0.26
205317.3913.35-4.04
----
0.280.01-0.27
205417.4513.35-4.10
----
0.290.01-0.27
205517.5213.36-4.17
----
0.290.01-0.28
205617.6013.36-4.24
----
0.300.01-0.28
205717.6813.37-4.31
----
0.300.01-0.29
205817.7613.38-4.39
----
0.300.01-0.29
205917.8513.38-4.46
----
0.310.02-0.29
206017.9313.39-4.54
----
0.310.02-0.29
206118.0013.40-4.61
----
0.310.02-0.30
206218.0713.40-4.67
----
0.310.02-0.30
206318.1413.41-4.73
----
0.320.02-0.30
206418.2013.41-4.79
----
0.320.02-0.30
206518.2713.42-4.85
----
0.320.02-0.30
206618.3313.42-4.90
----
0.320.02-0.31
206718.3813.43-4.96
----
0.320.02-0.31
206818.4413.43-5.01
----
0.320.02-0.31
206918.5013.44-5.06
----
0.330.02-0.31
207018.5613.44-5.12
----
0.330.02-0.31
207118.6113.44-5.17
----
0.330.02-0.31
207218.6613.45-5.22
----
0.330.02-0.31
207318.7113.45-5.26
----
0.330.02-0.31
207418.7613.46-5.30
----
0.330.02-0.31
207518.8013.46-5.34
----
0.330.02-0.32
207618.8213.46-5.36
----
0.330.02-0.32
207718.8413.46-5.37
----
0.330.02-0.32
207818.8413.47-5.37
----
0.330.02-0.32
207918.8213.46-5.36
----
0.330.02-0.32
208018.8013.46-5.34
----
0.330.02-0.32
208118.7713.46-5.30
----
0.330.02-0.32
208218.7313.46-5.27
----
0.330.02-0.31
208318.6813.46-5.22
----
0.330.02-0.31
208418.6213.45-5.16
----
0.330.02-0.31
208518.5613.45-5.11
----
0.330.02-0.31
208618.4913.45-5.04
----
0.330.02-0.31
208718.4213.44-4.98
----
0.330.02-0.31
208818.3513.44-4.91
----
0.330.02-0.31
208918.2813.43-4.85
----
0.330.02-0.31
209018.2213.43-4.79
----
0.330.02-0.31
209118.1713.43-4.74
----
0.320.02-0.31
209218.1213.42-4.70
----
0.320.02-0.31
209318.1013.42-4.67
----
0.320.02-0.31
209418.0813.42-4.66
----
0.320.02-0.31
209518.0713.42-4.65
----
0.320.02-0.31
209618.0713.42-4.65
----
0.320.02-0.31
209718.0813.42-4.66
----
0.320.02-0.31
209818.1013.42-4.67
----
0.320.02-0.31

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 17.63% 13.79% -3.84% 2034 0.24% 0.01% -0.23%

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