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
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.21-2.79
60
0.000.000.00
203216.1513.24-2.91
43
0.000.00-0.00
203316.2713.25-3.02
25
0.000.00-0.00
203416.3813.26-3.13
7
0.000.00-0.00
203516.4813.27-3.21
----
0.000.00-0.00
203616.5613.27-3.29
----
0.000.00-0.00
203716.6413.28-3.36
----
0.010.00-0.01
203816.7013.29-3.42
----
0.010.00-0.01
203916.7613.29-3.46
----
0.010.00-0.01
204016.7913.30-3.49
----
0.010.00-0.01
204116.8113.30-3.51
----
0.010.00-0.01
204216.8313.30-3.53
----
0.010.00-0.01
204316.8413.30-3.54
----
0.010.00-0.01
204416.8613.31-3.55
----
0.010.00-0.01
204516.8713.31-3.56
----
0.010.00-0.01
204616.8913.31-3.58
----
0.010.00-0.01
204716.9113.31-3.60
----
0.010.00-0.01
204816.9413.32-3.62
----
0.010.00-0.01
204916.9613.32-3.65
----
0.010.00-0.01
205017.0013.32-3.67
----
0.010.00-0.01
205117.0313.32-3.70
----
0.010.00-0.01
205217.0713.33-3.74
----
0.010.00-0.01
205317.1213.33-3.79
----
0.010.00-0.01
205417.1813.34-3.84
----
0.010.00-0.01
205517.2413.34-3.90
----
0.010.00-0.01
205617.3113.35-3.97
----
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
206017.6313.37-4.25
----
0.010.00-0.01
206117.7013.38-4.32
----
0.010.00-0.01
206217.7713.39-4.38
----
0.010.00-0.01
206317.8313.39-4.44
----
0.010.00-0.01
206417.8913.40-4.50
----
0.010.00-0.01
206517.9513.40-4.55
----
0.010.00-0.01
206618.0113.41-4.61
----
0.010.00-0.01
206718.0713.41-4.66
----
0.010.00-0.01
206818.1213.41-4.71
----
0.010.00-0.01
206918.1813.42-4.76
----
0.010.00-0.01
207018.2413.42-4.81
----
0.010.00-0.00
207118.2913.43-4.86
----
0.000.00-0.00
207218.3413.43-4.91
----
0.000.00-0.00
207318.3913.44-4.95
----
0.000.00-0.00
207418.4313.44-4.99
----
0.000.00-0.00
207518.4713.44-5.02
----
0.000.00-0.00
207618.4913.45-5.05
----
0.000.00-0.00
207718.5013.45-5.06
----
0.000.00-0.00
207818.5013.45-5.06
----
0.000.00-0.00
207918.4913.45-5.04
----
0.000.00-0.00
208018.4713.45-5.02
----
0.000.00-0.00
208118.4313.45-4.99
----
0.000.00-0.00
208218.3913.44-4.95
----
0.000.00-0.00
208318.3513.44-4.90
----
0.000.00-0.00
208418.2913.44-4.85
----
0.000.00-0.00
208518.2313.43-4.79
----
0.000.00-0.00
208618.1613.43-4.73
----
0.000.00-0.00
208718.0913.43-4.66
----
0.000.00-0.00
208818.0213.42-4.60
----
0.000.00-0.00
208917.9513.42-4.54
----
0.000.00-0.00
209017.8913.41-4.48
----
0.000.00-0.00
209117.8413.41-4.43
----
0.000.00-0.00
209217.8013.41-4.39
----
0.000.00-0.00
209317.7713.41-4.37
----
0.000.00-0.00
209417.7513.40-4.35
----
0.000.00-0.00
209517.7413.40-4.34
----
0.000.00-0.00
209617.7413.40-4.34
----
0.000.00-0.00
209717.7513.40-4.35
----
0.000.00-0.00
209817.7713.41-4.37
----
0.000.00-0.00

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 17.39% 13.78% -3.61% 2034 0.00% 0.00% -0.00%

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