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
202414.8912.89-2.00
187
0.020.00-0.02
202515.0712.97-2.09
167
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
59
0.020.00-0.02
203216.1713.24-2.93
42
0.020.00-0.02
203316.2913.25-3.04
24
0.030.00-0.02
203416.4113.26-3.15
5
0.030.00-0.02
203516.5013.27-3.24
----
0.030.00-0.02
203616.5813.28-3.31
----
0.030.00-0.02
203716.6613.28-3.38
----
0.030.00-0.03
203816.7213.29-3.43
----
0.030.00-0.03
203916.7713.29-3.48
----
0.030.00-0.03
204016.8113.30-3.51
----
0.030.00-0.03
204116.8313.30-3.53
----
0.030.00-0.03
204216.8513.30-3.54
----
0.030.00-0.03
204316.8613.31-3.55
----
0.030.00-0.03
204416.8713.31-3.57
----
0.030.00-0.03
204516.8913.31-3.58
----
0.030.00-0.03
204616.9113.31-3.60
----
0.030.00-0.03
204716.9313.31-3.62
----
0.030.00-0.03
204816.9613.32-3.64
----
0.030.00-0.03
204916.9813.32-3.66
----
0.030.00-0.03
205017.0213.32-3.69
----
0.030.00-0.03
205117.0513.33-3.72
----
0.030.00-0.03
205217.0913.33-3.76
----
0.030.00-0.03
205317.1413.33-3.80
----
0.030.00-0.03
205417.1913.34-3.86
----
0.030.00-0.03
205517.2613.34-3.92
----
0.030.00-0.03
205617.3313.35-3.98
----
0.030.00-0.03
205717.4113.36-4.05
----
0.030.00-0.03
205817.4913.36-4.12
----
0.030.00-0.03
205917.5713.37-4.20
----
0.030.00-0.03
206017.6513.38-4.27
----
0.030.00-0.03
206117.7213.38-4.34
----
0.030.00-0.03
206217.7913.39-4.40
----
0.030.00-0.03
206317.8513.39-4.46
----
0.030.00-0.03
206417.9113.40-4.52
----
0.030.00-0.03
206517.9713.40-4.57
----
0.030.00-0.03
206618.0313.41-4.63
----
0.030.00-0.03
206718.0913.41-4.68
----
0.030.00-0.03
206818.1413.42-4.73
----
0.030.00-0.03
206918.2013.42-4.78
----
0.030.00-0.03
207018.2613.42-4.83
----
0.030.00-0.03
207118.3113.43-4.88
----
0.030.00-0.03
207218.3613.43-4.93
----
0.030.00-0.03
207318.4113.44-4.97
----
0.030.00-0.03
207418.4613.44-5.01
----
0.030.00-0.03
207518.4913.44-5.05
----
0.030.00-0.03
207618.5213.45-5.07
----
0.030.00-0.03
207718.5313.45-5.08
----
0.030.00-0.03
207818.5313.45-5.08
----
0.030.00-0.03
207918.5213.45-5.07
----
0.030.00-0.03
208018.5013.45-5.05
----
0.030.00-0.03
208118.4613.45-5.02
----
0.030.00-0.03
208218.4213.44-4.98
----
0.030.00-0.03
208318.3713.44-4.93
----
0.030.00-0.03
208418.3213.44-4.88
----
0.030.00-0.03
208518.2613.44-4.82
----
0.030.00-0.03
208618.1913.43-4.76
----
0.030.00-0.03
208718.1213.43-4.69
----
0.030.00-0.03
208818.0513.42-4.63
----
0.030.00-0.03
208917.9813.42-4.56
----
0.030.00-0.03
209017.9213.41-4.51
----
0.030.00-0.03
209117.8713.41-4.46
----
0.030.00-0.03
209217.8313.41-4.42
----
0.030.00-0.03
209317.8013.41-4.39
----
0.030.00-0.03
209417.7813.41-4.38
----
0.030.00-0.03
209517.7713.41-4.37
----
0.030.00-0.03
209617.7713.41-4.37
----
0.030.00-0.03
209717.7813.41-4.37
----
0.030.00-0.03
209817.8013.41-4.39
----
0.030.00-0.03

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 17.41% 13.78% -3.63% 2034 0.03% 0.00% -0.03%

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