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
202515.1512.80-2.35
169
0.000.000.00
202615.2913.03-2.25
149
0.000.000.00
202715.4813.08-2.39
131
0.000.000.00
202815.5913.36-2.23
113
0.000.250.25
202915.6913.65-2.04
97
0.000.510.51
203015.8013.92-1.88
83
0.000.760.76
203115.9214.20-1.71
70
0.001.021.02
203216.0114.47-1.54
58
0.011.271.26
203315.9814.76-1.21
49
-0.091.521.61
203416.1415.03-1.11
41
-0.001.771.77
203516.2415.29-0.95
34
0.012.012.01
203616.3415.54-0.80
28
0.012.262.24
203716.4415.79-0.64
24
0.022.502.48
203816.5215.81-0.71
20
0.032.512.48
203916.5915.82-0.77
16
0.042.512.47
204016.6515.83-0.82
11
0.052.512.47
204116.7015.84-0.87
7
0.062.522.46
204216.7515.84-0.90
1
0.072.522.45
204316.7915.85-0.94

0.082.522.44
204416.8315.85-0.98

0.092.522.43
204516.8815.86-1.02

0.102.522.42
204616.9215.87-1.05

0.122.532.41
204716.9715.87-1.09

0.132.532.40
204817.0215.88-1.14

0.142.532.39
204917.0815.89-1.19

0.162.532.38
205017.1415.89-1.25

0.172.542.37
205117.2115.90-1.31

0.182.542.35
205217.2815.91-1.37

0.202.542.34
205317.3615.92-1.44

0.212.542.33
205417.4515.92-1.52

0.232.552.32
205517.5415.93-1.61

0.242.552.31
205617.6415.94-1.70

0.262.552.29
205717.7515.95-1.79

0.272.552.28
205817.8615.96-1.89

0.282.552.27
205917.9615.97-1.99

0.302.562.26
206018.0515.98-2.07

0.312.562.25
206118.1415.99-2.15

0.322.562.24
206218.2316.00-2.23

0.342.562.23
206318.3116.01-2.30

0.352.572.22
206418.3916.02-2.37

0.362.572.21
206518.4716.02-2.45

0.372.572.20
206618.5516.03-2.52

0.382.572.19
206718.6316.04-2.59

0.392.572.18
206818.7116.05-2.67

0.402.572.17
206918.7916.05-2.74

0.412.582.16
207018.8816.06-2.82

0.422.582.15
207118.9616.07-2.89

0.432.582.15
207219.0416.08-2.96

0.442.582.14
207319.1216.08-3.03

0.442.582.14
207419.1916.09-3.10

0.452.582.13
207519.2616.10-3.16

0.452.582.13
207619.3116.10-3.21

0.462.592.13
207719.3616.11-3.25

0.462.592.12
207819.3916.11-3.28

0.462.592.12
207919.4116.11-3.30

0.472.592.12
208019.4316.12-3.31

0.472.592.12
208119.4316.12-3.31

0.472.592.12
208219.4216.12-3.30

0.472.592.12
208319.4116.12-3.29

0.472.592.12
208419.3816.12-3.26

0.472.592.12
208519.3416.12-3.22

0.472.592.12
208619.2916.11-3.18

0.472.592.12
208719.2316.11-3.12

0.472.592.12
208819.1716.11-3.06

0.472.592.12
208919.1116.10-3.00

0.472.592.13
209019.0416.10-2.94

0.462.592.13
209118.9816.10-2.88

0.462.592.13
209218.9216.09-2.83

0.462.592.13
209318.8816.09-2.79

0.462.592.13
209418.8416.09-2.75

0.462.592.14
209518.8116.09-2.73

0.462.592.14
209618.8016.09-2.71

0.452.592.14
209718.7816.09-2.70

0.452.592.14
209818.7816.09-2.69

0.452.592.14
209918.7916.09-2.70

0.452.592.14
210018.8116.09-2.71

0.452.602.14

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
2025-2099 17.86% 16.04% -1.82% 2042 0.25% 2.25% 2.00%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2025 Trustees Report.