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
202815.5913.11-2.48
113
0.000.00-0.00
202915.6913.14-2.55
95
0.000.000.00
203015.8013.16-2.64
78
0.000.000.00
203115.9113.18-2.73
60
0.000.000.00
203216.0113.20-2.80
43
0.000.00-0.00
203316.0813.24-2.83
26
0.010.00-0.01
203416.1613.27-2.89
8
0.010.00-0.01
203516.2513.28-2.97

0.020.00-0.01
203616.3413.29-3.06

0.020.00-0.02
203716.4413.30-3.14

0.020.00-0.02
203816.5213.30-3.21

0.030.00-0.03
203916.5813.31-3.27

0.030.00-0.03
204016.6413.32-3.32

0.040.00-0.03
204116.6913.32-3.36

0.040.00-0.04
204216.7213.33-3.39

0.050.00-0.04
204316.7613.33-3.43

0.050.00-0.05
204416.8013.33-3.46

0.050.00-0.05
204516.8313.34-3.49

0.060.00-0.05
204616.8713.34-3.52

0.060.00-0.06
204716.9013.35-3.56

0.070.00-0.06
204816.9513.35-3.60

0.070.00-0.07
204917.0013.36-3.64

0.070.00-0.07
205017.0513.36-3.69

0.080.00-0.07
205117.1013.37-3.74

0.080.00-0.08
205217.1613.37-3.79

0.080.01-0.08
205317.2313.38-3.86

0.090.01-0.08
205417.3113.38-3.92

0.090.01-0.09
205517.3913.39-4.00

0.090.01-0.09
205617.4813.40-4.08

0.090.01-0.09
205717.5713.41-4.16

0.090.01-0.09
205817.6613.41-4.25

0.090.01-0.09
205917.7513.42-4.33

0.090.01-0.08
206017.8313.43-4.40

0.090.01-0.08
206117.9113.44-4.47

0.090.01-0.08
206217.9813.44-4.54

0.090.01-0.08
206318.0513.45-4.60

0.090.01-0.08
206418.1213.45-4.66

0.090.01-0.08
206518.1913.46-4.73

0.090.01-0.08
206618.2613.47-4.79

0.090.01-0.08
206718.3213.47-4.85

0.090.01-0.08
206818.3913.48-4.92

0.090.01-0.08
206918.4713.48-4.99

0.090.01-0.08
207018.5413.49-5.06

0.090.01-0.08
207118.6213.50-5.12

0.090.01-0.08
207218.6913.50-5.19

0.090.01-0.08
207318.7613.51-5.25

0.090.01-0.08
207418.8313.51-5.32

0.090.01-0.08
207518.8913.52-5.37

0.090.01-0.08
207618.9413.52-5.42

0.090.01-0.08
207718.9813.53-5.45

0.090.01-0.08
207819.0113.53-5.48

0.090.01-0.08
207919.0313.53-5.50

0.090.01-0.08
208019.0413.53-5.51

0.080.01-0.08
208119.0413.53-5.51

0.080.01-0.08
208219.0313.53-5.50

0.080.01-0.08
208319.0213.53-5.48

0.080.01-0.08
208418.9913.53-5.46

0.080.01-0.08
208518.9513.53-5.42

0.080.01-0.08
208618.9013.53-5.37

0.080.01-0.07
208718.8413.53-5.32

0.080.01-0.07
208818.7813.52-5.26

0.080.00-0.07
208918.7213.52-5.20

0.080.00-0.07
209018.6513.51-5.14

0.080.00-0.07
209118.5913.51-5.08

0.080.00-0.07
209218.5413.51-5.03

0.080.00-0.07
209318.5013.50-4.99

0.070.00-0.07
209418.4613.50-4.96

0.070.00-0.07
209518.4313.50-4.93

0.070.00-0.07
209618.4113.50-4.91

0.070.00-0.07
209718.4013.50-4.90

0.070.00-0.07
209818.4013.50-4.90

0.070.00-0.07
209918.4113.50-4.91

0.070.00-0.07
210018.4213.50-4.92

0.070.00-0.07

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 17.67% 13.79% -3.88% 2034 0.06% 0.00% -0.06%

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