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
202815.5813.11-2.47
113
-0.00-0.000.00
202915.6813.14-2.55
95
-0.01-0.000.01
203015.7913.16-2.63
78
-0.01-0.000.01
203115.9013.18-2.71
61
-0.01-0.000.01
203215.9913.20-2.78
43
-0.02-0.000.02
203316.0513.24-2.81
26
-0.02-0.000.02
203416.1213.26-2.86
9
-0.02-0.000.02
203516.2113.27-2.93

-0.02-0.000.02
203616.3013.28-3.02

-0.02-0.000.02
203716.3913.29-3.10

-0.02-0.000.02
203816.4613.30-3.16

-0.03-0.000.02
203916.5313.31-3.22

-0.03-0.000.02
204016.5813.31-3.26

-0.03-0.000.03
204116.6213.32-3.30

-0.03-0.000.03
204216.6513.32-3.32

-0.03-0.000.03
204316.6813.33-3.35

-0.03-0.000.03
204416.7113.33-3.38

-0.03-0.000.03
204516.7413.33-3.41

-0.03-0.000.03
204616.7713.34-3.43

-0.03-0.000.03
204716.8013.34-3.46

-0.04-0.000.03
204816.8413.35-3.50

-0.04-0.000.03
204916.8913.35-3.54

-0.04-0.000.03
205016.9313.35-3.58

-0.04-0.000.04
205116.9813.36-3.62

-0.04-0.000.04
205217.0413.36-3.68

-0.04-0.000.04
205317.1113.37-3.74

-0.04-0.000.04
205417.1813.38-3.80

-0.04-0.000.04
205517.2613.38-3.87

-0.04-0.000.04
205617.3413.39-3.95

-0.04-0.000.04
205717.4313.40-4.04

-0.04-0.000.04
205817.5313.41-4.12

-0.04-0.000.04
205917.6213.41-4.20

-0.04-0.000.04
206017.7013.42-4.28

-0.04-0.000.04
206117.7813.43-4.35

-0.04-0.000.04
206217.8513.43-4.41

-0.04-0.000.04
206317.9213.44-4.48

-0.04-0.000.04
206417.9913.45-4.54

-0.04-0.000.04
206518.0513.45-4.60

-0.04-0.000.04
206618.1213.46-4.67

-0.04-0.000.04
206718.1913.46-4.73

-0.04-0.000.04
206818.2613.47-4.79

-0.04-0.000.04
206918.3413.47-4.86

-0.04-0.000.04
207018.4113.48-4.93

-0.04-0.000.04
207118.4813.49-5.00

-0.04-0.000.04
207218.5613.49-5.06

-0.04-0.000.04
207318.6313.50-5.13

-0.04-0.000.04
207418.7013.50-5.19

-0.04-0.000.04
207518.7613.51-5.25

-0.04-0.000.04
207618.8113.51-5.29

-0.04-0.000.04
207718.8513.52-5.33

-0.04-0.000.04
207818.8813.52-5.36

-0.04-0.000.04
207918.9013.52-5.38

-0.04-0.000.04
208018.9113.53-5.39

-0.04-0.000.04
208118.9113.53-5.39

-0.04-0.000.04
208218.9113.53-5.38

-0.04-0.000.04
208318.8913.53-5.36

-0.04-0.000.04
208418.8713.53-5.34

-0.04-0.000.04
208518.8313.52-5.30

-0.04-0.000.04
208618.7813.52-5.26

-0.04-0.000.04
208718.7213.52-5.21

-0.04-0.000.04
208818.6613.51-5.15

-0.04-0.000.04
208918.6013.51-5.09

-0.04-0.000.04
209018.5413.51-5.03

-0.04-0.000.04
209118.4813.50-4.97

-0.04-0.000.04
209218.4213.50-4.93

-0.04-0.000.04
209318.3813.50-4.88

-0.04-0.000.04
209418.3413.49-4.85

-0.04-0.000.04
209518.3213.49-4.83

-0.04-0.000.04
209618.3013.49-4.81

-0.04-0.000.04
209718.2913.49-4.80

-0.04-0.000.04
209818.2913.49-4.80

-0.04-0.000.04
209918.3013.49-4.80

-0.04-0.000.04
210018.3113.49-4.82

-0.04-0.000.04

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 17.58% 13.78% -3.79% 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 2025 Trustees Report.