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
0.000.000.00
202915.6913.14-2.55
95
0.000.000.00
203015.7913.16-2.63
78
-0.01-0.000.01
203115.8913.18-2.71
61
-0.02-0.000.02
203215.9713.20-2.77
43
-0.03-0.000.03
203316.0113.24-2.77
26
-0.06-0.000.05
203416.0513.26-2.79
9
-0.09-0.010.09
203516.0913.27-2.82

-0.14-0.010.14
203616.1113.27-2.84

-0.21-0.010.20
203716.1513.28-2.87

-0.26-0.010.24
203816.1713.28-2.88

-0.32-0.020.30
203916.1613.29-2.88

-0.39-0.020.37
204016.1613.29-2.87

-0.45-0.030.42
204116.1513.29-2.86

-0.50-0.030.47
204216.1413.29-2.85

-0.54-0.030.51
204316.1213.29-2.83

-0.59-0.030.55
204416.1213.29-2.82

-0.62-0.040.59
204516.1113.30-2.82

-0.66-0.040.62
204616.1113.30-2.82

-0.69-0.040.65
204716.1213.30-2.82

-0.71-0.040.67
204816.1413.30-2.84

-0.73-0.040.69
204916.1713.31-2.86

-0.75-0.040.71
205016.2013.31-2.89

-0.77-0.050.72
205116.2313.31-2.92

-0.79-0.050.74
205216.2713.32-2.95

-0.81-0.050.76
205316.3313.32-3.00

-0.82-0.050.77
205416.3913.33-3.06

-0.82-0.050.78
205516.4713.34-3.13

-0.83-0.050.78
205616.5413.34-3.20

-0.84-0.050.79
205716.6313.35-3.28

-0.85-0.050.80
205816.7113.36-3.36

-0.86-0.050.81
205916.7913.36-3.43

-0.87-0.050.81
206016.8713.37-3.50

-0.88-0.050.82
206116.9413.38-3.56

-0.88-0.050.83
206217.0013.38-3.62

-0.89-0.050.84
206317.0613.39-3.68

-0.90-0.060.84
206417.1213.39-3.73

-0.91-0.060.85
206517.1813.40-3.79

-0.91-0.060.86
206617.2513.40-3.84

-0.92-0.060.87
206717.3113.41-3.90

-0.93-0.060.87
206817.3713.41-3.96

-0.93-0.060.88
206917.4413.42-4.02

-0.94-0.060.88
207017.5113.43-4.09

-0.94-0.060.88
207117.5813.43-4.15

-0.95-0.060.89
207217.6513.44-4.21

-0.95-0.060.89
207317.7213.44-4.28

-0.95-0.060.90
207417.7813.45-4.33

-0.96-0.060.90
207517.8413.45-4.39

-0.96-0.060.90
207617.8913.46-4.43

-0.96-0.060.90
207717.9313.46-4.47

-0.97-0.060.91
207817.9613.46-4.49

-0.97-0.060.91
207917.9813.47-4.51

-0.97-0.060.91
208017.9913.47-4.52

-0.97-0.060.91
208117.9913.47-4.52

-0.97-0.060.91
208217.9813.47-4.51

-0.97-0.060.91
208317.9613.47-4.50

-0.97-0.060.91
208417.9413.47-4.47

-0.97-0.060.91
208517.9013.47-4.44

-0.97-0.060.91
208617.8613.46-4.39

-0.96-0.060.90
208717.8013.46-4.34

-0.96-0.060.90
208817.7513.46-4.29

-0.96-0.060.90
208917.6913.45-4.23

-0.95-0.060.89
209017.6313.45-4.18

-0.95-0.060.89
209117.5713.45-4.13

-0.95-0.060.89
209217.5213.44-4.08

-0.94-0.060.88
209317.4813.44-4.04

-0.94-0.060.88
209417.4513.44-4.01

-0.94-0.060.88
209517.4213.44-3.98

-0.94-0.060.88
209617.4013.44-3.97

-0.94-0.060.88
209717.3913.44-3.96

-0.94-0.060.88
209817.3913.44-3.96

-0.94-0.060.88
209917.4013.44-3.96

-0.94-0.060.88
210017.4213.44-3.98

-0.94-0.060.88

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 16.93% 13.75% -3.19% 2034 -0.68% -0.04% 0.64%

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