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
202414.8712.89-1.98
187
0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.21-2.79
60
0.000.000.00
203216.1413.24-2.91
43
0.000.000.00
203316.2713.25-3.02
25
0.000.000.00
203416.3816.620.23
7
0.003.363.36
203516.4716.860.38
8
-0.003.593.59
203616.5516.860.31
11
-0.013.593.60
203716.6316.870.25
13
-0.013.593.60
203816.6816.880.19
14
-0.013.593.60
203916.7316.880.15
15
-0.023.593.61
204016.7616.890.13
17
-0.023.593.61
204116.7816.890.11
18
-0.033.593.62
204216.7816.890.11
18
-0.043.593.63
204316.7816.890.11
19
-0.053.593.64
204416.7916.890.10
20
-0.063.593.64
204516.8016.900.10
21
-0.073.593.65
204616.8116.900.09
22
-0.073.593.66
204716.8216.900.08
23
-0.083.593.67
204816.8316.900.07
24
-0.093.593.68
204916.8516.910.05
24
-0.103.593.69
205016.8816.910.03
25
-0.113.593.70
205116.9016.910.01
25
-0.123.593.71
205216.9316.91-0.02
26
-0.133.593.72
205316.9716.92-0.05
26
-0.143.593.72
205417.0216.92-0.10
26
-0.153.593.73
205517.0816.93-0.15
26
-0.153.593.74
205617.1416.93-0.21
25
-0.163.583.75
205717.2116.94-0.27
24
-0.173.583.75
205817.2816.95-0.34
23
-0.173.583.76
205917.3616.95-0.41
21
-0.183.583.77
206017.4316.96-0.47
19
-0.193.583.77
206117.5016.96-0.53
16
-0.193.583.78
206217.5616.97-0.59
13
-0.203.583.78
206317.6216.97-0.65
10
-0.203.583.79
206417.6820.272.59
7
-0.216.877.08
206517.7320.502.77
21
-0.217.107.31
206617.7820.502.72
37
-0.227.107.32
206717.8320.512.67
52
-0.227.107.32
206817.8820.512.63
67
-0.237.107.33
206917.9420.522.58
82
-0.247.107.34
207017.9920.522.54
97
-0.247.107.34
207118.0320.532.50
112
-0.257.107.35
207218.0720.532.46
126
-0.267.107.36
207318.1120.532.42
140
-0.277.107.37
207418.1520.542.39
154
-0.287.107.38
207518.1720.542.37
169
-0.297.107.39
207618.1920.542.36
183
-0.307.107.40
207718.1920.542.35
197
-0.317.107.41
207818.1820.552.36
211
-0.327.107.42
207918.1620.542.38
226
-0.337.107.43
208018.1320.542.41
241
-0.347.107.43
208118.0920.542.45
257
-0.347.107.44
208218.0420.542.50
273
-0.357.107.45
208317.9920.542.55
289
-0.367.107.45
208417.9320.532.61
306
-0.367.107.46
208517.8620.532.67
324
-0.377.107.47
208617.7920.532.74
342
-0.377.107.47
208717.7120.522.81
361
-0.387.107.48
208817.6420.522.88
381
-0.387.107.48
208917.5720.512.95
401
-0.397.107.48
209017.5020.513.01
422
-0.397.107.49
209117.4520.513.06
443
-0.397.107.49
209217.4020.503.10
465
-0.407.107.50
209317.3720.503.13
486
-0.407.107.50
209417.3520.503.15
508
-0.407.107.50
209517.3420.503.17
530
-0.417.107.51
209617.3320.503.17
551
-0.417.107.51
209717.3420.503.16
573
-0.417.107.51
209817.3620.513.15
595
-0.427.107.52

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 17.21% 18.10% 0.89% N/A -0.17% 4.32% 4.49%

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