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
202214.0512.79-1.26
230
0.000.000.00
202315.0213.06-1.95
201
0.710.03-0.68
202415.1612.98-2.18
181
0.720.03-0.69
202515.3813.00-2.39
160
0.730.03-0.70
202615.6213.11-2.51
140
0.740.04-0.70
202715.8513.14-2.71
120
0.750.04-0.71
202816.0913.18-2.91
100
0.760.04-0.72
202916.3013.21-3.08
80
0.770.04-0.73
203016.5013.24-3.26
60
0.780.04-0.74
203116.6913.27-3.42
39
0.790.04-0.75
203216.8613.29-3.58
19
0.800.04-0.75
203317.0113.30-3.71
----
0.800.04-0.76
203417.1313.31-3.82
----
0.810.04-0.77
203517.2313.32-3.92
----
0.810.04-0.77
203617.3213.32-3.99
----
0.820.05-0.77
203717.4013.33-4.07
----
0.820.05-0.78
203817.4713.34-4.13
----
0.830.05-0.78
203917.5213.34-4.17
----
0.830.05-0.78
204017.5513.35-4.20
----
0.830.05-0.78
204117.5713.35-4.22
----
0.830.05-0.78
204217.6013.35-4.25
----
0.830.05-0.79
204317.6213.35-4.26
----
0.830.05-0.79
204417.6413.35-4.28
----
0.830.05-0.79
204517.6613.35-4.30
----
0.840.05-0.79
204617.6813.36-4.32
----
0.840.05-0.79
204717.7013.36-4.34
----
0.840.05-0.79
204817.7313.36-4.37
----
0.840.05-0.79
204917.7613.36-4.39
----
0.840.05-0.79
205017.7913.37-4.42
----
0.840.05-0.79
205117.8213.37-4.45
----
0.840.05-0.80
205217.8613.37-4.49
----
0.850.05-0.80
205317.9013.38-4.53
----
0.850.05-0.80
205417.9513.38-4.57
----
0.850.05-0.80
205518.0013.38-4.62
----
0.850.05-0.80
205618.0613.39-4.67
----
0.850.05-0.81
205718.1213.39-4.73
----
0.860.05-0.81
205818.1913.40-4.79
----
0.860.05-0.81
205918.2513.40-4.85
----
0.860.05-0.82
206018.3213.41-4.91
----
0.870.05-0.82
206118.3813.41-4.97
----
0.870.05-0.82
206218.4413.42-5.02
----
0.870.05-0.82
206318.5013.42-5.08
----
0.880.05-0.83
206418.5613.43-5.13
----
0.880.05-0.83
206518.6113.43-5.18
----
0.880.05-0.83
206618.6713.44-5.23
----
0.880.05-0.83
206718.7213.44-5.28
----
0.890.05-0.84
206818.7813.45-5.33
----
0.890.05-0.84
206918.8413.45-5.39
----
0.890.05-0.84
207018.9013.45-5.44
----
0.900.05-0.84
207118.9613.46-5.50
----
0.900.05-0.85
207219.0113.46-5.55
----
0.900.05-0.85
207319.0713.47-5.60
----
0.900.05-0.85
207419.1213.47-5.65
----
0.910.05-0.85
207519.1613.47-5.69
----
0.910.05-0.86
207619.2013.48-5.72
----
0.910.05-0.86
207719.2213.48-5.74
----
0.910.05-0.86
207819.2313.48-5.75
----
0.910.05-0.86
207919.2313.48-5.75
----
0.910.05-0.86
208019.2113.48-5.73
----
0.910.05-0.86
208119.1913.48-5.71
----
0.910.05-0.86
208219.1513.48-5.67
----
0.910.05-0.86
208319.1113.48-5.64
----
0.910.05-0.85
208419.0613.47-5.59
----
0.900.05-0.85
208519.0113.47-5.54
----
0.900.05-0.85
208618.9513.47-5.48
----
0.900.05-0.85
208718.8813.46-5.41
----
0.900.05-0.84
208818.8113.46-5.35
----
0.890.05-0.84
208918.7413.45-5.29
----
0.890.05-0.84
209018.6813.45-5.23
----
0.890.05-0.83
209118.6313.45-5.18
----
0.880.05-0.83
209218.5813.44-5.14
----
0.880.05-0.83
209318.5513.44-5.11
----
0.880.05-0.83
209418.5313.44-5.09
----
0.880.05-0.83
209518.5213.44-5.08
----
0.880.05-0.83
209618.5213.44-5.08
----
0.880.05-0.83
209718.5313.44-5.09
----
0.880.05-0.83

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
2022-2096 18.04% 13.83% -4.22% 2032 0.85% 0.05% -0.80%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.