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
202314.3113.04-1.27
211
0.000.000.00
202414.4512.95-1.49
194
0.000.000.00
202514.6612.97-1.69
177
0.000.000.00
202614.8813.08-1.80
160
0.000.000.00
202715.1013.10-2.00
143
0.000.000.00
202815.3313.14-2.19
126
0.000.000.00
202915.5213.17-2.34
109
-0.01-0.000.01
203015.6913.20-2.49
92
-0.03-0.000.03
203115.8113.23-2.59
75
-0.09-0.010.09
203215.9113.24-2.68
58
-0.15-0.010.14
203316.0013.24-2.75
41
-0.21-0.010.19
203416.0613.25-2.81
25
-0.26-0.020.25
203516.1113.25-2.85
8
-0.31-0.020.29
203616.1413.26-2.89
----
-0.35-0.020.33
203716.1913.26-2.92
----
-0.39-0.020.37
203816.2313.27-2.96
----
-0.41-0.020.39
203916.2613.27-2.99
----
-0.43-0.030.40
204016.2813.27-3.01
----
-0.43-0.030.41
204116.3113.28-3.03
----
-0.43-0.030.41
204216.3413.28-3.06
----
-0.42-0.030.40
204316.3713.28-3.09
----
-0.41-0.020.39
204416.4113.28-3.13
----
-0.39-0.020.37
204516.4513.29-3.17
----
-0.37-0.020.35
204616.5013.29-3.21
----
-0.34-0.020.32
204716.5613.29-3.26
----
-0.31-0.020.29
204816.6213.30-3.32
----
-0.27-0.020.26
204916.6813.30-3.38
----
-0.23-0.010.22
205016.7613.31-3.45
----
-0.19-0.010.18
205116.8313.31-3.52
----
-0.15-0.010.14
205216.9113.32-3.59
----
-0.11-0.010.10
205316.9913.32-3.66
----
-0.07-0.000.06
205417.0713.33-3.74
----
-0.03-0.000.03
205517.1613.34-3.82
----
0.010.00-0.01
205617.2413.34-3.90
----
0.040.00-0.04
205717.3313.35-3.98
----
0.060.00-0.06
205817.4113.36-4.06
----
0.090.01-0.08
205917.4913.36-4.12
----
0.100.01-0.09
206017.5613.37-4.19
----
0.110.01-0.10
206117.6313.37-4.26
----
0.120.01-0.11
206217.7013.38-4.33
----
0.130.01-0.12
206317.7713.38-4.39
----
0.140.01-0.13
206417.8313.39-4.44
----
0.150.01-0.14
206517.8913.39-4.50
----
0.160.01-0.15
206617.9513.40-4.56
----
0.170.01-0.16
206718.0113.40-4.61
----
0.180.01-0.17
206818.0813.41-4.67
----
0.190.01-0.18
206918.1413.41-4.73
----
0.200.01-0.19
207018.2113.42-4.79
----
0.210.01-0.19
207118.2713.42-4.85
----
0.210.01-0.20
207218.3313.42-4.91
----
0.220.01-0.21
207318.3913.43-4.96
----
0.230.01-0.21
207418.4413.43-5.01
----
0.230.01-0.22
207518.4913.44-5.05
----
0.230.01-0.22
207618.5313.44-5.09
----
0.240.01-0.23
207718.5613.44-5.11
----
0.250.02-0.23
207818.5713.44-5.13
----
0.250.02-0.24
207918.5713.44-5.13
----
0.260.02-0.24
208018.5613.44-5.12
----
0.260.02-0.25
208118.5413.44-5.10
----
0.270.02-0.25
208218.5213.44-5.07
----
0.270.02-0.26
208318.4813.44-5.04
----
0.280.02-0.26
208418.4413.44-5.00
----
0.280.02-0.26
208518.3913.44-4.96
----
0.290.02-0.27
208618.3413.43-4.90
----
0.290.02-0.27
208718.2813.43-4.85
----
0.300.02-0.28
208818.2113.42-4.79
----
0.300.02-0.28
208918.1513.42-4.73
----
0.300.02-0.28
209018.0913.42-4.68
----
0.300.02-0.28
209118.0413.41-4.63
----
0.300.02-0.28
209218.0013.41-4.59
----
0.300.02-0.28
209317.9713.41-4.56
----
0.300.02-0.28
209417.9513.41-4.54
----
0.290.02-0.28
209517.9313.41-4.53
----
0.290.02-0.27
209617.9213.41-4.52
----
0.280.02-0.27
209717.9213.41-4.52
----
0.280.02-0.26

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 17.20% 13.78% -3.42% 2035 0.00% 0.00% -0.00%

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