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
202815.8613.13-2.74
111
0.280.02-0.26
202915.9413.15-2.79
92
0.250.01-0.24
203016.0313.17-2.86
74
0.230.01-0.22
203116.1213.20-2.92
55
0.210.01-0.20
203216.1913.21-2.98
37
0.190.01-0.18
203316.2413.26-2.99
19
0.170.01-0.16
203416.3013.28-3.03
1
0.160.01-0.15
203516.3713.29-3.09

0.140.01-0.13
203616.4513.29-3.15

0.120.01-0.12
203716.5213.30-3.22

0.110.01-0.10
203816.5713.31-3.27

0.090.01-0.08
203916.6213.32-3.31

0.070.01-0.07
204016.6713.32-3.35

0.060.01-0.06
204116.7013.32-3.37

0.050.00-0.05
204216.7213.33-3.39

0.050.00-0.04
204316.7513.33-3.42

0.040.00-0.04
204416.7813.34-3.44

0.030.00-0.03
204516.8013.34-3.46

0.030.00-0.02
204616.8213.34-3.48

0.020.00-0.02
204716.8513.34-3.50

0.010.00-0.01
204816.8813.35-3.53

-0.000.000.00
204916.9113.35-3.56

-0.010.000.01
205016.9513.36-3.60

-0.020.000.02
205117.0013.36-3.64

-0.02-0.000.02
205217.0513.37-3.68

-0.03-0.000.03
205317.1113.37-3.74

-0.03-0.000.03
205417.1813.38-3.80

-0.04-0.000.04
205517.2613.38-3.87

-0.04-0.000.04
205617.3313.39-3.94

-0.05-0.000.05
205717.4213.40-4.02

-0.06-0.000.06
205817.5013.41-4.10

-0.07-0.000.06
205917.5913.41-4.17

-0.08-0.000.07
206017.6613.42-4.24

-0.08-0.000.08
206117.7313.43-4.31

-0.09-0.000.08
206217.8013.43-4.37

-0.09-0.000.08
206317.8713.44-4.43

-0.09-0.000.09
206417.9413.44-4.49

-0.09-0.000.09
206518.0113.45-4.56

-0.09-0.000.09
206618.0713.45-4.62

-0.10-0.000.09
206718.1413.46-4.68

-0.10-0.000.09
206818.2113.47-4.74

-0.10-0.000.09
206918.2813.47-4.81

-0.10-0.010.09
207018.3613.48-4.88

-0.10-0.010.10
207118.4313.48-4.94

-0.10-0.010.10
207218.5013.49-5.01

-0.10-0.010.10
207318.5713.50-5.07

-0.11-0.010.10
207418.6313.50-5.13

-0.11-0.010.11
207518.6913.51-5.18

-0.12-0.010.11
207618.7313.51-5.22

-0.12-0.010.11
207718.7713.51-5.26

-0.12-0.010.12
207818.8013.52-5.29

-0.12-0.010.12
207918.8213.52-5.30

-0.12-0.010.12
208018.8313.52-5.31

-0.13-0.010.12
208118.8313.52-5.31

-0.13-0.010.12
208218.8213.52-5.30

-0.13-0.010.12
208318.8013.52-5.28

-0.14-0.010.13
208418.7713.52-5.25

-0.14-0.010.13
208518.7313.52-5.21

-0.14-0.010.13
208618.6813.52-5.16

-0.14-0.010.13
208718.6313.51-5.11

-0.14-0.010.13
208818.5713.51-5.06

-0.14-0.010.13
208918.5113.51-5.00

-0.14-0.010.13
209018.4513.50-4.94

-0.13-0.010.13
209118.3913.50-4.89

-0.13-0.010.12
209218.3413.49-4.84

-0.13-0.010.12
209318.3013.49-4.80

-0.13-0.010.12
209418.2613.49-4.77

-0.12-0.010.12
209518.2413.49-4.75

-0.12-0.010.11
209618.2213.49-4.73

-0.12-0.010.11
209718.2113.49-4.72

-0.12-0.010.11
209818.2113.49-4.72

-0.12-0.010.11
209918.2213.49-4.73

-0.12-0.010.11
210018.2413.49-4.75

-0.11-0.010.11

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 17.59% 13.79% -3.80% 2034 -0.02% -0.00% 0.02%

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