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
203116.0013.37-2.63
60
0.000.160.16
203216.1413.41-2.73
44
-0.000.170.17
203316.2713.42-2.85
27
-0.000.170.17
203416.3813.43-2.95
10
-0.000.170.17
203516.4813.44-3.04
----
-0.000.170.17
203616.5613.45-3.11
----
-0.000.170.17
203716.6313.46-3.18
----
-0.000.170.17
203816.7013.46-3.23
----
-0.000.170.17
203916.7413.47-3.28
----
-0.000.170.18
204016.7813.47-3.31
----
-0.000.170.18
204116.8013.47-3.33
----
-0.000.170.18
204216.8113.47-3.34
----
-0.000.170.18
204316.8313.48-3.35
----
-0.000.170.18
204416.8413.48-3.36
----
-0.000.170.18
204516.8613.48-3.38
----
-0.000.170.18
204616.8813.48-3.39
----
-0.000.170.18
204716.9013.49-3.41
----
-0.000.170.18
204816.9213.49-3.43
----
-0.010.170.18
204916.9513.49-3.46
----
-0.010.170.18
205016.9813.49-3.49
----
-0.010.170.18
205117.0113.50-3.52
----
-0.010.170.18
205217.0513.50-3.55
----
-0.010.170.18
205317.1013.51-3.60
----
-0.010.170.18
205417.1613.51-3.65
----
-0.010.170.18
205517.2213.52-3.71
----
-0.010.170.18
205617.3013.52-3.77
----
-0.010.170.18
205717.3713.53-3.84
----
-0.010.170.18
205817.4513.53-3.92
----
-0.010.170.18
205917.5313.54-3.99
----
-0.010.170.18
206017.6113.55-4.06
----
-0.010.170.18
206117.6813.55-4.13
----
-0.010.170.18
206217.7513.56-4.19
----
-0.010.170.18
206317.8213.56-4.25
----
-0.010.170.18
206417.8813.57-4.31
----
-0.010.170.18
206517.9413.57-4.36
----
-0.010.170.18
206618.0013.58-4.42
----
-0.010.170.18
206718.0513.58-4.47
----
-0.010.170.18
206818.1113.59-4.52
----
-0.010.170.18
206918.1713.59-4.57
----
-0.010.170.18
207018.2213.60-4.63
----
-0.010.170.18
207118.2813.60-4.68
----
-0.010.170.18
207218.3313.60-4.72
----
-0.010.170.18
207318.3813.61-4.77
----
-0.010.170.18
207418.4213.61-4.81
----
-0.010.170.18
207518.4613.62-4.84
----
-0.010.170.18
207618.4813.62-4.86
----
-0.010.170.18
207718.5013.62-4.88
----
-0.010.170.18
207818.5013.62-4.88
----
-0.010.170.18
207918.4813.62-4.86
----
-0.010.170.18
208018.4613.62-4.84
----
-0.010.170.18
208118.4313.62-4.81
----
-0.010.170.18
208218.3913.62-4.77
----
-0.010.170.18
208318.3413.61-4.73
----
-0.010.170.18
208418.2813.61-4.67
----
-0.010.170.18
208518.2213.61-4.61
----
-0.010.170.18
208618.1613.60-4.55
----
-0.010.170.18
208718.0813.60-4.49
----
-0.010.170.18
208818.0113.59-4.42
----
-0.010.170.18
208917.9513.59-4.36
----
-0.010.170.18
209017.8913.59-4.30
----
-0.010.170.18
209117.8413.58-4.25
----
-0.010.170.18
209217.8013.58-4.21
----
-0.000.170.18
209317.7713.58-4.19
----
-0.000.170.18
209417.7513.58-4.17
----
-0.000.170.18
209517.7413.58-4.16
----
-0.000.170.18
209617.7413.58-4.16
----
-0.000.170.18
209717.7513.58-4.17
----
-0.000.170.18
209817.7713.58-4.19
----
-0.000.170.18

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 17.38% 13.93% -3.45% 2034 -0.00% 0.15% 0.16%

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