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
202615.2313.12-2.11
149
0.000.040.04
202715.3813.18-2.20
132
-0.000.080.08
202815.5513.26-2.30
114
-0.000.130.13
202915.7213.33-2.39
97
-0.000.170.17
203015.8713.40-2.47
81
-0.000.210.21
203116.0013.46-2.54
64
-0.000.250.25
203216.1413.53-2.62
48
-0.000.290.29
203316.2713.58-2.69
32
-0.000.330.33
203416.3813.62-2.76
16
-0.000.360.37
203516.4813.67-2.81
----
-0.000.400.40
203616.5513.71-2.84
----
-0.000.440.44
203716.6313.75-2.88
----
-0.000.470.47
203816.6913.79-2.90
----
-0.000.510.51
203916.7413.83-2.91
----
-0.000.540.54
204016.7813.87-2.91
----
-0.010.570.58
204116.8013.90-2.90
----
-0.010.600.61
204216.8113.93-2.88
----
-0.010.630.64
204316.8213.97-2.85
----
-0.010.660.67
204416.8414.00-2.84
----
-0.010.690.70
204516.8514.03-2.82
----
-0.010.720.73
204616.8714.06-2.81
----
-0.010.750.76
204716.8914.09-2.80
----
-0.010.780.79
204816.9114.12-2.79
----
-0.010.810.82
204916.9414.15-2.79
----
-0.020.830.85
205016.9714.18-2.79
----
-0.020.860.87
205117.0014.21-2.79
----
-0.020.880.90
205217.0414.24-2.80
----
-0.020.910.93
205317.0914.26-2.82
----
-0.020.930.95
205417.1414.29-2.85
----
-0.020.960.98
205517.2114.32-2.89
----
-0.020.981.00
205617.2814.35-2.93
----
-0.021.001.03
205717.3514.38-2.97
----
-0.021.031.05
205817.4314.41-3.02
----
-0.031.051.07
205917.5114.44-3.07
----
-0.031.071.10
206017.5914.47-3.12
----
-0.031.091.12
206117.6614.49-3.17
----
-0.031.121.14
206217.7314.51-3.22
----
-0.031.131.16
206317.8014.52-3.28
----
-0.031.131.16
206417.8614.53-3.33
----
-0.031.131.16
206517.9214.53-3.38
----
-0.031.131.16
206617.9714.54-3.44
----
-0.031.131.16
206718.0314.54-3.49
----
-0.031.131.16
206818.0814.55-3.54
----
-0.031.131.16
206918.1414.55-3.59
----
-0.031.131.16
207018.2014.56-3.64
----
-0.031.131.17
207118.2514.56-3.69
----
-0.031.131.17
207218.3014.57-3.73
----
-0.031.141.17
207318.3514.57-3.78
----
-0.031.141.17
207418.3914.58-3.82
----
-0.031.141.17
207518.4314.58-3.85
----
-0.031.141.17
207618.4614.58-3.87
----
-0.031.141.17
207718.4714.59-3.88
----
-0.031.141.17
207818.4714.59-3.88
----
-0.031.141.17
207918.4614.59-3.87
----
-0.031.141.17
208018.4314.59-3.85
----
-0.031.141.17
208118.4014.59-3.82
----
-0.031.141.17
208218.3614.58-3.78
----
-0.031.141.17
208318.3114.58-3.73
----
-0.031.141.17
208418.2614.58-3.68
----
-0.031.141.18
208518.2014.58-3.62
----
-0.031.141.18
208618.1314.57-3.55
----
-0.031.141.18
208718.0614.57-3.49
----
-0.031.151.18
208817.9914.57-3.42
----
-0.031.151.18
208917.9214.56-3.36
----
-0.031.151.18
209017.8614.56-3.30
----
-0.031.151.18
209117.8114.56-3.25
----
-0.031.151.18
209217.7714.56-3.21
----
-0.031.151.18
209317.7414.55-3.19
----
-0.031.151.18
209417.7214.55-3.17
----
-0.031.151.18
209517.7114.55-3.16
----
-0.031.151.18
209617.7114.56-3.16
----
-0.031.151.18
209717.7214.56-3.17
----
-0.031.151.18
209817.7414.56-3.18
----
-0.031.151.18

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 17.36% 14.59% -2.78% 2034 -0.02% 0.81% 0.83%

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