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
202414.8714.46-0.41
187
0.001.571.57
202515.0414.74-0.31
178
-0.001.761.76
202615.2314.92-0.31
170
-0.001.841.84
202715.3815.01-0.37
163
-0.001.921.92
202815.5515.13-0.43
157
-0.001.992.00
202915.7215.24-0.48
150
0.002.072.07
203015.8715.34-0.53
144
0.002.152.15
203116.0115.45-0.55
138
0.002.242.24
203216.1515.56-0.59
133
0.012.332.32
203316.2815.65-0.62
128
0.012.402.40
203416.3915.74-0.65
123
0.012.482.47
203516.4915.77-0.72
119
0.012.502.49
203616.5715.78-0.79
115
0.012.502.49
203716.6515.79-0.86
111
0.022.512.49
203816.7215.79-0.92
107
0.022.512.49
203916.7715.80-0.97
102
0.022.512.48
204016.8115.80-1.00
97
0.032.512.48
204116.8315.81-1.03
92
0.032.512.48
204216.8515.81-1.04
87
0.032.512.48
204316.8715.81-1.05
81
0.042.512.47
204416.8915.82-1.07
76
0.042.512.47
204516.9115.82-1.09
71
0.042.512.47
204616.9315.82-1.10
65
0.052.512.47
204716.9515.83-1.13
59
0.052.522.46
204816.9815.83-1.15
53
0.062.522.46
204917.0215.84-1.18
47
0.062.522.46
205017.0515.84-1.21
40
0.062.522.45
205117.0915.84-1.24
34
0.072.522.45
205217.1315.85-1.28
27
0.072.522.45
205317.1815.85-1.33
20
0.082.522.45
205417.2415.86-1.39
12
0.082.522.44
205517.3215.87-1.45
5
0.082.522.44
205617.3915.87-1.52
----
0.092.532.44
205717.4715.88-1.59
----
0.092.532.43
205817.5515.89-1.67
----
0.102.532.43
205917.6415.90-1.74
----
0.102.532.43
206017.7215.90-1.82
----
0.102.532.43
206117.8015.91-1.89
----
0.112.532.42
206217.8715.92-1.95
----
0.112.532.42
206317.9415.92-2.02
----
0.122.532.42
206418.0015.93-2.07
----
0.122.532.41
206518.0715.94-2.13
----
0.122.532.41
206618.1315.94-2.19
----
0.132.542.41
206718.1915.95-2.24
----
0.132.542.41
206818.2515.95-2.30
----
0.132.542.41
206918.3115.96-2.35
----
0.132.542.40
207018.3715.96-2.40
----
0.142.542.40
207118.4215.97-2.46
----
0.142.542.40
207218.4715.97-2.50
----
0.142.542.40
207318.5315.98-2.55
----
0.142.542.40
207418.5715.98-2.59
----
0.152.542.40
207518.6115.99-2.63
----
0.152.542.40
207618.6415.99-2.65
----
0.152.542.40
207718.6515.99-2.66
----
0.152.542.39
207818.6515.99-2.66
----
0.152.552.39
207918.6415.99-2.65
----
0.152.552.39
208018.6215.99-2.63
----
0.152.552.39
208118.5915.99-2.60
----
0.152.552.39
208218.5515.99-2.56
----
0.152.552.39
208318.5015.99-2.51
----
0.152.552.39
208418.4415.99-2.46
----
0.152.552.39
208518.3815.98-2.40
----
0.152.552.39
208618.3115.98-2.34
----
0.152.552.40
208718.2415.98-2.27
----
0.152.552.40
208818.1715.97-2.20
----
0.152.552.40
208918.1115.97-2.14
----
0.152.552.40
209018.0515.96-2.08
----
0.152.552.40
209117.9915.96-2.03
----
0.152.552.40
209217.9515.96-1.99
----
0.152.552.40
209317.9215.96-1.97
----
0.152.552.40
209417.9015.96-1.95
----
0.152.552.40
209517.9015.96-1.94
----
0.152.552.40
209617.9015.96-1.94
----
0.152.552.40
209717.9015.96-1.95
----
0.152.552.40
209817.9215.96-1.96
----
0.152.552.40

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 17.47% 16.19% -1.27% 2055 0.08% 2.42% 2.33%

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