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
202515.0413.20-1.85
168
0.000.220.22
202615.2313.49-1.74
151
-0.000.410.41
202715.3813.64-1.74
135
0.000.550.55
202815.5613.78-1.77
121
0.000.650.65
202915.7213.83-1.90
107
0.000.670.66
203015.8813.86-2.02
93
0.010.670.67
203116.0113.89-2.12
79
0.010.680.67
203216.1613.92-2.23
65
0.010.690.68
203316.2813.94-2.34
51
0.020.690.68
203416.4013.96-2.44
37
0.020.700.68
203516.5013.98-2.52
22
0.020.710.69
203616.5913.99-2.59
7
0.030.720.69
203716.6714.01-2.66
----
0.040.730.69
203816.7414.02-2.71
----
0.040.740.69
203916.8014.04-2.76
----
0.050.740.69
204016.8414.05-2.79
----
0.060.750.69
204116.8714.06-2.81
----
0.070.760.69
204216.8914.07-2.82
----
0.080.770.69
204316.9214.08-2.84
----
0.080.780.69
204416.9414.09-2.85
----
0.100.780.69
204516.9714.10-2.87
----
0.110.790.69
204617.0014.11-2.89
----
0.120.800.68
204717.0314.12-2.91
----
0.130.810.68
204817.0714.13-2.94
----
0.140.820.68
204917.1114.15-2.97
----
0.150.830.67
205017.1614.16-3.00
----
0.170.840.67
205117.2014.17-3.03
----
0.180.840.66
205217.2614.18-3.08
----
0.200.850.66
205317.3214.19-3.13
----
0.210.860.65
205417.3914.21-3.19
----
0.230.870.64
205517.4814.22-3.25
----
0.240.880.63
205617.5614.24-3.33
----
0.260.890.63
205717.6614.25-3.41
----
0.280.900.62
205817.7514.27-3.49
----
0.300.900.61
205917.8514.28-3.57
----
0.310.910.60
206017.9514.30-3.65
----
0.330.920.59
206118.0414.31-3.73
----
0.350.930.58
206218.1314.32-3.80
----
0.370.940.57
206318.2114.34-3.87
----
0.380.950.56
206418.2914.35-3.94
----
0.400.960.55
206518.3714.36-4.00
----
0.420.960.54
206618.4414.38-4.06
----
0.440.970.54
206718.5214.39-4.12
----
0.460.980.53
206818.5914.40-4.18
----
0.470.990.52
206918.6614.42-4.25
----
0.491.000.51
207018.7414.43-4.31
----
0.511.010.50
207118.8114.44-4.36
----
0.521.010.49
207218.8714.45-4.42
----
0.541.020.49
207318.9314.47-4.47
----
0.551.030.48
207418.9914.48-4.52
----
0.571.040.47
207519.0414.49-4.55
----
0.581.050.47
207619.0814.50-4.58
----
0.591.050.46
207719.1114.51-4.60
----
0.601.060.46
207819.1214.52-4.60
----
0.611.070.45
207919.1114.52-4.59
----
0.621.080.45
208019.1014.53-4.57
----
0.631.080.45
208119.0714.53-4.54
----
0.641.090.45
208219.0414.54-4.50
----
0.651.100.45
208319.0014.54-4.46
----
0.651.100.45
208418.9514.55-4.40
----
0.661.110.45
208518.8914.55-4.34
----
0.661.110.45
208618.8314.55-4.28
----
0.671.120.45
208718.7614.55-4.21
----
0.671.130.46
208818.6914.55-4.14
----
0.671.130.46
208918.6314.56-4.07
----
0.681.140.46
209018.5714.56-4.01
----
0.681.150.47
209118.5214.56-3.96
----
0.681.150.47
209218.4914.57-3.92
----
0.691.160.47
209318.4614.57-3.89
----
0.691.160.47
209418.4514.57-3.87
----
0.691.170.48
209518.4414.58-3.86
----
0.701.180.48
209618.4514.59-3.86
----
0.701.180.48
209718.4614.59-3.87
----
0.711.190.48
209818.4814.60-3.88
----
0.711.200.48

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 17.69% 14.64% -3.05% 2036 0.31% 0.86% 0.55%

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