Detailed Single Year Tables
Description of Proposed Provision:
A8: Starting December 2025, for OASI beneficiaries only (DI beneficiaries would only be affected when their benefit converts to OASI at NRA), the annual COLA would be based on the chain-weighted version of the CPI-U.
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 |
|||
| 2024 | 14.71 | 13.03 | -1.68 | 188 | 0.00 | 0.00 | 0.00 | ||
| 2025 | 15.00 | 12.89 | -2.11 | 171 | 0.00 | 0.00 | 0.00 | ||
| 2026 | 15.16 | 13.07 | -2.09 | 152 | -0.04 | -0.00 | 0.04 | ||
| 2027 | 15.28 | 13.10 | -2.18 | 135 | -0.08 | -0.00 | 0.07 | ||
| 2028 | 15.30 | 13.13 | -2.17 | 119 | -0.12 | -0.01 | 0.11 | ||
| 2029 | 15.31 | 13.15 | -2.16 | 103 | -0.16 | -0.01 | 0.15 | ||
| 2030 | 15.33 | 13.17 | -2.16 | 88 | -0.20 | -0.01 | 0.18 | ||
| 2031 | 15.34 | 13.19 | -2.15 | 73 | -0.23 | -0.01 | 0.22 | ||
| 2032 | 15.34 | 13.20 | -2.13 | 58 | -0.27 | -0.02 | 0.25 | ||
| 2033 | 15.36 | 13.25 | -2.11 | 44 | -0.30 | -0.02 | 0.28 | ||
| 2034 | 15.44 | 13.26 | -2.18 | 31 | -0.33 | -0.02 | 0.31 | ||
| 2035 | 15.52 | 13.26 | -2.25 | 17 | -0.37 | -0.02 | 0.34 | ||
| 2036 | 15.59 | 13.27 | -2.32 | 3 | -0.40 | -0.02 | 0.37 | ||
| 2037 | 15.67 | 13.28 | -2.39 | — | -0.42 | -0.03 | 0.40 | ||
| 2038 | 15.73 | 13.28 | -2.44 | — | -0.45 | -0.03 | 0.42 | ||
| 2039 | 15.77 | 13.29 | -2.49 | — | -0.48 | -0.03 | 0.45 | ||
| 2040 | 15.82 | 13.29 | -2.53 | — | -0.50 | -0.03 | 0.47 | ||
| 2041 | 15.86 | 13.30 | -2.57 | — | -0.52 | -0.03 | 0.49 | ||
| 2042 | 15.90 | 13.30 | -2.60 | — | -0.54 | -0.03 | 0.51 | ||
| 2043 | 15.92 | 13.30 | -2.62 | — | -0.56 | -0.03 | 0.52 | ||
| 2044 | 15.95 | 13.31 | -2.64 | — | -0.57 | -0.04 | 0.54 | ||
| 2045 | 15.97 | 13.31 | -2.66 | — | -0.58 | -0.04 | 0.55 | ||
| 2046 | 15.99 | 13.31 | -2.68 | — | -0.60 | -0.04 | 0.56 | ||
| 2047 | 16.02 | 13.31 | -2.70 | — | -0.61 | -0.04 | 0.57 | ||
| 2048 | 16.05 | 13.32 | -2.73 | — | -0.62 | -0.04 | 0.58 | ||
| 2049 | 16.09 | 13.32 | -2.77 | — | -0.62 | -0.04 | 0.58 | ||
| 2050 | 16.13 | 13.32 | -2.80 | — | -0.63 | -0.04 | 0.59 | ||
| 2051 | 16.17 | 13.33 | -2.85 | — | -0.64 | -0.04 | 0.60 | ||
| 2052 | 16.23 | 13.33 | -2.90 | — | -0.64 | -0.04 | 0.60 | ||
| 2053 | 16.29 | 13.34 | -2.95 | — | -0.65 | -0.04 | 0.61 | ||
| 2054 | 16.35 | 13.34 | -3.01 | — | -0.65 | -0.04 | 0.61 | ||
| 2055 | 16.42 | 13.35 | -3.07 | — | -0.66 | -0.04 | 0.61 | ||
| 2056 | 16.50 | 13.35 | -3.14 | — | -0.66 | -0.04 | 0.62 | ||
| 2057 | 16.58 | 13.36 | -3.22 | — | -0.66 | -0.04 | 0.62 | ||
| 2058 | 16.66 | 13.37 | -3.29 | — | -0.67 | -0.04 | 0.63 | ||
| 2059 | 16.74 | 13.37 | -3.37 | — | -0.67 | -0.04 | 0.63 | ||
| 2060 | 16.83 | 13.38 | -3.44 | — | -0.68 | -0.04 | 0.63 | ||
| 2061 | 16.90 | 13.39 | -3.51 | — | -0.68 | -0.04 | 0.64 | ||
| 2062 | 16.97 | 13.39 | -3.57 | — | -0.69 | -0.04 | 0.64 | ||
| 2063 | 17.03 | 13.40 | -3.63 | — | -0.69 | -0.04 | 0.65 | ||
| 2064 | 17.09 | 13.40 | -3.69 | — | -0.70 | -0.04 | 0.65 | ||
| 2065 | 17.15 | 13.41 | -3.74 | — | -0.70 | -0.05 | 0.66 | ||
| 2066 | 17.21 | 13.41 | -3.80 | — | -0.71 | -0.05 | 0.66 | ||
| 2067 | 17.27 | 13.42 | -3.85 | — | -0.71 | -0.05 | 0.67 | ||
| 2068 | 17.33 | 13.42 | -3.91 | — | -0.72 | -0.05 | 0.67 | ||
| 2069 | 17.39 | 13.43 | -3.97 | — | -0.72 | -0.05 | 0.67 | ||
| 2070 | 17.46 | 13.43 | -4.02 | — | -0.73 | -0.05 | 0.68 | ||
| 2071 | 17.52 | 13.44 | -4.08 | — | -0.73 | -0.05 | 0.68 | ||
| 2072 | 17.58 | 13.44 | -4.14 | — | -0.74 | -0.05 | 0.69 | ||
| 2073 | 17.63 | 13.45 | -4.19 | — | -0.74 | -0.05 | 0.69 | ||
| 2074 | 17.69 | 13.45 | -4.24 | — | -0.75 | -0.05 | 0.70 | ||
| 2075 | 17.73 | 13.46 | -4.28 | — | -0.75 | -0.05 | 0.70 | ||
| 2076 | 17.77 | 13.46 | -4.31 | — | -0.75 | -0.05 | 0.70 | ||
| 2077 | 17.80 | 13.46 | -4.34 | — | -0.76 | -0.05 | 0.71 | ||
| 2078 | 17.82 | 13.46 | -4.36 | — | -0.76 | -0.05 | 0.71 | ||
| 2079 | 17.83 | 13.46 | -4.37 | — | -0.76 | -0.05 | 0.71 | ||
| 2080 | 17.83 | 13.46 | -4.36 | — | -0.77 | -0.05 | 0.72 | ||
| 2081 | 17.82 | 13.47 | -4.36 | — | -0.77 | -0.05 | 0.72 | ||
| 2082 | 17.80 | 13.46 | -4.34 | — | -0.77 | -0.05 | 0.72 | ||
| 2083 | 17.78 | 13.46 | -4.31 | — | -0.77 | -0.05 | 0.72 | ||
| 2084 | 17.74 | 13.46 | -4.28 | — | -0.77 | -0.05 | 0.72 | ||
| 2085 | 17.70 | 13.46 | -4.24 | — | -0.77 | -0.05 | 0.72 | ||
| 2086 | 17.65 | 13.46 | -4.19 | — | -0.77 | -0.05 | 0.72 | ||
| 2087 | 17.59 | 13.45 | -4.14 | — | -0.77 | -0.05 | 0.72 | ||
| 2088 | 17.53 | 13.45 | -4.08 | — | -0.77 | -0.05 | 0.72 | ||
| 2089 | 17.48 | 13.44 | -4.03 | — | -0.77 | -0.05 | 0.72 | ||
| 2090 | 17.42 | 13.44 | -3.98 | — | -0.77 | -0.05 | 0.72 | ||
| 2091 | 17.37 | 13.44 | -3.94 | — | -0.77 | -0.05 | 0.72 | ||
| 2092 | 17.34 | 13.44 | -3.90 | — | -0.77 | -0.05 | 0.72 | ||
| 2093 | 17.31 | 13.43 | -3.88 | — | -0.77 | -0.05 | 0.72 | ||
| 2094 | 17.30 | 13.43 | -3.87 | — | -0.76 | -0.05 | 0.71 | ||
| 2095 | 17.30 | 13.43 | -3.87 | — | -0.76 | -0.05 | 0.71 | ||
| 2096 | 17.31 | 13.43 | -3.88 | — | -0.76 | -0.05 | 0.71 | ||
| 2097 | 17.33 | 13.44 | -3.90 | — | -0.76 | -0.05 | 0.71 | ||
| 2098 | 17.36 | 13.44 | -3.92 | — | -0.76 | -0.05 | 0.71 | ||
| 2099 | 17.40 | 13.44 | -3.96 | — | -0.76 | -0.05 | 0.71 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2024-2098 | 16.71% | 13.76% | -2.95% | 2036 | -0.58% | -0.04% | 0.55% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2035. |
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Based on Intermediate Assumptions of the 2024 Trustees Report.