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
202515.1512.80-2.35
169
0.000.000.00
202615.2913.03-2.25
149
0.000.000.00
202715.4813.08-2.39
131
0.000.000.00
202815.6313.11-2.52
113
0.040.00-0.04
202915.7313.14-2.59
95
0.040.00-0.04
203015.8413.16-2.68
77
0.040.00-0.04
203115.9613.19-2.77
60
0.040.00-0.04
203216.0513.21-2.84
42
0.050.00-0.04
203316.1213.25-2.87
24
0.050.00-0.04
203416.1913.27-2.92
7
0.050.00-0.04
203516.2813.28-3.00
—
0.050.00-0.04
203616.3713.29-3.08
—
0.050.00-0.04
203716.4613.30-3.16
—
0.050.00-0.04
203816.5413.31-3.23
—
0.050.00-0.05
203916.6013.31-3.29
—
0.050.00-0.05
204016.6513.32-3.34
—
0.050.00-0.05
204116.7013.32-3.37
—
0.050.00-0.05
204216.7313.33-3.40
—
0.050.00-0.05
204316.7613.33-3.43
—
0.050.00-0.05
204416.8013.34-3.46
—
0.060.00-0.05
204516.8313.34-3.49
—
0.060.00-0.05
204616.8613.34-3.52
—
0.060.00-0.06
204716.9013.35-3.55
—
0.060.00-0.06
204816.9413.35-3.59
—
0.060.00-0.06
204916.9913.36-3.63
—
0.060.00-0.06
205017.0413.36-3.68
—
0.070.00-0.06
205117.0913.37-3.72
—
0.070.00-0.06
205217.1513.37-3.78
—
0.070.00-0.06
205317.2113.38-3.84
—
0.070.00-0.06
205417.2913.38-3.90
—
0.070.00-0.07
205517.3713.39-3.98
—
0.070.00-0.07
205617.4613.40-4.06
—
0.070.00-0.07
205717.5513.41-4.15
—
0.070.00-0.07
205817.6513.41-4.23
—
0.070.00-0.07
205917.7413.42-4.32
—
0.080.00-0.07
206017.8213.43-4.39
—
0.080.00-0.07
206117.9013.43-4.46
—
0.080.00-0.07
206217.9713.44-4.53
—
0.080.00-0.07
206318.0413.45-4.59
—
0.080.00-0.07
206418.1113.45-4.65
—
0.080.00-0.07
206518.1813.46-4.72
—
0.080.00-0.07
206618.2413.46-4.78
—
0.080.00-0.07
206718.3113.47-4.84
—
0.080.00-0.07
206818.3813.48-4.91
—
0.080.00-0.07
206918.4613.48-4.97
—
0.080.00-0.07
207018.5313.49-5.04
—
0.080.00-0.07
207118.6013.49-5.11
—
0.080.00-0.07
207218.6813.50-5.18
—
0.080.00-0.07
207318.7513.51-5.24
—
0.080.00-0.07
207418.8213.51-5.30
—
0.080.00-0.07
207518.8813.52-5.36
—
0.080.00-0.07
207618.9313.52-5.41
—
0.080.00-0.07
207718.9713.53-5.44
—
0.080.00-0.07
207819.0013.53-5.47
—
0.080.00-0.07
207919.0213.53-5.49
—
0.080.00-0.07
208019.0313.53-5.50
—
0.080.00-0.07
208119.0313.53-5.50
—
0.070.00-0.07
208219.0313.53-5.49
—
0.070.00-0.07
208319.0113.53-5.47
—
0.070.00-0.07
208418.9813.53-5.45
—
0.070.00-0.07
208518.9413.53-5.41
—
0.070.00-0.07
208618.8913.53-5.37
—
0.070.00-0.07
208718.8413.53-5.31
—
0.070.00-0.07
208818.7813.52-5.25
—
0.070.00-0.07
208918.7113.52-5.20
—
0.070.00-0.07
209018.6513.51-5.14
—
0.070.00-0.07
209118.5913.51-5.08
—
0.070.00-0.07
209218.5413.51-5.03
—
0.070.00-0.07
209318.4913.50-4.99
—
0.070.00-0.07
209418.4613.50-4.95
—
0.070.00-0.07
209518.4313.50-4.93
—
0.070.00-0.07
209618.4113.50-4.91
—
0.070.00-0.07
209718.4013.50-4.90
—
0.070.00-0.07
209818.4013.50-4.90
—
0.070.00-0.07
209918.4113.50-4.91
—
0.070.00-0.07
210018.4213.50-4.92
—
0.070.00-0.07

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
2025-2099 17.67% 13.79% -3.88% 2034 0.06% 0.00% -0.06%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2025 Trustees Report.