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
202815.5913.11-2.48
113
0.010.00-0.01
202915.7013.14-2.56
95
0.010.00-0.01
203015.8113.16-2.65
78
0.010.00-0.01
203115.9213.19-2.74
60
0.010.00-0.01
203216.0113.20-2.81
43
0.010.00-0.01
203316.0813.24-2.84
25
0.010.00-0.01
203416.1613.27-2.89
8
0.010.00-0.01
203516.2413.28-2.97
—
0.010.00-0.01
203616.3413.29-3.05
—
0.010.00-0.01
203716.4313.30-3.13
—
0.010.00-0.01
203816.5013.30-3.20
—
0.010.00-0.01
203916.5613.31-3.25
—
0.010.00-0.01
204016.6213.32-3.30
—
0.010.00-0.01
204116.6613.32-3.34
—
0.010.00-0.01
204216.6913.32-3.36
—
0.010.00-0.01
204316.7213.33-3.39
—
0.010.00-0.01
204416.7513.33-3.42
—
0.010.00-0.01
204516.7913.34-3.45
—
0.010.00-0.01
204616.8213.34-3.48
—
0.010.00-0.01
204716.8513.34-3.51
—
0.010.00-0.01
204816.8913.35-3.54
—
0.010.00-0.01
204916.9413.35-3.58
—
0.010.00-0.01
205016.9813.36-3.63
—
0.010.00-0.01
205117.0313.36-3.67
—
0.010.00-0.01
205217.0913.37-3.73
—
0.010.00-0.01
205317.1613.37-3.78
—
0.010.00-0.01
205417.2313.38-3.85
—
0.010.00-0.01
205517.3113.39-3.93
—
0.010.00-0.01
205617.4013.39-4.00
—
0.010.00-0.01
205717.4913.40-4.09
—
0.010.00-0.01
205817.5813.41-4.17
—
0.010.00-0.01
205917.6713.42-4.26
—
0.010.00-0.01
206017.7613.42-4.33
—
0.010.00-0.01
206117.8313.43-4.40
—
0.010.00-0.01
206217.9113.44-4.47
—
0.010.00-0.01
206317.9813.44-4.53
—
0.010.00-0.01
206418.0413.45-4.59
—
0.010.00-0.01
206518.1113.45-4.66
—
0.010.00-0.01
206618.1813.46-4.72
—
0.010.00-0.01
206718.2513.47-4.78
—
0.010.00-0.01
206818.3213.47-4.85
—
0.010.00-0.01
206918.3913.48-4.91
—
0.010.00-0.01
207018.4713.48-4.98
—
0.010.00-0.01
207118.5413.49-5.05
—
0.010.00-0.01
207218.6113.50-5.12
—
0.010.00-0.01
207318.6813.50-5.18
—
0.010.00-0.01
207418.7513.51-5.24
—
0.010.00-0.01
207518.8113.51-5.30
—
0.010.00-0.01
207618.8613.52-5.35
—
0.010.00-0.01
207718.9113.52-5.38
—
0.010.00-0.01
207818.9413.52-5.41
—
0.010.00-0.01
207918.9613.53-5.43
—
0.010.00-0.01
208018.9713.53-5.44
—
0.010.00-0.01
208118.9713.53-5.44
—
0.010.00-0.01
208218.9613.53-5.43
—
0.010.00-0.01
208318.9513.53-5.42
—
0.010.00-0.01
208418.9213.53-5.39
—
0.010.00-0.01
208518.8813.53-5.35
—
0.010.00-0.01
208618.8313.52-5.31
—
0.010.00-0.01
208718.7813.52-5.26
—
0.010.00-0.01
208818.7213.52-5.20
—
0.010.00-0.01
208918.6513.51-5.14
—
0.010.00-0.01
209018.5913.51-5.08
—
0.010.00-0.01
209118.5313.51-5.02
—
0.010.00-0.01
209218.4813.50-4.97
—
0.010.00-0.01
209318.4313.50-4.93
—
0.010.00-0.01
209418.4013.50-4.90
—
0.010.00-0.01
209518.3713.50-4.87
—
0.010.00-0.01
209618.3513.49-4.86
—
0.010.00-0.01
209718.3413.49-4.85
—
0.010.00-0.01
209818.3413.49-4.85
—
0.010.00-0.01
209918.3513.50-4.85
—
0.010.00-0.01
210018.3613.50-4.87
—
0.010.00-0.01

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 17.62% 13.79% -3.84% 2034 0.01% 0.00% -0.01%

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