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
202515.0012.97-2.02
168
-0.050.000.05
202615.1413.08-2.06
150
-0.100.000.10
202715.2413.10-2.14
134
-0.150.000.15
202815.3613.13-2.22
117
-0.200.000.20
202915.4713.16-2.31
100
-0.250.000.25
203015.5713.19-2.38
84
-0.300.000.31
203115.6213.21-2.41
68
-0.39-0.000.38
203215.7013.24-2.46
53
-0.45-0.000.44
203315.7713.25-2.52
37
-0.50-0.000.50
203415.8613.26-2.60
21
-0.520.000.52
203515.9313.27-2.67
5
-0.540.000.55
203616.0113.28-2.73
----
-0.540.000.55
203716.1013.29-2.81
----
-0.530.010.54
203816.2013.30-2.90
----
-0.490.010.51
203916.3313.31-3.01
----
-0.420.020.44
204016.4413.33-3.11
----
-0.340.030.37
204116.5313.34-3.20
----
-0.270.040.31
204216.6213.35-3.27
----
-0.200.040.24
204316.6913.35-3.34
----
-0.140.050.19
204416.7613.36-3.40
----
-0.080.050.14
204516.8313.36-3.46
----
-0.040.060.09
204616.8913.37-3.52
----
0.010.060.05
204716.9513.37-3.58
----
0.050.060.01
204817.0213.38-3.64
----
0.090.06-0.02
204917.0813.39-3.70
----
0.130.07-0.06
205017.1513.39-3.76
----
0.160.07-0.09
205117.2113.40-3.81
----
0.190.07-0.12
205217.2813.40-3.87
----
0.220.08-0.14
205317.3513.41-3.94
----
0.240.08-0.16
205417.4213.42-4.01
----
0.260.08-0.18
205517.5013.42-4.08
----
0.270.08-0.19
205617.5913.43-4.16
----
0.290.08-0.21
205717.6913.44-4.25
----
0.310.08-0.23
205817.7913.45-4.34
----
0.330.09-0.24
205917.8913.45-4.44
----
0.350.09-0.27
206017.9913.46-4.53
----
0.370.09-0.29
206118.0813.47-4.61
----
0.390.09-0.30
206218.1713.47-4.69
----
0.410.09-0.32
206318.2413.48-4.76
----
0.420.09-0.33
206418.3113.49-4.83
----
0.430.09-0.34
206518.3813.49-4.89
----
0.440.09-0.35
206618.4513.50-4.95
----
0.440.09-0.35
206718.5113.50-5.01
----
0.450.09-0.36
206818.5713.50-5.07
----
0.460.09-0.37
206918.6413.51-5.13
----
0.460.09-0.37
207018.7013.52-5.18
----
0.470.09-0.38
207118.7613.52-5.24
----
0.470.09-0.38
207218.8113.53-5.29
----
0.480.09-0.39
207318.8713.53-5.34
----
0.490.10-0.40
207418.9313.54-5.39
----
0.500.10-0.41
207518.9813.54-5.44
----
0.510.10-0.42
207619.0113.54-5.47
----
0.520.10-0.42
207719.0313.54-5.49
----
0.530.10-0.43
207819.0413.54-5.50
----
0.540.10-0.44
207919.0313.54-5.49
----
0.540.09-0.45
208019.0013.54-5.46
----
0.540.09-0.44
208118.9713.54-5.43
----
0.540.09-0.44
208218.9313.54-5.39
----
0.540.09-0.44
208318.8813.53-5.35
----
0.540.09-0.44
208418.8213.53-5.29
----
0.530.09-0.44
208518.7513.52-5.23
----
0.520.09-0.43
208618.6813.52-5.16
----
0.520.09-0.43
208718.6013.51-5.09
----
0.510.09-0.42
208818.5313.51-5.02
----
0.510.09-0.42
208918.4613.50-4.96
----
0.510.09-0.42
209018.4113.50-4.91
----
0.510.09-0.43
209118.3613.50-4.86
----
0.520.09-0.43
209218.3213.50-4.82
----
0.520.09-0.43
209318.2913.50-4.80
----
0.520.09-0.43
209418.2713.50-4.78
----
0.520.09-0.43
209518.2613.49-4.77
----
0.520.09-0.43
209618.2613.50-4.77
----
0.520.09-0.43
209718.2713.50-4.77
----
0.520.09-0.43
209818.2913.50-4.79
----
0.520.09-0.43

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 17.54% 13.84% -3.70% 2035 0.16% 0.06% -0.10%

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