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
202214.0512.79-1.26
230
0.000.000.00
202314.2813.04-1.24
211
-0.030.000.03
202414.3912.96-1.43
195
-0.060.010.06
202514.5712.98-1.59
179
-0.090.010.10
202614.7713.09-1.67
162
-0.120.010.13
202714.9513.12-1.83
146
-0.150.020.17
202815.1413.16-1.98
130
-0.190.020.21
202915.3013.20-2.11
114
-0.220.020.25
203015.4613.22-2.23
99
-0.260.020.29
203115.5613.25-2.31
83
-0.340.020.36
203215.6513.26-2.39
68
-0.420.020.43
203315.7313.27-2.46
53
-0.480.020.49
203415.7913.28-2.51
37
-0.530.010.54
203515.8413.28-2.56
22
-0.580.010.59
203615.8913.29-2.61
6
-0.600.010.61
203715.9413.29-2.65
----
-0.630.000.64
203815.9813.29-2.68
----
-0.660.000.67
203915.9913.30-2.69
----
-0.700.000.70
204015.9913.30-2.69
----
-0.73-0.000.73
204115.9913.30-2.69
----
-0.75-0.000.75
204215.9913.30-2.69
----
-0.78-0.000.77
204315.9813.30-2.68
----
-0.80-0.010.80
204415.9713.30-2.67
----
-0.83-0.010.82
204515.9713.30-2.67
----
-0.86-0.010.85
204615.9613.30-2.66
----
-0.88-0.010.87
204715.9613.30-2.66
----
-0.91-0.010.89
204815.9613.30-2.66
----
-0.93-0.010.92
204915.9613.30-2.66
----
-0.95-0.010.94
205015.9713.30-2.67
----
-0.98-0.010.96
205115.9813.31-2.67
----
-1.00-0.020.99
205215.9913.31-2.68
----
-1.02-0.021.01
205316.0113.31-2.70
----
-1.04-0.021.03
205416.0413.31-2.72
----
-1.06-0.021.04
205516.0713.32-2.75
----
-1.08-0.021.06
205616.1113.32-2.79
----
-1.09-0.021.07
205716.1613.32-2.83
----
-1.11-0.021.09
205816.2113.33-2.88
----
-1.11-0.021.09
205916.2713.33-2.93
----
-1.12-0.021.10
206016.3213.34-2.99
----
-1.13-0.021.10
206116.3913.34-3.04
----
-1.13-0.021.10
206216.4413.35-3.10
----
-1.13-0.021.10
206316.5013.35-3.15
----
-1.13-0.021.10
206416.5513.36-3.19
----
-1.13-0.021.11
206516.6013.36-3.24
----
-1.13-0.021.11
206616.6513.36-3.29
----
-1.13-0.021.11
206716.7013.37-3.33
----
-1.13-0.021.11
206816.7513.37-3.38
----
-1.14-0.031.11
206916.8013.37-3.43
----
-1.14-0.031.12
207016.8513.38-3.48
----
-1.15-0.031.12
207116.9113.38-3.52
----
-1.15-0.021.13
207216.9613.39-3.57
----
-1.15-0.021.13
207317.0113.39-3.62
----
-1.15-0.021.13
207417.0613.39-3.67
----
-1.15-0.021.12
207517.1113.40-3.71
----
-1.15-0.021.12
207617.1413.40-3.74
----
-1.14-0.021.12
207717.1713.40-3.77
----
-1.14-0.031.12
207817.1813.40-3.78
----
-1.14-0.031.11
207917.1813.40-3.78
----
-1.13-0.031.11
208017.1713.40-3.77
----
-1.13-0.031.10
208117.1613.40-3.76
----
-1.12-0.031.09
208217.1313.40-3.73
----
-1.11-0.031.09
208317.1013.40-3.70
----
-1.11-0.031.08
208417.0613.39-3.66
----
-1.10-0.031.07
208517.0113.39-3.62
----
-1.10-0.031.07
208616.9613.39-3.57
----
-1.09-0.031.06
208716.9013.38-3.51
----
-1.09-0.031.06
208816.8313.38-3.45
----
-1.08-0.031.06
208916.7713.37-3.40
----
-1.08-0.031.05
209016.7113.37-3.34
----
-1.08-0.031.05
209116.6613.37-3.29
----
-1.08-0.031.05
209216.6213.37-3.26
----
-1.08-0.031.06
209316.5913.36-3.22
----
-1.08-0.031.06
209416.5613.36-3.20
----
-1.09-0.031.06
209516.5513.36-3.19
----
-1.09-0.031.07
209616.5513.36-3.18
----
-1.10-0.031.07
209716.5513.36-3.18
----
-1.10-0.031.07

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
2022-2096 16.34% 13.77% -2.57% 2036 -0.86% -0.01% 0.85%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.