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
202515.0412.97-2.07
168
-0.00-0.000.00
202615.2313.08-2.14
149
-0.010.000.01
202715.3513.10-2.25
132
-0.030.000.04
202815.5013.14-2.36
114
-0.060.010.07
202915.6313.17-2.46
97
-0.080.010.09
203015.7713.20-2.57
80
-0.100.010.12
203115.8913.23-2.66
63
-0.120.020.13
203216.0213.25-2.76
46
-0.130.010.14
203316.1313.26-2.86
29
-0.140.010.15
203416.2313.27-2.96
12
-0.150.010.16
203516.3213.28-3.04
----
-0.160.010.17
203616.4013.29-3.11
----
-0.160.010.17
203716.4713.29-3.18
----
-0.170.010.18
203816.5213.30-3.23
----
-0.170.010.18
203916.5713.30-3.26
----
-0.180.010.19
204016.5913.31-3.29
----
-0.190.010.20
204116.6113.31-3.30
----
-0.200.010.21
204216.6113.31-3.30
----
-0.210.010.22
204316.6113.31-3.29
----
-0.220.010.23
204416.6113.31-3.29
----
-0.240.010.25
204516.6113.32-3.30
----
-0.250.010.26
204616.6213.32-3.30
----
-0.260.010.27
204716.6313.32-3.31
----
-0.270.010.28
204816.6413.32-3.32
----
-0.290.010.29
204916.6613.32-3.33
----
-0.300.010.31
205016.6713.33-3.35
----
-0.310.010.32
205116.6913.33-3.36
----
-0.330.010.33
205216.7113.33-3.38
----
-0.350.000.35
205316.7513.34-3.41
----
-0.360.000.37
205416.7813.34-3.44
----
-0.380.000.38
205516.8313.34-3.49
----
-0.400.000.40
205616.8913.35-3.54
----
-0.410.000.41
205716.9513.35-3.60
----
-0.430.000.43
205817.0213.36-3.66
----
-0.44-0.000.44
205917.0813.37-3.72
----
-0.45-0.000.45
206017.1513.37-3.78
----
-0.47-0.000.47
206117.2113.38-3.83
----
-0.48-0.000.48
206217.2613.38-3.88
----
-0.50-0.000.49
206317.3113.39-3.93
----
-0.51-0.010.51
206417.3613.39-3.97
----
-0.53-0.010.52
206517.4113.39-4.01
----
-0.54-0.010.53
206617.4513.40-4.05
----
-0.55-0.010.55
206717.4913.40-4.09
----
-0.57-0.010.56
206817.5313.40-4.13
----
-0.58-0.010.57
206917.5813.41-4.17
----
-0.60-0.010.59
207017.6213.41-4.21
----
-0.61-0.010.60
207117.6613.42-4.24
----
-0.63-0.010.61
207217.7013.42-4.28
----
-0.64-0.010.62
207317.7413.42-4.31
----
-0.65-0.010.63
207417.7713.43-4.35
----
-0.65-0.010.64
207517.8013.43-4.38
----
-0.66-0.020.65
207617.8213.43-4.39
----
-0.67-0.020.65
207717.8313.43-4.40
----
-0.67-0.020.66
207817.8313.43-4.39
----
-0.68-0.020.66
207917.8113.43-4.38
----
-0.68-0.020.67
208017.7813.43-4.35
----
-0.69-0.020.67
208117.7513.43-4.32
----
-0.69-0.020.67
208217.7013.42-4.28
----
-0.69-0.020.67
208317.6613.42-4.23
----
-0.69-0.020.67
208417.6013.42-4.18
----
-0.69-0.020.67
208517.5413.41-4.12
----
-0.69-0.020.67
208617.4713.41-4.06
----
-0.69-0.020.67
208717.4013.41-3.99
----
-0.69-0.020.67
208817.3313.40-3.93
----
-0.69-0.020.67
208917.2613.40-3.86
----
-0.69-0.020.67
209017.2013.39-3.80
----
-0.70-0.020.68
209117.1413.39-3.75
----
-0.70-0.020.68
209217.1013.39-3.71
----
-0.70-0.020.68
209317.0613.39-3.68
----
-0.71-0.020.69
209417.0413.38-3.66
----
-0.71-0.020.69
209517.0313.38-3.64
----
-0.71-0.020.70
209617.0313.38-3.64
----
-0.72-0.020.70
209717.0313.39-3.65
----
-0.72-0.020.70
209817.0513.39-3.66
----
-0.73-0.020.71

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 16.98% 13.77% -3.20% 2034 -0.41% -0.00% 0.40%

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