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
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.21-2.79
60
0.000.000.00
203216.1413.24-2.91
43
0.000.000.00
203316.2713.25-3.02
25
-0.00-0.000.00
203416.3813.26-3.12
7
-0.00-0.000.00
203516.4813.27-3.21
----
-0.00-0.000.00
203616.5513.27-3.28
----
-0.00-0.000.00
203716.6313.28-3.35
----
-0.01-0.000.01
203816.6913.29-3.40
----
-0.01-0.000.01
203916.7313.29-3.44
----
-0.01-0.000.01
204016.7613.30-3.47
----
-0.02-0.000.02
204116.7813.30-3.48
----
-0.03-0.000.03
204216.7813.30-3.48
----
-0.04-0.000.04
204316.7813.30-3.48
----
-0.05-0.000.05
204416.7813.30-3.48
----
-0.07-0.000.06
204516.7813.30-3.48
----
-0.08-0.010.08
204616.7813.30-3.47
----
-0.10-0.010.10
204716.7813.30-3.47
----
-0.12-0.010.12
204816.7813.31-3.47
----
-0.15-0.010.14
204916.7913.31-3.48
----
-0.17-0.010.16
205016.7913.31-3.48
----
-0.20-0.010.18
205116.7913.31-3.48
----
-0.22-0.010.21
205216.8113.31-3.49
----
-0.25-0.020.24
205316.8213.31-3.51
----
-0.28-0.020.27
205416.8513.32-3.53
----
-0.32-0.020.30
205516.8813.32-3.56
----
-0.35-0.020.33
205616.9213.32-3.59
----
-0.39-0.020.36
205716.9513.33-3.63
----
-0.42-0.030.40
205817.0013.33-3.66
----
-0.46-0.030.43
205917.0413.34-3.70
----
-0.50-0.030.47
206017.0813.34-3.74
----
-0.54-0.030.51
206117.1113.34-3.77
----
-0.58-0.040.54
206217.1413.35-3.79
----
-0.62-0.040.58
206317.1713.35-3.82
----
-0.66-0.040.62
206417.1913.35-3.83
----
-0.70-0.040.66
206517.2113.35-3.85
----
-0.74-0.050.69
206617.2213.36-3.87
----
-0.78-0.050.73
206717.2413.36-3.88
----
-0.82-0.050.77
206817.2613.36-3.90
----
-0.86-0.050.81
206917.2713.36-3.91
----
-0.90-0.060.84
207017.2913.36-3.93
----
-0.94-0.060.88
207117.3013.37-3.94
----
-0.98-0.060.92
207217.3113.37-3.95
----
-1.02-0.060.96
207317.3213.37-3.95
----
-1.06-0.070.99
207417.3313.37-3.96
----
-1.10-0.071.03
207517.3213.37-3.95
----
-1.14-0.071.07
207617.3113.37-3.94
----
-1.18-0.071.10
207717.2913.37-3.92
----
-1.22-0.081.14
207817.2513.37-3.88
----
-1.25-0.081.17
207917.2013.37-3.84
----
-1.29-0.081.20
208017.1513.36-3.78
----
-1.32-0.081.24
208117.0813.36-3.72
----
-1.35-0.081.27
208217.0113.36-3.66
----
-1.38-0.091.29
208316.9313.35-3.58
----
-1.41-0.091.32
208416.8513.35-3.50
----
-1.44-0.091.35
208516.7613.34-3.42
----
-1.47-0.091.37
208616.6713.34-3.33
----
-1.49-0.091.40
208716.5713.33-3.24
----
-1.52-0.101.42
208816.4813.32-3.15
----
-1.54-0.101.45
208916.3913.32-3.07
----
-1.57-0.101.47
209016.3013.31-2.99
----
-1.59-0.101.49
209116.2213.31-2.92
----
-1.62-0.101.52
209216.1613.30-2.85
----
-1.64-0.101.54
209316.1013.30-2.80
----
-1.67-0.111.57
209416.0513.30-2.76
----
-1.70-0.111.59
209516.0113.29-2.72
----
-1.73-0.111.62
209615.9813.29-2.69
----
-1.76-0.111.65
209715.9613.29-2.67
----
-1.79-0.111.68
209815.9513.29-2.66
----
-1.82-0.121.71

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 16.78% 13.74% -3.04% 2034 -0.60% -0.04% 0.57%

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