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
202815.7013.14-2.57
113
0.150.01-0.14
202915.8713.17-2.70
94
0.150.01-0.15
203016.0313.19-2.84
76
0.160.01-0.15
203116.1713.22-2.94
57
0.160.01-0.15
203216.3113.25-3.06
39
0.170.01-0.16
203316.4413.26-3.18
20
0.170.01-0.16
203416.5613.27-3.29
1
0.170.01-0.16
203516.6613.28-3.38
----
0.180.01-0.17
203616.7413.29-3.45
----
0.180.01-0.17
203716.8213.29-3.53
----
0.190.01-0.18
203816.8913.30-3.59
----
0.190.01-0.18
203916.9413.30-3.64
----
0.190.01-0.18
204016.9813.31-3.67
----
0.200.01-0.19
204117.0113.31-3.69
----
0.200.01-0.19
204217.0213.31-3.71
----
0.200.01-0.19
204317.0413.32-3.72
----
0.210.01-0.19
204417.0613.32-3.74
----
0.210.01-0.20
204517.0813.32-3.75
----
0.210.01-0.20
204617.1013.32-3.77
----
0.220.01-0.20
204717.1213.33-3.80
----
0.220.01-0.21
204817.1513.33-3.82
----
0.220.01-0.21
204917.1813.33-3.85
----
0.220.01-0.21
205017.2113.33-3.88
----
0.230.01-0.21
205117.2513.34-3.91
----
0.230.01-0.22
205217.2913.34-3.95
----
0.230.01-0.22
205317.3413.35-4.00
----
0.240.01-0.22
205417.4013.35-4.05
----
0.240.01-0.22
205517.4713.36-4.12
----
0.240.01-0.23
205617.5513.36-4.19
----
0.250.02-0.23
205717.6313.37-4.26
----
0.250.02-0.24
205817.7113.38-4.34
----
0.250.02-0.24
205917.8013.38-4.41
----
0.260.02-0.24
206017.8813.39-4.49
----
0.260.02-0.25
206117.9613.40-4.56
----
0.270.02-0.25
206218.0313.40-4.63
----
0.270.02-0.25
206318.1013.41-4.69
----
0.270.02-0.26
206418.1613.41-4.75
----
0.280.02-0.26
206518.2213.42-4.80
----
0.280.02-0.26
206618.2813.42-4.86
----
0.280.02-0.26
206718.3413.43-4.91
----
0.280.02-0.26
206818.3913.43-4.96
----
0.280.02-0.26
206918.4513.44-5.02
----
0.280.02-0.26
207018.5113.44-5.07
----
0.280.02-0.26
207118.5613.44-5.12
----
0.280.02-0.26
207218.6113.45-5.17
----
0.280.02-0.26
207318.6613.45-5.21
----
0.280.02-0.26
207418.7113.46-5.25
----
0.280.02-0.26
207518.7513.46-5.29
----
0.280.02-0.26
207618.7713.46-5.31
----
0.280.02-0.26
207718.7813.46-5.32
----
0.280.02-0.26
207818.7913.47-5.32
----
0.280.02-0.26
207918.7713.47-5.31
----
0.280.02-0.26
208018.7513.46-5.28
----
0.280.02-0.26
208118.7113.46-5.25
----
0.280.02-0.26
208218.6713.46-5.21
----
0.280.02-0.26
208318.6213.46-5.17
----
0.280.02-0.26
208418.5713.45-5.11
----
0.280.02-0.26
208518.5013.45-5.05
----
0.280.02-0.26
208618.4313.45-4.99
----
0.270.02-0.26
208718.3613.44-4.92
----
0.270.02-0.25
208818.2913.44-4.85
----
0.270.02-0.25
208918.2213.43-4.79
----
0.270.02-0.25
209018.1613.43-4.73
----
0.270.02-0.25
209118.1013.43-4.68
----
0.260.02-0.25
209218.0613.42-4.64
----
0.260.02-0.25
209318.0313.42-4.61
----
0.260.02-0.24
209418.0113.42-4.59
----
0.260.02-0.24
209518.0013.42-4.58
----
0.260.02-0.24
209618.0013.42-4.58
----
0.260.02-0.24
209718.0113.42-4.59
----
0.260.02-0.24
209818.0313.42-4.61
----
0.260.02-0.24

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 17.61% 13.79% -3.81% 2034 0.22% 0.01% -0.21%

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