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
202414.8713.14-1.73
187
0.000.250.25
202515.0413.47-1.57
169
-0.000.500.50
202615.2313.81-1.43
154
-0.000.720.72
202715.3814.02-1.36
141
0.000.930.93
202815.5514.24-1.32
128
0.001.111.11
202915.7214.43-1.29
117
0.001.271.27
203015.8714.61-1.27
107
0.001.421.42
203116.0114.77-1.24
97
0.011.561.56
203216.1514.92-1.23
88
0.011.681.68
203316.2815.04-1.23
80
0.011.801.79
203416.4015.06-1.33
72
0.011.801.79
203516.5015.07-1.42
64
0.021.811.79
203616.5815.08-1.50
56
0.021.811.79
203716.6615.09-1.57
47
0.031.811.78
203816.7315.10-1.63
38
0.031.811.78
203916.7915.11-1.68
29
0.041.811.77
204016.8315.11-1.72
19
0.051.811.76
204116.8615.12-1.75
9
0.061.821.76
204216.8915.12-1.77
----
0.071.821.75
204316.9115.12-1.78
----
0.081.821.74
204416.9415.13-1.81
----
0.091.821.73
204516.9715.13-1.83
----
0.101.831.72
204617.0015.14-1.86
----
0.121.831.71
204717.0415.14-1.89
----
0.131.831.70
204817.0715.15-1.92
----
0.151.831.69
204917.1215.16-1.96
----
0.161.841.67
205017.1715.16-2.01
----
0.181.841.66
205117.2215.17-2.05
----
0.201.841.64
205217.2815.17-2.10
----
0.221.851.63
205317.3515.18-2.17
----
0.241.851.61
205417.4215.19-2.23
----
0.261.851.59
205517.5115.20-2.31
----
0.281.861.58
205617.6115.21-2.40
----
0.301.861.56
205717.7015.22-2.49
----
0.331.861.54
205817.8115.23-2.58
----
0.351.871.52
205917.9115.24-2.67
----
0.371.871.50
206018.0115.25-2.77
----
0.401.871.48
206118.1115.26-2.85
----
0.421.881.46
206218.2015.27-2.94
----
0.441.881.44
206318.2915.27-3.02
----
0.471.881.42
206418.3815.28-3.09
----
0.491.891.40
206518.4615.29-3.17
----
0.521.891.38
206618.5415.30-3.24
----
0.541.891.36
206718.6215.31-3.31
----
0.561.901.34
206818.7015.31-3.39
----
0.581.901.32
206918.7815.32-3.46
----
0.611.901.30
207018.8615.33-3.53
----
0.631.911.28
207118.9315.34-3.59
----
0.651.911.26
207219.0015.34-3.66
----
0.671.911.25
207319.0715.35-3.72
----
0.691.921.23
207419.1315.36-3.77
----
0.701.921.21
207519.1815.36-3.82
----
0.721.921.20
207619.2315.37-3.86
----
0.741.921.19
207719.2515.37-3.88
----
0.751.931.18
207819.2715.38-3.89
----
0.761.931.17
207919.2615.38-3.89
----
0.771.931.16
208019.2515.38-3.87
----
0.781.931.15
208119.2215.38-3.85
----
0.791.931.14
208219.1915.38-3.81
----
0.801.931.14
208319.1515.38-3.77
----
0.801.931.13
208419.0915.37-3.72
----
0.811.941.13
208519.0415.37-3.67
----
0.811.941.13
208618.9715.37-3.60
----
0.811.941.13
208718.9015.36-3.54
----
0.811.941.13
208818.8315.36-3.47
----
0.811.941.13
208918.7715.36-3.41
----
0.811.941.13
209018.7115.35-3.35
----
0.811.941.13
209118.6515.35-3.30
----
0.811.941.13
209218.6115.35-3.27
----
0.811.941.13
209318.5815.35-3.24
----
0.811.941.13
209418.5715.35-3.22
----
0.811.941.13
209518.5615.35-3.21
----
0.821.941.13
209618.5615.35-3.21
----
0.821.941.13
209718.5715.35-3.22
----
0.821.941.13
209818.5915.35-3.24
----
0.821.941.12

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 17.75% 15.51% -2.24% 2041 0.37% 1.74% 1.37%

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