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
202414.8712.93-1.94
187
0.000.040.04
202515.0413.06-1.98
168
-0.000.090.09
202615.2313.21-2.03
150
0.000.130.13
202715.3813.27-2.12
133
0.000.170.17
202815.5513.34-2.21
116
0.000.210.21
202915.7213.41-2.31
100
0.000.250.25
203015.8713.47-2.40
84
0.000.290.29
203116.0113.54-2.47
67
0.000.330.33
203216.1513.60-2.55
52
0.000.360.36
203316.2713.65-2.62
36
0.010.400.40
203416.3913.70-2.69
20
0.010.440.43
203516.4913.74-2.75
4
0.010.470.46
203616.5713.78-2.79
----
0.010.510.49
203716.6513.82-2.83
----
0.020.540.52
203816.7213.86-2.85
----
0.020.570.55
203916.7713.90-2.87
----
0.020.600.58
204016.8113.93-2.88
----
0.030.640.61
204116.8413.97-2.87
----
0.030.670.63
204216.8614.00-2.86
----
0.040.700.66
204316.8714.03-2.84
----
0.040.730.68
204416.9014.06-2.83
----
0.050.760.71
204516.9214.09-2.83
----
0.060.790.73
204616.9514.12-2.82
----
0.070.810.75
204716.9814.15-2.82
----
0.070.840.77
204817.0114.18-2.83
----
0.080.870.78
204917.0514.21-2.84
----
0.090.900.80
205017.0914.24-2.85
----
0.110.920.82
205117.1414.27-2.86
----
0.120.950.83
205217.1914.30-2.89
----
0.130.970.84
205317.2514.33-2.92
----
0.141.000.86
205417.3214.36-2.96
----
0.161.020.87
205517.4014.39-3.01
----
0.171.050.88
205617.4914.42-3.07
----
0.191.070.89
205717.5814.45-3.13
----
0.201.100.89
205817.6814.48-3.20
----
0.221.120.90
205917.7814.51-3.26
----
0.241.150.91
206017.8714.53-3.34
----
0.261.160.90
206117.9714.54-3.42
----
0.271.160.89
206218.0514.55-3.50
----
0.291.170.87
206318.1414.56-3.58
----
0.311.170.86
206418.2214.57-3.65
----
0.331.170.84
206518.3014.58-3.72
----
0.351.180.82
206618.3814.58-3.79
----
0.371.180.81
206718.4514.59-3.86
----
0.391.180.79
206818.5314.60-3.93
----
0.411.180.77
206918.6114.61-4.00
----
0.431.190.75
207018.6814.61-4.07
----
0.451.190.74
207118.7614.62-4.14
----
0.471.190.72
207218.8314.63-4.20
----
0.491.200.70
207318.9014.64-4.26
----
0.511.200.69
207418.9614.64-4.32
----
0.541.200.67
207519.0214.65-4.37
----
0.551.210.65
207619.0614.66-4.41
----
0.571.210.64
207719.0914.66-4.44
----
0.591.210.62
207819.1114.66-4.45
----
0.611.210.61
207919.1214.67-4.45
----
0.631.220.59
208019.1114.67-4.44
----
0.641.220.58
208119.0914.67-4.42
----
0.661.220.57
208219.0614.67-4.39
----
0.671.220.56
208319.0314.67-4.36
----
0.681.230.55
208418.9814.67-4.32
----
0.691.230.54
208518.9314.66-4.27
----
0.701.230.53
208618.8714.66-4.21
----
0.711.230.52
208718.8114.66-4.15
----
0.721.230.51
208818.7514.66-4.09
----
0.731.240.51
208918.6914.65-4.04
----
0.741.240.50
209018.6414.65-3.99
----
0.751.240.49
209118.5914.65-3.94
----
0.751.240.49
209218.5614.65-3.91
----
0.761.240.48
209318.5414.65-3.89
----
0.771.240.48
209418.5314.65-3.88
----
0.781.240.47
209518.5314.65-3.88
----
0.781.250.46
209618.5314.65-3.88
----
0.791.250.46
209718.5514.65-3.90
----
0.801.250.45
209818.5814.66-3.92
----
0.801.250.45

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 17.67% 14.66% -3.02% 2035 0.29% 0.88% 0.59%

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