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
-0.00-0.000.00
202515.0412.97-2.07
168
-0.00-0.000.00
202615.2313.08-2.15
149
-0.00-0.000.00
202715.3713.09-2.28
131
-0.01-0.000.01
202815.5413.13-2.41
114
-0.02-0.000.01
202915.6913.16-2.53
96
-0.02-0.000.02
203015.8413.18-2.65
79
-0.04-0.000.03
203115.9513.21-2.74
61
-0.05-0.000.05
203216.0813.23-2.85
44
-0.06-0.000.06
203316.1913.24-2.94
26
-0.08-0.000.08
203416.2813.25-3.03
8
-0.10-0.010.09
203516.3613.26-3.10
----
-0.12-0.010.11
203616.4213.27-3.16
----
-0.13-0.010.13
203716.4813.27-3.21
----
-0.15-0.010.14
203816.5313.28-3.25
----
-0.17-0.010.16
203916.5613.28-3.28
----
-0.18-0.010.17
204016.5813.28-3.30
----
-0.20-0.010.19
204116.5913.29-3.31
----
-0.21-0.010.20
204216.5913.29-3.30
----
-0.23-0.010.21
204316.5913.29-3.30
----
-0.24-0.010.23
204416.5913.29-3.30
----
-0.25-0.020.24
204516.6013.29-3.31
----
-0.27-0.020.25
204616.6013.29-3.31
----
-0.28-0.020.26
204716.6113.29-3.32
----
-0.29-0.020.27
204816.6313.30-3.33
----
-0.30-0.020.28
204916.6413.30-3.34
----
-0.31-0.020.29
205016.6613.30-3.36
----
-0.32-0.020.30
205116.6913.30-3.38
----
-0.33-0.020.31
205216.7213.31-3.41
----
-0.34-0.020.32
205316.7613.31-3.45
----
-0.35-0.020.33
205416.8113.31-3.49
----
-0.36-0.020.34
205516.8613.32-3.54
----
-0.37-0.020.34
205616.9313.32-3.60
----
-0.37-0.020.35
205717.0013.33-3.67
----
-0.38-0.020.36
205817.0713.34-3.74
----
-0.39-0.020.36
205917.1513.34-3.81
----
-0.39-0.020.37
206017.2213.35-3.87
----
-0.40-0.020.37
206117.2913.35-3.94
----
-0.40-0.020.37
206217.3613.36-4.00
----
-0.40-0.020.38
206317.4213.37-4.06
----
-0.40-0.030.38
206417.4813.37-4.11
----
-0.41-0.030.38
206517.5413.38-4.16
----
-0.41-0.030.38
206617.5913.38-4.21
----
-0.41-0.030.38
206717.6513.38-4.26
----
-0.41-0.030.39
206817.7013.39-4.31
----
-0.41-0.030.39
206917.7613.39-4.37
----
-0.41-0.030.39
207017.8213.40-4.42
----
-0.42-0.030.39
207117.8713.40-4.47
----
-0.42-0.030.39
207217.9213.41-4.51
----
-0.42-0.030.39
207317.9613.41-4.55
----
-0.42-0.030.39
207418.0113.41-4.59
----
-0.42-0.030.39
207518.0413.42-4.63
----
-0.42-0.030.40
207618.0713.42-4.65
----
-0.42-0.030.40
207718.0813.42-4.66
----
-0.42-0.030.40
207818.0813.42-4.66
----
-0.42-0.030.40
207918.0713.42-4.65
----
-0.42-0.030.40
208018.0413.42-4.62
----
-0.42-0.030.40
208118.0113.42-4.59
----
-0.42-0.030.39
208217.9713.42-4.56
----
-0.42-0.030.39
208317.9313.41-4.51
----
-0.42-0.030.39
208417.8713.41-4.46
----
-0.42-0.030.39
208517.8113.41-4.41
----
-0.41-0.030.39
208617.7513.40-4.34
----
-0.41-0.030.39
208717.6813.40-4.28
----
-0.41-0.030.38
208817.6113.40-4.22
----
-0.41-0.030.38
208917.5513.39-4.16
----
-0.41-0.030.38
209017.4913.39-4.10
----
-0.40-0.030.38
209117.4413.38-4.05
----
-0.40-0.030.38
209217.4013.38-4.02
----
-0.40-0.030.38
209317.3713.38-3.99
----
-0.40-0.030.38
209417.3513.38-3.97
----
-0.40-0.030.37
209517.3413.38-3.97
----
-0.40-0.030.37
209617.3413.38-3.97
----
-0.40-0.030.37
209717.3513.38-3.97
----
-0.40-0.030.37
209817.3713.38-3.99
----
-0.40-0.030.37

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 17.09% 13.76% -3.33% 2034 -0.29% -0.02% 0.27%

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