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
202214.0512.79-1.26
230
0.000.000.00
202314.2713.04-1.23
211
-0.040.000.04
202414.3712.96-1.41
196
-0.080.010.08
202514.5412.98-1.57
179
-0.110.010.12
202614.7313.09-1.64
163
-0.160.010.16
202714.9013.11-1.79
147
-0.200.010.21
202815.0813.15-1.93
132
-0.240.010.26
202915.2413.19-2.05
116
-0.290.010.30
203015.3813.21-2.17
101
-0.340.010.36
203115.4913.24-2.25
85
-0.420.010.43
203215.5713.25-2.32
71
-0.500.010.51
203315.6313.26-2.36
56
-0.580.010.58
203415.6613.27-2.40
41
-0.660.000.66
203515.6813.27-2.41
26
-0.74-0.000.74
203615.6713.27-2.40
11
-0.83-0.010.82
203715.6713.28-2.39
----
-0.91-0.010.90
203815.6613.28-2.38
----
-0.98-0.010.97
203915.6513.28-2.37
----
-1.04-0.021.03
204015.6213.28-2.34
----
-1.10-0.021.08
204115.5913.28-2.31
----
-1.15-0.021.13
204215.5713.28-2.29
----
-1.19-0.021.17
204315.5413.28-2.26
----
-1.24-0.021.22
204415.5213.28-2.24
----
-1.29-0.031.26
204515.4913.28-2.21
----
-1.33-0.031.30
204615.4713.28-2.19
----
-1.37-0.031.34
204715.4513.28-2.17
----
-1.42-0.031.38
204815.4313.28-2.15
----
-1.46-0.041.43
204915.4013.28-2.13
----
-1.51-0.041.47
205015.3913.28-2.11
----
-1.56-0.041.52
205115.3613.28-2.08
----
-1.62-0.041.58
205215.3413.28-2.06
----
-1.67-0.041.63
205315.3413.28-2.05
----
-1.72-0.051.67
205415.3413.28-2.05
----
-1.76-0.051.71
205515.3513.29-2.06
----
-1.80-0.051.75
205615.3613.29-2.07
----
-1.84-0.051.79
205715.3913.29-2.09
----
-1.88-0.051.82
205815.4113.29-2.12
----
-1.91-0.061.85
205915.4513.30-2.15
----
-1.94-0.061.88
206015.4813.30-2.18
----
-1.97-0.061.91
206115.5113.30-2.21
----
-2.00-0.061.94
206215.5413.31-2.24
----
-2.03-0.061.96
206315.5713.31-2.26
----
-2.06-0.061.99
206415.5913.31-2.28
----
-2.09-0.072.02
206515.6113.31-2.29
----
-2.12-0.072.06
206615.6313.32-2.31
----
-2.16-0.072.09
206715.6413.32-2.32
----
-2.20-0.072.12
206815.6513.32-2.34
----
-2.23-0.082.16
206915.6813.32-2.35
----
-2.27-0.082.19
207015.7013.32-2.37
----
-2.31-0.082.23
207115.7113.33-2.39
----
-2.34-0.082.26
207215.7313.33-2.40
----
-2.38-0.082.30
207315.7513.33-2.42
----
-2.42-0.082.33
207415.7613.33-2.43
----
-2.45-0.092.37
207515.7713.33-2.43
----
-2.49-0.092.40
207615.7613.33-2.42
----
-2.53-0.092.44
207715.7513.33-2.41
----
-2.57-0.092.47
207815.7213.33-2.39
----
-2.60-0.102.50
207915.6913.33-2.36
----
-2.62-0.102.52
208015.6613.33-2.33
----
-2.64-0.102.54
208115.6213.32-2.29
----
-2.66-0.102.55
208215.5713.32-2.25
----
-2.67-0.102.57
208315.5213.32-2.20
----
-2.69-0.112.58
208415.4613.31-2.15
----
-2.70-0.112.59
208515.3913.31-2.08
----
-2.72-0.112.61
208615.3113.31-2.00
----
-2.74-0.112.63
208715.2313.30-1.93
----
-2.75-0.112.64
208815.1513.30-1.86
----
-2.76-0.112.65
208915.0813.29-1.79
----
-2.77-0.112.66
209014.9913.29-1.70
----
-2.80-0.112.69
209114.9413.29-1.65
----
-2.81-0.112.70
209214.8913.29-1.61
----
-2.81-0.102.71
209314.8613.29-1.57
----
-2.82-0.102.71
209414.8313.28-1.54
----
-2.82-0.112.72
209514.8113.28-1.53
----
-2.84-0.112.73
209614.8013.27-1.52
----
-2.85-0.122.73
209714.7913.26-1.52
----
-2.86-0.122.74

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
2022-2096 15.54% 13.73% -1.81% 2036 -1.66% -0.05% 1.61%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.