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
202414.9512.89-2.06
186
0.090.00-0.08
202515.1312.98-2.15
166
0.080.00-0.08
202615.3213.08-2.23
147
0.090.00-0.08
202715.4713.10-2.37
129
0.090.00-0.08
202815.6413.13-2.50
111
0.090.00-0.08
202915.8013.17-2.64
93
0.080.00-0.08
203015.9513.19-2.77
75
0.080.00-0.08
203116.0913.22-2.87
57
0.080.00-0.08
203216.2313.24-2.98
39
0.080.00-0.08
203316.3513.25-3.10
21
0.080.00-0.08
203416.4613.26-3.20
2
0.080.00-0.07
203516.5613.27-3.28
----
0.080.00-0.07
203616.6313.28-3.36
----
0.080.00-0.07
203716.7113.29-3.43
----
0.080.00-0.07
203816.7713.29-3.48
----
0.080.00-0.07
203916.8213.30-3.53
----
0.080.00-0.07
204016.8613.30-3.56
----
0.070.00-0.07
204116.8813.30-3.58
----
0.070.00-0.07
204216.8913.31-3.59
----
0.070.00-0.07
204316.9013.31-3.60
----
0.070.00-0.07
204416.9213.31-3.61
----
0.070.00-0.07
204516.9413.31-3.62
----
0.070.00-0.07
204616.9613.31-3.64
----
0.070.00-0.07
204716.9813.32-3.66
----
0.080.00-0.07
204817.0013.32-3.68
----
0.080.00-0.07
204917.0313.32-3.71
----
0.080.00-0.07
205017.0613.33-3.74
----
0.080.00-0.07
205117.1013.33-3.77
----
0.080.00-0.07
205217.1413.33-3.81
----
0.080.00-0.07
205317.1913.34-3.85
----
0.080.00-0.08
205417.2513.34-3.90
----
0.080.00-0.08
205517.3113.35-3.97
----
0.080.00-0.08
205617.3813.35-4.03
----
0.080.00-0.08
205717.4613.36-4.10
----
0.080.00-0.08
205817.5413.37-4.17
----
0.080.00-0.08
205917.6213.37-4.25
----
0.080.00-0.08
206017.7013.38-4.32
----
0.080.00-0.08
206117.7713.38-4.39
----
0.080.00-0.08
206217.8413.39-4.45
----
0.080.00-0.08
206317.9113.39-4.51
----
0.080.00-0.08
206417.9713.40-4.57
----
0.080.00-0.08
206518.0313.40-4.62
----
0.080.00-0.08
206618.0813.41-4.68
----
0.080.00-0.08
206718.1413.41-4.73
----
0.080.00-0.08
206818.2013.42-4.78
----
0.080.00-0.08
206918.2513.42-4.83
----
0.080.00-0.08
207018.3113.43-4.88
----
0.080.00-0.08
207118.3613.43-4.93
----
0.080.00-0.07
207218.4113.44-4.98
----
0.080.00-0.07
207318.4613.44-5.02
----
0.080.00-0.07
207418.5113.44-5.06
----
0.080.00-0.07
207518.5413.45-5.10
----
0.080.00-0.07
207618.5713.45-5.12
----
0.080.00-0.07
207718.5813.45-5.13
----
0.080.00-0.07
207818.5813.45-5.13
----
0.080.00-0.07
207918.5713.45-5.12
----
0.080.00-0.07
208018.5513.45-5.09
----
0.080.00-0.07
208118.5113.45-5.06
----
0.080.00-0.07
208218.4713.45-5.03
----
0.080.00-0.07
208318.4213.45-4.98
----
0.080.00-0.08
208418.3713.44-4.93
----
0.080.00-0.08
208518.3113.44-4.87
----
0.080.00-0.08
208618.2413.43-4.81
----
0.080.00-0.08
208718.1713.43-4.74
----
0.080.00-0.08
208818.1013.43-4.67
----
0.080.00-0.08
208918.0313.42-4.61
----
0.080.00-0.08
209017.9713.42-4.56
----
0.080.00-0.08
209117.9213.41-4.51
----
0.080.00-0.08
209217.8813.41-4.47
----
0.080.00-0.08
209317.8513.41-4.44
----
0.080.00-0.08
209417.8313.41-4.42
----
0.080.00-0.08
209517.8213.41-4.42
----
0.080.00-0.08
209617.8213.41-4.42
----
0.080.00-0.08
209717.8313.41-4.42
----
0.080.00-0.07
209817.8513.41-4.44
----
0.080.00-0.07

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 17.46% 13.78% -3.68% 2034 0.08% 0.00% -0.07%

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