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
202414.7113.03-1.68
188
0.000.000.00
202515.0012.89-2.11
171
0.000.000.00
202615.0613.07-1.99
154
-0.15-0.010.14
202715.0713.09-1.97
138
-0.29-0.010.28
202814.9813.11-1.87
123
-0.44-0.020.41
202914.8913.13-1.76
110
-0.58-0.030.55
203014.8213.14-1.67
97
-0.71-0.040.68
203114.7313.16-1.58
86
-0.84-0.050.80
203214.6413.17-1.47
75
-0.97-0.050.91
203314.5813.20-1.37
65
-1.08-0.061.02
203414.5713.21-1.37
55
-1.20-0.071.13
203514.5713.21-1.36
46
-1.31-0.081.23
203614.5713.21-1.36
37
-1.41-0.081.33
203714.5813.22-1.36
28
-1.51-0.091.42
203814.5713.22-1.36
19
-1.60-0.091.51
203914.5613.22-1.34
10
-1.69-0.101.59
204014.5513.22-1.34
1
-1.77-0.101.66
204114.5513.22-1.33

-1.84-0.111.73
204214.5313.22-1.31

-1.90-0.111.79
204314.5213.22-1.30

-1.96-0.121.84
204414.5013.22-1.28

-2.01-0.121.89
204514.4913.22-1.27

-2.06-0.121.94
204614.4913.22-1.26

-2.10-0.131.97
204714.4913.22-1.26

-2.14-0.132.01
204814.4913.22-1.27

-2.17-0.132.04
204914.5113.23-1.28

-2.20-0.132.07
205014.5313.23-1.30

-2.23-0.132.09
205114.5613.23-1.33

-2.25-0.142.11
205214.6013.24-1.36

-2.27-0.142.13
205314.6413.24-1.40

-2.29-0.142.15
205414.6913.24-1.45

-2.31-0.142.17
205514.7513.25-1.50

-2.32-0.142.18
205614.8213.25-1.56

-2.34-0.142.20
205714.8813.26-1.63

-2.36-0.142.21
205814.9613.27-1.69

-2.38-0.152.23
205915.0213.27-1.75

-2.39-0.152.25
206015.0913.28-1.81

-2.41-0.152.26
206115.1513.28-1.87

-2.43-0.152.28
206215.2113.29-1.92

-2.45-0.152.30
206315.2613.29-1.97

-2.46-0.152.31
206415.3113.29-2.01

-2.48-0.152.33
206515.3613.30-2.06

-2.50-0.152.34
206615.4013.30-2.10

-2.51-0.162.36
206715.4513.31-2.14

-2.53-0.162.37
206815.5013.31-2.19

-2.55-0.162.39
206915.5513.31-2.23

-2.57-0.162.41
207015.6013.32-2.28

-2.58-0.162.42
207115.6513.32-2.33

-2.60-0.162.44
207215.7013.33-2.37

-2.62-0.162.45
207315.7413.33-2.41

-2.63-0.162.47
207415.7813.33-2.45

-2.65-0.172.48
207515.8213.34-2.48

-2.66-0.172.50
207615.8513.34-2.51

-2.68-0.172.51
207715.8713.34-2.53

-2.69-0.172.52
207815.8913.34-2.54

-2.70-0.172.53
207915.8913.34-2.54

-2.71-0.172.54
208015.8813.34-2.54

-2.71-0.172.54
208115.8713.34-2.52

-2.72-0.172.55
208215.8513.34-2.50

-2.73-0.172.55
208315.8213.34-2.47

-2.73-0.172.56
208415.7813.34-2.44

-2.73-0.172.56
208515.7413.34-2.40

-2.73-0.172.56
208615.6913.33-2.35

-2.73-0.172.56
208715.6313.33-2.30

-2.73-0.172.56
208815.5713.33-2.25

-2.73-0.172.56
208915.5213.32-2.20

-2.73-0.172.55
209015.4713.32-2.15

-2.72-0.172.55
209115.4213.32-2.11

-2.72-0.172.55
209215.3913.32-2.08

-2.71-0.172.54
209315.3713.31-2.05

-2.71-0.172.54
209415.3613.31-2.05

-2.71-0.172.54
209515.3613.31-2.05

-2.71-0.172.54
209615.3713.31-2.05

-2.71-0.172.54
209715.3913.32-2.07

-2.71-0.172.54
209815.4113.32-2.10

-2.71-0.172.54
209915.4513.32-2.13

-2.71-0.172.54

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
2024-2098 15.23% 13.67% -1.55% 2040 -2.07% -0.13% 1.95%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2024 Trustees Report.