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
202615.1313.07-2.06
153
-0.07-0.000.07
202715.2113.10-2.11
136
-0.15-0.010.14
202815.2013.12-2.08
120
-0.22-0.010.21
202915.1813.15-2.03
105
-0.29-0.010.28
203015.1713.16-2.01
91
-0.36-0.020.34
203115.1513.18-1.97
77
-0.43-0.020.40
203215.1113.19-1.92
63
-0.49-0.030.46
203315.1113.23-1.88
51
-0.55-0.030.52
203415.1613.24-1.92
38
-0.61-0.040.58
203515.2213.25-1.97
26
-0.67-0.040.63
203615.2713.25-2.01
13
-0.72-0.040.68
203715.3213.26-2.06
1
-0.77-0.050.73
203815.3513.26-2.09

-0.82-0.050.77
203915.3813.27-2.12

-0.87-0.050.82
204015.4113.27-2.14

-0.91-0.050.86
204115.4413.27-2.16

-0.95-0.060.89
204215.4513.28-2.18

-0.98-0.060.92
204315.4613.28-2.19

-1.01-0.060.95
204415.4813.28-2.20

-1.04-0.060.98
204515.4813.28-2.20

-1.07-0.061.00
204615.5013.28-2.21

-1.09-0.071.03
204715.5113.28-2.23

-1.11-0.071.04
204815.5313.29-2.25

-1.13-0.071.06
204915.5613.29-2.27

-1.15-0.071.08
205015.6013.29-2.31

-1.16-0.071.09
205115.6413.30-2.34

-1.17-0.071.10
205215.6913.30-2.38

-1.18-0.071.11
205315.7413.31-2.43

-1.20-0.071.12
205415.8013.31-2.49

-1.21-0.071.13
205515.8613.32-2.55

-1.21-0.071.14
205615.9313.32-2.61

-1.22-0.071.15
205716.0113.33-2.68

-1.23-0.081.16
205816.0913.33-2.75

-1.24-0.081.17
205916.1713.34-2.82

-1.25-0.081.17
206016.2413.35-2.89

-1.26-0.081.18
206116.3113.35-2.96

-1.27-0.081.19
206216.3813.36-3.02

-1.28-0.081.20
206316.4413.36-3.07

-1.29-0.081.21
206416.4913.37-3.12

-1.30-0.081.22
206516.5513.37-3.17

-1.31-0.081.23
206616.6013.38-3.22

-1.32-0.081.23
206716.6613.38-3.27

-1.33-0.081.24
206816.7113.39-3.33

-1.33-0.081.25
206916.7713.39-3.38

-1.34-0.081.26
207016.8313.40-3.43

-1.35-0.081.27
207116.8913.40-3.49

-1.36-0.081.28
207216.9413.40-3.54

-1.37-0.091.29
207317.0013.41-3.59

-1.38-0.091.29
207417.0413.41-3.63

-1.39-0.091.30
207517.0913.42-3.67

-1.40-0.091.31
207617.1213.42-3.70

-1.40-0.091.32
207717.1513.42-3.73

-1.41-0.091.32
207817.1713.42-3.74

-1.42-0.091.33
207917.1713.42-3.75

-1.42-0.091.33
208017.1713.43-3.75

-1.42-0.091.34
208117.1613.43-3.74

-1.43-0.091.34
208217.1413.42-3.72

-1.43-0.091.34
208317.1113.42-3.69

-1.43-0.091.34
208417.0813.42-3.66

-1.43-0.091.34
208517.0413.42-3.62

-1.43-0.091.34
208616.9813.42-3.57

-1.43-0.091.34
208716.9313.41-3.52

-1.43-0.091.34
208816.8713.41-3.46

-1.43-0.091.34
208916.8113.40-3.41

-1.43-0.091.34
209016.7613.40-3.36

-1.43-0.091.34
209116.7113.40-3.32

-1.43-0.091.34
209216.6813.40-3.28

-1.43-0.091.34
209316.6613.39-3.26

-1.43-0.091.34
209416.6413.39-3.25

-1.42-0.091.33
209516.6413.39-3.25

-1.42-0.091.33
209616.6513.39-3.26

-1.42-0.091.33
209716.6713.40-3.28

-1.42-0.091.33
209816.7013.40-3.30

-1.42-0.091.33
209916.7313.40-3.33

-1.43-0.091.34

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 16.22% 13.73% -2.48% 2037 -1.08% -0.07% 1.01%

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