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
202615.1613.07-2.09
153
-0.04-0.000.04
202715.2713.10-2.17
136
-0.09-0.000.08
202815.2913.13-2.16
119
-0.13-0.010.13
202915.2913.15-2.14
103
-0.17-0.010.17
203015.3113.17-2.14
88
-0.22-0.010.21
203115.3213.19-2.13
73
-0.26-0.010.24
203215.3113.20-2.10
59
-0.30-0.020.28
203315.3313.25-2.08
45
-0.33-0.020.31
203415.4013.26-2.15
32
-0.37-0.020.35
203515.4813.26-2.22
18
-0.40-0.020.38
203615.5513.27-2.28
4
-0.44-0.030.41
203715.6213.28-2.35

-0.47-0.030.44
203815.6813.28-2.40

-0.50-0.030.47
203915.7213.29-2.44

-0.53-0.030.50
204015.7713.29-2.48

-0.55-0.030.52
204115.8113.30-2.51

-0.58-0.030.54
204215.8413.30-2.54

-0.60-0.040.56
204315.8613.30-2.56

-0.62-0.040.58
204415.8813.30-2.58

-0.64-0.040.60
204515.9013.31-2.60

-0.65-0.040.61
204615.9213.31-2.61

-0.66-0.040.62
204715.9513.31-2.64

-0.68-0.040.64
204815.9813.31-2.66

-0.69-0.040.65
204916.0113.32-2.69

-0.70-0.040.66
205016.0513.32-2.73

-0.71-0.040.66
205116.0913.32-2.77

-0.72-0.040.67
205216.1513.33-2.82

-0.72-0.040.68
205316.2013.33-2.87

-0.73-0.040.69
205416.2713.34-2.93

-0.74-0.040.69
205516.3413.34-2.99

-0.74-0.050.70
205616.4113.35-3.06

-0.75-0.050.70
205716.4913.36-3.13

-0.75-0.050.71
205816.5713.36-3.21

-0.76-0.050.71
205916.6513.37-3.28

-0.76-0.050.72
206016.7313.38-3.35

-0.77-0.050.72
206116.8113.38-3.42

-0.78-0.050.73
206216.8713.39-3.48

-0.78-0.050.73
206316.9413.39-3.54

-0.79-0.050.74
206417.0013.40-3.60

-0.79-0.050.74
206517.0513.40-3.65

-0.80-0.050.75
206617.1113.41-3.70

-0.80-0.050.75
206717.1713.41-3.76

-0.81-0.050.76
206817.2313.42-3.81

-0.82-0.050.77
206917.2913.42-3.87

-0.82-0.050.77
207017.3613.43-3.93

-0.83-0.050.78
207117.4213.43-3.98

-0.83-0.050.78
207217.4813.44-4.04

-0.84-0.050.79
207317.5313.44-4.09

-0.84-0.050.79
207417.5813.45-4.14

-0.85-0.050.80
207517.6313.45-4.18

-0.85-0.050.80
207617.6713.45-4.21

-0.86-0.050.80
207717.7013.46-4.24

-0.86-0.050.81
207817.7213.46-4.26

-0.87-0.050.81
207917.7313.46-4.27

-0.87-0.050.81
208017.7213.46-4.26

-0.87-0.050.82
208117.7113.46-4.25

-0.87-0.050.82
208217.7013.46-4.24

-0.88-0.050.82
208317.6713.46-4.21

-0.88-0.060.82
208417.6413.46-4.18

-0.88-0.060.82
208517.5913.45-4.14

-0.88-0.060.82
208617.5413.45-4.09

-0.88-0.060.82
208717.4913.45-4.04

-0.88-0.060.82
208817.4313.44-3.98

-0.88-0.060.82
208917.3713.44-3.93

-0.88-0.060.82
209017.3113.44-3.88

-0.88-0.060.82
209117.2713.43-3.83

-0.87-0.060.82
209217.2313.43-3.80

-0.87-0.050.82
209317.2113.43-3.78

-0.87-0.050.82
209417.2013.43-3.77

-0.87-0.050.82
209517.1913.43-3.77

-0.87-0.050.82
209617.2013.43-3.78

-0.87-0.050.82
209717.2213.43-3.79

-0.87-0.050.82
209817.2513.43-3.82

-0.87-0.050.82
209917.2913.44-3.85

-0.87-0.050.82

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 16.64% 13.76% -2.88% 2036 -0.66% -0.04% 0.62%

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