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
202615.2013.07-2.13
152
0.000.000.00
202715.3613.11-2.25
134
0.000.000.00
202815.4213.13-2.28
117
0.000.000.00
202915.4713.16-2.31
101
0.000.000.00
203015.5313.18-2.35
84
0.000.000.00
203115.5713.20-2.37
68
-0.00-0.000.00
203215.6013.22-2.38
53
-0.01-0.000.01
203315.6413.26-2.38
38
-0.02-0.000.02
203415.7413.28-2.46
23
-0.03-0.000.03
203515.8313.28-2.54
7
-0.06-0.000.06
203615.9013.29-2.61

-0.09-0.000.09
203715.9613.30-2.66

-0.13-0.010.13
203815.9913.30-2.69

-0.19-0.010.18
203916.0013.31-2.70

-0.25-0.010.24
204016.0013.31-2.69

-0.32-0.020.31
204115.9813.31-2.67

-0.40-0.020.38
204215.9413.31-2.63

-0.49-0.020.47
204315.8913.31-2.58

-0.59-0.030.56
204415.8213.31-2.51

-0.70-0.040.67
204515.7313.30-2.43

-0.82-0.040.77
204615.6513.30-2.35

-0.94-0.050.89
204715.5513.29-2.26

-1.07-0.061.01
204815.4613.29-2.17

-1.21-0.071.14
204915.3613.29-2.08

-1.35-0.071.27
205015.2713.28-1.98

-1.49-0.081.41
205115.1713.28-1.89

-1.64-0.091.55
205215.0713.27-1.80

-1.80-0.101.70
205314.9713.27-1.71

-1.96-0.111.85
205414.8813.26-1.62

-2.12-0.122.00
205514.7913.26-1.53

-2.29-0.132.16
205614.7013.26-1.44

-2.46-0.142.32
205714.6113.25-1.36

-2.63-0.152.48
205814.5313.25-1.28

-2.81-0.162.64
205914.4413.25-1.19

-2.98-0.172.81
206014.3513.24-1.11

-3.15-0.182.97
206114.2613.24-1.02

-3.32-0.193.13
206214.1613.23-0.93

-3.49-0.203.29
206314.0613.23-0.83

-3.66-0.213.45
206413.9613.22-0.74

-3.83-0.223.60
206513.8613.22-0.64

-3.99-0.233.76
206613.7613.21-0.55

-4.15-0.243.91
206713.6613.21-0.46

-4.32-0.254.06
206813.5713.20-0.36

-4.48-0.264.21
206913.4713.20-0.27

-4.64-0.274.37
207013.3813.19-0.19

-4.80-0.284.52
207113.2913.19-0.10

-4.96-0.294.67
207213.1913.18-0.01

-5.12-0.304.82
207313.0913.180.08

-5.28-0.314.97
207413.0013.170.18

-5.44-0.325.11
207512.8913.170.28

-5.59-0.335.26
207612.7913.160.38

-5.74-0.345.40
207712.6713.160.48

-5.89-0.355.53
207812.5513.150.60

-6.03-0.365.67
207912.4313.140.72

-6.17-0.375.80
208012.3013.140.84

-6.30-0.385.92
208112.1613.130.97

-6.43-0.396.04
208212.0213.121.10

-6.55-0.396.16
208311.8813.111.23

-6.67-0.406.27
208411.7313.101.37

-6.78-0.416.37
208511.5813.091.52

-6.89-0.426.48
208611.4213.081.66

-7.00-0.426.57
208711.2713.071.81

-7.10-0.436.67
208811.1113.061.95

-7.19-0.436.76
208910.9613.052.10

-7.29-0.446.85
209010.8013.052.24

-7.39-0.456.94
209110.6613.042.38

-7.48-0.457.03
209210.5213.032.51

-7.59-0.467.13
209310.3913.022.63

-7.69-0.467.23
209410.2613.012.75

-7.80-0.477.33
209510.1513.012.86

-7.92-0.487.44
209610.0413.002.96

-8.04-0.497.55
20979.9312.993.06

-8.16-0.497.67
20989.8412.993.15

-8.29-0.507.79
20999.7412.983.24

-8.42-0.517.91

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 14.16% 13.62% -0.54% 2035 -3.14% -0.18% 2.96%

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