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
202515.7512.92-2.83
163
0.740.03-0.71
202615.9613.11-2.85
141
0.750.03-0.72
202716.1213.14-2.98
120
0.760.04-0.73
202816.1813.17-3.01
99
0.760.04-0.73
202916.2413.20-3.04
79
0.770.04-0.73
203016.3013.22-3.08
60
0.770.04-0.73
203116.3513.24-3.11
40
0.770.04-0.73
203216.3813.26-3.11
22
0.770.04-0.73
203316.4413.31-3.13
3
0.780.04-0.73
203416.5613.32-3.24

0.780.04-0.74
203516.6713.33-3.34

0.790.05-0.74
203616.7813.34-3.44

0.790.05-0.75
203716.8913.35-3.54

0.800.05-0.75
203816.9813.36-3.62

0.800.05-0.76
203917.0613.37-3.69

0.810.05-0.76
204017.1313.37-3.76

0.810.05-0.76
204117.2013.38-3.82

0.810.05-0.77
204217.2513.38-3.87

0.820.05-0.77
204317.3013.39-3.91

0.820.05-0.77
204417.3413.39-3.95

0.820.05-0.77
204517.3713.39-3.98

0.820.05-0.77
204617.4113.40-4.01

0.820.05-0.78
204717.4513.40-4.05

0.830.05-0.78
204817.4913.40-4.09

0.830.05-0.78
204917.5413.41-4.13

0.830.05-0.78
205017.5913.41-4.18

0.830.05-0.78
205117.6513.42-4.23

0.840.05-0.79
205217.7113.42-4.29

0.840.05-0.79
205317.7813.43-4.35

0.840.05-0.79
205417.8513.43-4.41

0.850.05-0.80
205517.9313.44-4.49

0.850.05-0.80
205618.0113.45-4.56

0.850.05-0.80
205718.1013.45-4.65

0.860.05-0.81
205818.1913.46-4.73

0.860.05-0.81
205918.2813.47-4.81

0.870.05-0.81
206018.3713.48-4.90

0.870.05-0.82
206118.4613.48-4.97

0.870.05-0.82
206218.5313.49-5.04

0.880.05-0.83
206318.6113.50-5.11

0.880.05-0.83
206418.6713.50-5.17

0.880.05-0.83
206518.7413.51-5.23

0.890.05-0.83
206618.8113.51-5.30

0.890.05-0.84
206718.8813.52-5.36

0.890.05-0.84
206818.9413.52-5.42

0.900.05-0.84
206919.0213.53-5.49

0.900.05-0.85
207019.0913.53-5.55

0.900.05-0.85
207119.1613.54-5.62

0.910.06-0.85
207219.2313.54-5.68

0.910.06-0.86
207319.2913.55-5.74

0.910.06-0.86
207419.3513.56-5.79

0.920.06-0.86
207519.4013.56-5.84

0.920.06-0.86
207619.4513.56-5.89

0.920.06-0.87
207719.4813.57-5.92

0.920.06-0.87
207819.5113.57-5.94

0.930.06-0.87
207919.5213.57-5.95

0.930.06-0.87
208019.5213.57-5.95

0.930.06-0.87
208119.5113.57-5.94

0.930.06-0.87
208219.5013.57-5.93

0.920.06-0.87
208319.4713.57-5.90

0.920.06-0.87
208419.4413.57-5.87

0.920.06-0.87
208519.3913.57-5.82

0.920.06-0.86
208619.3413.56-5.77

0.920.06-0.86
208719.2813.56-5.72

0.910.06-0.86
208819.2113.55-5.66

0.910.06-0.86
208919.1513.55-5.60

0.910.06-0.85
209019.1013.55-5.55

0.910.06-0.85
209119.0513.54-5.50

0.900.06-0.85
209219.0113.54-5.47

0.900.06-0.85
209318.9813.54-5.44

0.900.06-0.85
209418.9713.54-5.43

0.900.05-0.85
209518.9713.54-5.43

0.900.05-0.85
209618.9813.54-5.44

0.900.06-0.85
209719.0013.54-5.46

0.900.06-0.85
209819.0313.54-5.48

0.900.06-0.85
209919.0613.55-5.52

0.900.06-0.85

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 18.15% 13.85% -4.30% 2033 0.85% 0.05% -0.80%

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