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
202615.1913.07-2.12
152
-0.01-0.000.01
202715.3513.11-2.24
135
-0.01-0.000.01
202815.4013.13-2.27
118
-0.02-0.000.02
202915.4513.16-2.29
101
-0.02-0.000.02
203015.5013.18-2.32
85
-0.03-0.000.03
203115.5413.20-2.34
69
-0.03-0.000.03
203215.5713.22-2.35
54
-0.04-0.000.04
203315.6113.26-2.35
38
-0.05-0.000.05
203415.7113.27-2.44
24
-0.06-0.000.06
203515.8113.28-2.53
8
-0.07-0.000.07
203615.9013.29-2.61

-0.09-0.000.09
203715.9813.30-2.68

-0.11-0.000.10
203816.0513.31-2.74

-0.12-0.000.12
203916.1113.31-2.79

-0.14-0.010.14
204016.1613.32-2.84

-0.16-0.010.15
204116.2113.32-2.89

-0.17-0.010.17
204216.2413.33-2.92

-0.19-0.010.19
204316.2713.33-2.94

-0.21-0.010.21
204416.2813.33-2.95

-0.24-0.010.23
204516.2913.33-2.96

-0.26-0.010.25
204616.3013.34-2.96

-0.29-0.010.28
204716.3113.34-2.97

-0.32-0.010.30
204816.3213.34-2.98

-0.34-0.020.33
204916.3413.34-2.99

-0.37-0.020.36
205016.3613.35-3.01

-0.40-0.020.38
205116.3813.35-3.03

-0.43-0.020.41
205216.4213.35-3.06

-0.45-0.020.43
205316.4513.36-3.10

-0.48-0.020.46
205416.5013.36-3.14

-0.50-0.020.48
205516.5513.36-3.19

-0.53-0.030.50
205616.6113.37-3.24

-0.55-0.030.52
205716.6713.38-3.30

-0.57-0.030.54
205816.7413.38-3.36

-0.59-0.030.56
205916.8113.39-3.42

-0.61-0.030.58
206016.8813.39-3.49

-0.62-0.030.59
206116.9513.40-3.55

-0.64-0.030.60
206217.0113.40-3.60

-0.65-0.030.61
206317.0613.41-3.66

-0.66-0.030.62
206417.1213.41-3.70

-0.67-0.040.64
206517.1713.42-3.75

-0.68-0.040.65
206617.2313.42-3.80

-0.69-0.040.65
206717.2813.43-3.85

-0.70-0.040.66
206817.3413.43-3.91

-0.71-0.040.67
206917.3913.44-3.96

-0.72-0.040.68
207017.4613.44-4.02

-0.73-0.040.69
207117.5113.44-4.07

-0.74-0.040.70
207217.5713.45-4.12

-0.74-0.040.70
207317.6213.45-4.17

-0.75-0.040.71
207417.6813.46-4.22

-0.76-0.040.71
207517.7313.46-4.26

-0.76-0.040.72
207617.7713.47-4.30

-0.76-0.040.72
207717.8013.47-4.33

-0.76-0.040.72
207817.8213.47-4.35

-0.76-0.040.72
207917.8313.47-4.36

-0.76-0.040.72
208017.8313.47-4.36

-0.76-0.040.72
208117.8213.47-4.35

-0.76-0.040.72
208217.8113.47-4.34

-0.76-0.040.72
208317.7913.47-4.31

-0.76-0.040.72
208417.7613.47-4.29

-0.76-0.040.72
208517.7213.47-4.25

-0.75-0.040.71
208617.6713.46-4.21

-0.75-0.040.71
208717.6213.46-4.16

-0.75-0.040.70
208817.5613.46-4.10

-0.74-0.040.70
208917.5113.45-4.05

-0.74-0.040.70
209017.4513.45-4.00

-0.74-0.040.70
209117.4013.45-3.96

-0.74-0.040.70
209217.3713.44-3.92

-0.74-0.040.70
209317.3413.44-3.90

-0.74-0.040.70
209417.3313.44-3.89

-0.74-0.040.70
209517.3213.44-3.88

-0.74-0.040.70
209617.3313.44-3.89

-0.75-0.040.71
209717.3513.44-3.90

-0.75-0.040.71
209817.3713.45-3.93

-0.75-0.040.71
209917.4013.45-3.96

-0.75-0.040.71

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 16.84% 13.78% -3.06% 2035 -0.46% -0.02% 0.43%

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