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
202514.9912.89-2.10
171
-0.02-0.000.02
202615.1713.07-2.10
153
-0.03-0.000.03
202715.3113.11-2.21
135
-0.05-0.000.05
202815.3513.13-2.22
118
-0.06-0.000.06
202915.3913.16-2.22
102
-0.08-0.000.08
203015.4313.18-2.25
86
-0.10-0.000.10
203115.4513.20-2.26
71
-0.12-0.000.12
203215.4613.22-2.25
56
-0.14-0.000.14
203315.4813.26-2.23
41
-0.18-0.010.17
203415.5613.27-2.29
27
-0.21-0.010.20
203515.6413.28-2.36
13
-0.25-0.010.24
203615.7113.28-2.42

-0.28-0.010.27
203715.7813.29-2.48

-0.32-0.010.30
203815.8313.30-2.53

-0.35-0.010.33
203915.8813.30-2.58

-0.37-0.020.36
204015.9213.31-2.62

-0.40-0.020.38
204115.9713.31-2.65

-0.42-0.020.40
204216.0013.31-2.68

-0.44-0.020.42
204316.0213.32-2.70

-0.46-0.020.44
204416.0413.32-2.72

-0.48-0.020.46
204516.0513.32-2.73

-0.50-0.020.48
204616.0713.32-2.74

-0.52-0.030.50
204716.0813.32-2.76

-0.54-0.030.51
204816.1013.33-2.78

-0.56-0.030.53
204916.1313.33-2.80

-0.58-0.030.55
205016.1613.33-2.83

-0.60-0.030.57
205116.2013.34-2.86

-0.61-0.030.58
205216.2413.34-2.90

-0.63-0.030.60
205316.2913.35-2.94

-0.64-0.030.61
205416.3413.35-2.99

-0.66-0.030.63
205516.4013.36-3.05

-0.67-0.040.64
205616.4713.36-3.11

-0.69-0.040.65
205716.5513.37-3.18

-0.70-0.040.66
205816.6213.37-3.25

-0.71-0.040.67
205916.7013.38-3.32

-0.72-0.040.68
206016.7813.39-3.39

-0.72-0.040.68
206116.8613.39-3.47

-0.73-0.040.69
206216.9313.40-3.53

-0.73-0.040.69
206316.9913.40-3.59

-0.73-0.040.69
206417.0513.41-3.64

-0.74-0.040.70
206517.1113.41-3.70

-0.74-0.040.70
206617.1813.42-3.76

-0.74-0.040.70
206717.2413.42-3.81

-0.74-0.040.70
206817.3013.43-3.87

-0.75-0.040.71
206917.3613.43-3.93

-0.75-0.040.71
207017.4313.44-3.99

-0.76-0.040.71
207117.4913.44-4.05

-0.76-0.040.72
207217.5513.45-4.10

-0.76-0.040.72
207317.6113.45-4.16

-0.76-0.040.72
207417.6713.46-4.21

-0.77-0.040.72
207517.7213.46-4.25

-0.77-0.040.73
207617.7613.47-4.29

-0.77-0.040.73
207717.7913.47-4.32

-0.77-0.040.73
207817.8213.47-4.35

-0.77-0.040.73
207917.8313.47-4.36

-0.77-0.040.72
208017.8313.47-4.36

-0.77-0.040.72
208117.8213.47-4.35

-0.77-0.040.72
208217.8113.47-4.34

-0.76-0.040.72
208317.7813.47-4.31

-0.76-0.040.72
208417.7513.47-4.29

-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 16.74% 13.77% -2.97% 2035 -0.55% -0.03% 0.53%

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