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
-0.00-0.000.00
202615.2013.07-2.13
152
-0.00-0.000.00
202715.3613.11-2.25
134
-0.00-0.000.00
202815.4213.13-2.28
117
-0.00-0.000.00
202915.4713.16-2.31
101
-0.00-0.000.00
203015.5213.18-2.35
84
-0.00-0.000.00
203115.5713.20-2.37
68
-0.00-0.000.00
203215.6013.22-2.38
53
-0.01-0.000.01
203315.6513.26-2.39
38
-0.01-0.000.01
203415.7613.28-2.48
22
-0.01-0.000.01
203515.8713.29-2.58
7
-0.02-0.000.02
203615.9713.29-2.67

-0.02-0.000.02
203716.0613.30-2.76

-0.03-0.000.03
203816.1413.31-2.83

-0.03-0.000.03
203916.2113.32-2.90

-0.04-0.000.04
204016.2813.32-2.95

-0.04-0.000.04
204116.3313.33-3.01

-0.05-0.000.05
204216.3813.33-3.05

-0.06-0.000.05
204316.4213.33-3.08

-0.06-0.000.06
204416.4513.34-3.11

-0.07-0.000.07
204516.4813.34-3.14

-0.08-0.000.07
204616.5013.34-3.16

-0.08-0.010.08
204716.5413.35-3.19

-0.09-0.010.08
204816.5713.35-3.22

-0.09-0.010.09
204916.6113.35-3.26

-0.10-0.010.09
205016.6513.36-3.30

-0.10-0.010.10
205116.7013.36-3.34

-0.11-0.010.10
205216.7613.37-3.39

-0.11-0.010.11
205316.8213.37-3.45

-0.12-0.010.11
205416.8813.38-3.50

-0.12-0.010.11
205516.9513.38-3.57

-0.12-0.010.12
205617.0313.39-3.64

-0.13-0.010.12
205717.1113.40-3.72

-0.13-0.010.12
205817.2013.40-3.80

-0.13-0.010.12
205917.2813.41-3.87

-0.14-0.010.13
206017.3713.42-3.95

-0.14-0.010.13
206117.4513.42-4.02

-0.14-0.010.13
206217.5213.43-4.09

-0.14-0.010.13
206317.5813.43-4.15

-0.14-0.010.13
206417.6513.44-4.21

-0.14-0.010.13
206517.7113.44-4.27

-0.14-0.010.13
206617.7813.45-4.33

-0.14-0.010.13
206717.8413.45-4.39

-0.14-0.010.13
206817.9113.46-4.45

-0.14-0.010.13
206917.9713.47-4.51

-0.14-0.010.13
207018.0413.47-4.57

-0.14-0.010.13
207118.1113.48-4.63

-0.14-0.010.13
207218.1713.48-4.69

-0.14-0.010.13
207318.2313.49-4.75

-0.14-0.010.13
207418.2913.49-4.80

-0.14-0.010.13
207518.3413.49-4.85

-0.14-0.010.13
207618.3813.50-4.88

-0.14-0.010.13
207718.4213.50-4.92

-0.14-0.010.13
207818.4413.50-4.94

-0.14-0.010.13
207918.4513.50-4.95

-0.14-0.010.13
208018.4513.51-4.95

-0.14-0.010.13
208118.4413.51-4.94

-0.14-0.010.13
208218.4313.51-4.92

-0.14-0.010.13
208318.4013.50-4.90

-0.14-0.010.13
208418.3713.50-4.87

-0.14-0.010.13
208518.3313.50-4.83

-0.14-0.010.13
208618.2813.50-4.78

-0.14-0.010.13
208718.2213.49-4.73

-0.14-0.010.13
208818.1613.49-4.67

-0.14-0.010.13
208918.1013.49-4.62

-0.14-0.010.13
209018.0513.48-4.57

-0.14-0.010.13
209118.0013.48-4.52

-0.14-0.010.13
209217.9613.48-4.49

-0.14-0.010.13
209317.9413.47-4.46

-0.14-0.010.13
209417.9313.47-4.45

-0.14-0.010.13
209517.9313.47-4.45

-0.14-0.010.13
209617.9413.48-4.46

-0.14-0.010.13
209717.9513.48-4.48

-0.14-0.010.13
209817.9813.48-4.50

-0.14-0.010.13
209918.0213.48-4.54

-0.14-0.010.13

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 17.20% 13.79% -3.41% 2035 -0.10% -0.01% 0.09%

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