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
-0.020.000.02
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
202915.3913.16-2.23
102
-0.08-0.000.08
203015.4313.18-2.25
86
-0.10-0.000.09
203115.4613.20-2.26
71
-0.11-0.000.11
203215.4713.22-2.26
56
-0.13-0.000.13
203315.5113.26-2.25
41
-0.15-0.000.15
203415.6113.27-2.33
27
-0.17-0.000.16
203515.7013.28-2.42
12
-0.18-0.000.18
203615.7913.29-2.50

-0.20-0.000.19
203715.8813.30-2.58

-0.21-0.000.21
203815.9513.31-2.64

-0.22-0.000.22
203916.0113.31-2.70

-0.24-0.000.24
204016.0713.32-2.75

-0.25-0.000.25
204116.1213.33-2.79

-0.26-0.000.26
204216.1613.33-2.83

-0.28-0.000.27
204316.1913.33-2.85

-0.29-0.000.29
204416.2113.34-2.87

-0.31-0.000.31
204516.2213.34-2.88

-0.33-0.010.32
204616.2413.34-2.89

-0.35-0.010.34
204716.2513.35-2.91

-0.37-0.010.36
204816.2713.35-2.92

-0.39-0.010.39
204916.2913.35-2.94

-0.42-0.010.41
205016.3113.36-2.96

-0.45-0.010.44
205116.3413.36-2.98

-0.47-0.010.47
205216.3713.36-3.00

-0.50-0.010.49
205316.4013.37-3.03

-0.53-0.010.52
205416.4413.37-3.07

-0.56-0.010.55
205516.4913.38-3.11

-0.59-0.010.58
205616.5413.39-3.15

-0.62-0.010.61
205716.5913.39-3.20

-0.65-0.010.64
205816.6513.40-3.25

-0.68-0.010.67
205916.7113.40-3.31

-0.71-0.010.69
206016.7713.41-3.36

-0.73-0.010.72
206116.8213.42-3.41

-0.76-0.010.75
206216.8713.42-3.45

-0.79-0.020.77
206316.9113.43-3.48

-0.81-0.020.80
206416.9513.43-3.52

-0.84-0.020.82
206516.9913.44-3.56

-0.86-0.020.84
206617.0313.44-3.59

-0.88-0.020.86
206717.0813.44-3.63

-0.91-0.020.89
206817.1213.45-3.67

-0.93-0.020.91
206917.1613.45-3.71

-0.95-0.020.93
207017.2113.46-3.75

-0.97-0.020.95
207117.2513.46-3.79

-1.00-0.020.98
207217.2913.47-3.82

-1.02-0.021.00
207317.3313.47-3.86

-1.04-0.021.02
207417.3713.48-3.89

-1.06-0.021.04
207517.4013.48-3.92

-1.08-0.021.06
207617.4213.49-3.94

-1.10-0.021.08
207717.4413.49-3.95

-1.12-0.021.10
207817.4513.49-3.96

-1.13-0.021.11
207917.4513.49-3.96

-1.15-0.021.12
208017.4413.49-3.95

-1.16-0.021.13
208117.4313.49-3.93

-1.16-0.021.14
208217.4013.49-3.91

-1.17-0.021.15
208317.3713.49-3.88

-1.18-0.031.16
208417.3213.49-3.83

-1.19-0.031.17
208517.2613.48-3.78

-1.21-0.031.18
208617.2013.48-3.72

-1.22-0.031.19
208717.1313.48-3.65

-1.24-0.031.21
208817.0513.47-3.58

-1.26-0.031.23
208916.9713.47-3.50

-1.28-0.031.25
209016.8913.46-3.42

-1.30-0.031.27
209116.8213.46-3.36

-1.32-0.031.29
209216.7613.46-3.30

-1.35-0.031.32
209316.7013.46-3.25

-1.38-0.031.35
209416.6613.46-3.21

-1.41-0.031.38
209516.6313.46-3.17

-1.44-0.031.41
209616.5913.45-3.14

-1.48-0.031.45
209716.5813.46-3.12

-1.52-0.031.49
209816.5813.46-3.12

-1.54-0.031.51
209916.6013.46-3.14

-1.56-0.031.53

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 16.62% 13.79% -2.84% 2035 -0.67% -0.01% 0.66%

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