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
202615.2013.07-2.13
152
0.000.000.00
202715.3613.11-2.25
134
0.000.000.00
202815.4213.13-2.28
117
0.000.000.00
202915.4713.16-2.31
101
0.000.000.00
203015.5313.18-2.35
84
0.000.000.00
203115.5813.20-2.37
68
0.000.000.00
203215.6013.22-2.38
53
0.000.000.00
203315.6613.26-2.40
37
0.000.000.00
203415.7713.28-2.50
22
-0.00-0.000.00
203515.8813.29-2.60
7
-0.00-0.000.00
203615.9913.30-2.69

-0.00-0.000.00
203716.0913.30-2.78

-0.00-0.000.00
203816.1713.31-2.86

-0.00-0.000.00
203916.2413.32-2.92

-0.01-0.000.01
204016.3113.32-2.98

-0.01-0.000.01
204116.3613.33-3.04

-0.02-0.000.02
204216.4113.33-3.07

-0.03-0.000.03
204316.4413.34-3.11

-0.04-0.000.04
204416.4713.34-3.13

-0.05-0.000.05
204516.4913.34-3.15

-0.07-0.000.06
204616.5013.34-3.16

-0.08-0.010.08
204716.5213.35-3.18

-0.10-0.010.09
204816.5413.35-3.19

-0.12-0.010.11
204916.5613.35-3.21

-0.14-0.010.13
205016.5913.35-3.24

-0.17-0.010.16
205116.6213.36-3.26

-0.19-0.010.18
205216.6513.36-3.29

-0.22-0.010.21
205316.6813.36-3.32

-0.25-0.020.24
205416.7213.37-3.35

-0.28-0.020.27
205516.7613.37-3.39

-0.32-0.020.30
205616.8113.37-3.43

-0.35-0.020.33
205716.8613.38-3.48

-0.39-0.020.36
205816.9113.38-3.52

-0.42-0.030.40
205916.9613.39-3.57

-0.46-0.030.43
206017.0013.39-3.61

-0.50-0.030.47
206117.0513.40-3.65

-0.54-0.030.50
206217.0813.40-3.68

-0.58-0.040.54
206317.1113.40-3.70

-0.62-0.040.58
206417.1313.41-3.73

-0.66-0.040.61
206517.1613.41-3.75

-0.70-0.040.65
206617.1813.41-3.77

-0.74-0.050.69
206717.2113.41-3.79

-0.78-0.050.73
206817.2313.42-3.81

-0.82-0.050.76
206917.2613.42-3.84

-0.86-0.060.80
207017.2913.42-3.86

-0.90-0.060.84
207117.3113.42-3.89

-0.94-0.060.88
207217.3313.43-3.91

-0.98-0.060.92
207317.3513.43-3.92

-1.02-0.070.96
207417.3713.43-3.94

-1.06-0.070.99
207517.3813.43-3.95

-1.10-0.071.03
207617.3813.43-3.95

-1.14-0.071.07
207717.3813.43-3.94

-1.18-0.081.11
207817.3613.43-3.93

-1.22-0.081.14
207917.3413.43-3.90

-1.26-0.081.18
208017.3013.43-3.87

-1.29-0.081.21
208117.2613.43-3.83

-1.33-0.091.24
208217.2113.43-3.78

-1.36-0.091.28
208317.1513.42-3.73

-1.40-0.091.31
208417.0813.42-3.67

-1.43-0.091.34
208517.0113.41-3.60

-1.46-0.091.36
208616.9313.41-3.52

-1.49-0.101.39
208716.8513.40-3.44

-1.51-0.101.42
208816.7613.40-3.36

-1.54-0.101.44
208916.6813.39-3.28

-1.57-0.101.47
209016.6013.39-3.21

-1.59-0.101.49
209116.5213.38-3.14

-1.62-0.111.51
209216.4613.38-3.08

-1.65-0.111.54
209316.4013.37-3.03

-1.68-0.111.57
209416.3613.37-2.99

-1.71-0.111.60
209516.3313.37-2.96

-1.74-0.111.62
209616.3113.37-2.94

-1.77-0.121.65
209716.2913.37-2.92

-1.80-0.121.69
209816.2813.37-2.92

-1.84-0.121.72
209916.2813.37-2.92

-1.87-0.121.75

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 16.70% 13.76% -2.94% 2035 -0.60% -0.04% 0.56%

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