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
-0.00-0.000.00
202715.3613.11-2.25
135
-0.01-0.000.00
202815.4013.13-2.27
117
-0.01-0.000.01
202915.4513.16-2.28
101
-0.02-0.000.02
203015.4913.18-2.31
85
-0.04-0.000.03
203115.5213.20-2.32
69
-0.05-0.000.05
203215.5313.22-2.32
54
-0.07-0.000.07
203315.5713.26-2.31
39
-0.09-0.000.08
203415.6613.27-2.39
24
-0.11-0.010.10
203515.7513.28-2.47
9
-0.13-0.010.12
203615.8413.29-2.55

-0.15-0.010.15
203715.9213.30-2.62

-0.18-0.010.17
203815.9813.30-2.68

-0.20-0.010.19
203916.0313.31-2.73

-0.22-0.010.21
204016.0813.31-2.77

-0.24-0.010.22
204116.1313.32-2.81

-0.26-0.010.24
204216.1613.32-2.84

-0.28-0.020.26
204316.1913.32-2.86

-0.29-0.020.28
204416.2113.32-2.88

-0.31-0.020.29
204516.2213.33-2.90

-0.33-0.020.31
204616.2413.33-2.91

-0.35-0.020.33
204716.2613.33-2.93

-0.36-0.020.34
204816.2913.33-2.95

-0.38-0.020.36
204916.3213.34-2.98

-0.39-0.020.37
205016.3513.34-3.01

-0.41-0.020.38
205116.3913.34-3.05

-0.42-0.020.40
205216.4313.35-3.09

-0.43-0.030.41
205316.4913.35-3.13

-0.45-0.030.42
205416.5413.36-3.19

-0.46-0.030.43
205516.6113.36-3.24

-0.47-0.030.44
205616.6813.37-3.31

-0.48-0.030.45
205716.7513.38-3.38

-0.49-0.030.46
205816.8313.38-3.45

-0.50-0.030.47
205916.9113.39-3.53

-0.50-0.030.47
206016.9913.39-3.60

-0.51-0.030.48
206117.0713.40-3.67

-0.52-0.030.48
206217.1413.41-3.73

-0.52-0.030.49
206317.2013.41-3.79

-0.52-0.030.49
206417.2613.42-3.85

-0.53-0.030.50
206517.3213.42-3.90

-0.53-0.030.50
206617.3813.43-3.96

-0.53-0.030.50
206717.4513.43-4.01

-0.54-0.030.50
206817.5113.44-4.07

-0.54-0.030.51
206917.5713.44-4.13

-0.54-0.030.51
207017.6413.45-4.19

-0.54-0.030.51
207117.7113.45-4.25

-0.54-0.030.51
207217.7713.46-4.31

-0.55-0.030.51
207317.8313.46-4.36

-0.55-0.030.52
207417.8813.47-4.42

-0.55-0.030.52
207517.9313.47-4.46

-0.55-0.030.52
207617.9713.47-4.50

-0.55-0.030.52
207718.0113.48-4.53

-0.55-0.030.52
207818.0313.48-4.55

-0.56-0.030.52
207918.0413.48-4.56

-0.56-0.030.52
208018.0413.48-4.56

-0.56-0.030.52
208118.0313.48-4.55

-0.56-0.030.52
208218.0213.48-4.54

-0.56-0.030.52
208317.9913.48-4.51

-0.55-0.030.52
208417.9613.48-4.48

-0.55-0.030.52
208517.9213.48-4.44

-0.55-0.030.52
208617.8713.47-4.40

-0.55-0.030.52
208717.8113.47-4.34

-0.55-0.030.52
208817.7613.47-4.29

-0.55-0.030.51
208917.7013.46-4.24

-0.55-0.030.51
209017.6513.46-4.19

-0.54-0.030.51
209117.6013.46-4.14

-0.54-0.030.51
209217.5613.45-4.11

-0.54-0.030.51
209317.5413.45-4.09

-0.54-0.030.51
209417.5313.45-4.08

-0.54-0.030.51
209517.5313.45-4.08

-0.54-0.030.51
209617.5313.45-4.08

-0.54-0.030.51
209717.5513.45-4.10

-0.54-0.030.51
209817.5813.45-4.13

-0.54-0.030.51
209917.6213.46-4.16

-0.54-0.030.51

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 16.91% 13.78% -3.14% 2035 -0.38% -0.02% 0.36%

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