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
202715.3913.11-2.28
134
0.030.00-0.03
202815.4813.14-2.34
117
0.060.00-0.06
202915.5613.17-2.39
100
0.090.00-0.08
203015.6513.18-2.46
83
0.120.01-0.11
203115.7213.21-2.51
66
0.150.01-0.14
203215.7813.23-2.55
50
0.170.01-0.16
203315.8613.28-2.59
33
0.200.01-0.19
203416.0013.29-2.71
17
0.230.01-0.21
203516.1413.30-2.84
1
0.250.01-0.24
203616.2713.31-2.95

0.280.02-0.26
203716.3913.32-3.07

0.300.02-0.28
203816.5013.33-3.17

0.320.02-0.30
203916.5913.34-3.26

0.340.02-0.32
204016.6813.35-3.34

0.360.02-0.34
204116.7613.35-3.41

0.380.02-0.36
204216.8313.36-3.47

0.400.02-0.37
204316.8913.36-3.53

0.410.02-0.39
204416.9513.37-3.58

0.430.03-0.40
204516.9913.37-3.62

0.440.03-0.41
204617.0413.38-3.66

0.450.03-0.42
204717.0913.38-3.71

0.460.03-0.43
204817.1313.38-3.75

0.470.03-0.44
204917.1913.39-3.80

0.480.03-0.45
205017.2513.39-3.85

0.490.03-0.46
205117.3013.40-3.91

0.490.03-0.46
205217.3713.40-3.97

0.500.03-0.47
205317.4413.41-4.03

0.500.03-0.47
205417.5113.42-4.10

0.510.03-0.48
205517.5913.42-4.17

0.510.03-0.48
205617.6813.43-4.25

0.520.03-0.49
205717.7713.44-4.33

0.520.03-0.49
205817.8613.44-4.42

0.530.03-0.50
205917.9513.45-4.50

0.530.03-0.50
206018.0413.46-4.58

0.540.03-0.50
206118.1213.46-4.66

0.540.03-0.51
206218.2013.47-4.73

0.550.03-0.51
206318.2713.48-4.80

0.550.03-0.52
206418.3413.48-4.86

0.550.03-0.52
206518.4113.49-4.92

0.560.03-0.52
206618.4813.49-4.99

0.560.03-0.53
206718.5513.50-5.05

0.570.04-0.53
206818.6213.50-5.11

0.570.04-0.54
206918.6913.51-5.18

0.570.04-0.54
207018.7613.52-5.25

0.580.04-0.54
207118.8313.52-5.31

0.580.04-0.55
207218.9013.53-5.37

0.590.04-0.55
207318.9713.53-5.43

0.590.04-0.55
207419.0313.54-5.49

0.590.04-0.56
207519.0813.54-5.54

0.600.04-0.56
207619.1313.55-5.58

0.600.04-0.56
207719.1613.55-5.62

0.600.04-0.57
207819.1913.55-5.64

0.610.04-0.57
207919.2013.55-5.65

0.610.04-0.57
208019.2113.55-5.65

0.610.04-0.57
208119.2013.55-5.65

0.610.04-0.57
208219.1913.55-5.63

0.610.04-0.58
208319.1613.55-5.61

0.610.04-0.58
208419.1313.55-5.58

0.620.04-0.58
208519.0913.55-5.54

0.620.04-0.58
208619.0413.55-5.49

0.620.04-0.58
208718.9813.54-5.44

0.620.04-0.58
208818.9213.54-5.38

0.620.04-0.58
208918.8613.53-5.33

0.620.04-0.58
209018.8013.53-5.27

0.610.04-0.58
209118.7613.53-5.23

0.610.04-0.58
209218.7213.52-5.19

0.610.04-0.57
209318.6913.52-5.17

0.610.04-0.57
209418.6813.52-5.16

0.610.04-0.57
209518.6813.52-5.16

0.610.04-0.57
209618.6913.52-5.17

0.610.04-0.57
209718.7113.52-5.18

0.610.04-0.57
209818.7413.53-5.21

0.610.04-0.57
209918.7713.53-5.24

0.610.04-0.57

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 17.75% 13.83% -3.92% 2035 0.45% 0.03% -0.42%

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