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
202615.0713.07-2.00
153
-0.14-0.010.13
202715.0913.09-1.99
138
-0.27-0.010.26
202815.0113.11-1.89
123
-0.41-0.020.39
202914.9313.13-1.79
109
-0.54-0.030.51
203014.8613.14-1.72
96
-0.67-0.040.63
203114.7813.16-1.63
84
-0.79-0.040.75
203214.7013.17-1.53
73
-0.91-0.050.86
203314.6413.21-1.44
63
-1.02-0.060.96
203414.6513.21-1.43
53
-1.13-0.071.06
203514.6513.21-1.44
44
-1.23-0.071.16
203614.6613.22-1.44
34
-1.33-0.081.25
203714.6713.22-1.45
25
-1.42-0.081.34
203814.6713.22-1.45
15
-1.51-0.091.42
203914.6613.22-1.44
6
-1.59-0.091.49
204014.6613.23-1.43

-1.66-0.101.56
204114.6513.23-1.43

-1.73-0.101.63
204214.6413.23-1.42

-1.79-0.111.68
204314.6313.23-1.41

-1.85-0.111.74
204414.6213.23-1.39

-1.90-0.111.78
204514.6113.23-1.38

-1.94-0.121.82
204614.6113.23-1.38

-1.98-0.121.86
204714.6113.23-1.38

-2.01-0.121.89
204814.6213.23-1.39

-2.04-0.121.92
204914.6413.23-1.40

-2.07-0.131.95
205014.6613.24-1.43

-2.10-0.131.97
205114.6913.24-1.45

-2.12-0.131.99
205214.7313.24-1.49

-2.14-0.132.01
205314.7813.25-1.53

-2.16-0.132.03
205414.8313.25-1.58

-2.17-0.132.04
205514.8913.26-1.63

-2.19-0.132.06
205614.9513.26-1.69

-2.21-0.132.07
205715.0213.27-1.75

-2.22-0.142.09
205815.0913.27-1.82

-2.24-0.142.10
205915.1613.28-1.88

-2.26-0.142.12
206015.2313.29-1.95

-2.27-0.142.13
206115.2913.29-2.00

-2.29-0.142.15
206215.3513.30-2.06

-2.30-0.142.16
206315.4013.30-2.10

-2.32-0.142.18
206415.4513.30-2.15

-2.34-0.142.19
206515.5013.31-2.19

-2.35-0.152.21
206615.5513.31-2.24

-2.37-0.152.22
206715.6013.32-2.28

-2.39-0.152.24
206815.6413.32-2.32

-2.40-0.152.25
206915.7013.32-2.37

-2.42-0.152.27
207015.7513.33-2.42

-2.44-0.152.28
207115.8013.33-2.47

-2.45-0.152.30
207215.8513.34-2.51

-2.47-0.152.31
207315.8913.34-2.55

-2.48-0.152.33
207415.9413.34-2.59

-2.50-0.162.34
207515.9713.35-2.63

-2.51-0.162.35
207616.0013.35-2.65

-2.52-0.162.36
207716.0313.35-2.68

-2.53-0.162.37
207816.0413.35-2.69

-2.54-0.162.38
207916.0413.35-2.69

-2.55-0.162.39
208016.0413.35-2.68

-2.56-0.162.40
208116.0213.35-2.67

-2.57-0.162.40
208216.0013.35-2.65

-2.57-0.162.41
208315.9713.35-2.62

-2.57-0.162.41
208415.9413.35-2.59

-2.58-0.162.41
208515.8913.35-2.55

-2.58-0.162.41
208615.8413.34-2.50

-2.58-0.162.41
208715.7913.34-2.45

-2.58-0.162.41
208815.7313.34-2.39

-2.57-0.162.41
208915.6813.33-2.34

-2.57-0.162.41
209015.6213.33-2.29

-2.57-0.162.41
209115.5813.33-2.25

-2.56-0.162.40
209215.5513.32-2.22

-2.56-0.162.40
209315.5213.32-2.20

-2.56-0.162.40
209415.5113.32-2.19

-2.55-0.162.39
209515.5113.32-2.19

-2.55-0.162.39
209615.5213.32-2.20

-2.55-0.162.39
209715.5413.33-2.22

-2.55-0.162.39
209815.5713.33-2.24

-2.55-0.162.39
209915.6013.33-2.27

-2.56-0.162.40

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 15.35% 13.68% -1.66% 2039 -1.95% -0.12% 1.83%

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