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
-0.00-0.000.00
202615.2013.07-2.13
152
-0.00-0.000.00
202715.3613.11-2.25
135
-0.00-0.000.00
202815.4113.13-2.28
117
-0.01-0.000.01
202915.4513.16-2.29
101
-0.01-0.000.01
203015.5013.18-2.33
85
-0.02-0.000.02
203115.5413.20-2.34
69
-0.03-0.000.03
203215.5613.22-2.34
53
-0.05-0.000.04
203315.6013.26-2.34
38
-0.06-0.000.06
203415.6913.27-2.42
24
-0.08-0.000.07
203515.7913.28-2.51
8
-0.10-0.010.09
203615.8713.29-2.59

-0.11-0.010.11
203715.9613.30-2.66

-0.13-0.010.12
203816.0313.30-2.73

-0.15-0.010.14
203916.0913.31-2.78

-0.17-0.010.15
204016.1413.31-2.83

-0.18-0.010.17
204116.1913.32-2.87

-0.20-0.010.18
204216.2213.32-2.90

-0.21-0.010.20
204316.2513.32-2.93

-0.23-0.010.21
204416.2813.33-2.95

-0.24-0.020.23
204516.3013.33-2.97

-0.25-0.020.24
204616.3213.33-2.99

-0.27-0.020.25
204716.3413.33-3.01

-0.28-0.020.26
204816.3713.34-3.03

-0.29-0.020.28
204916.4013.34-3.06

-0.31-0.020.29
205016.4413.34-3.10

-0.32-0.020.30
205116.4813.35-3.13

-0.33-0.020.31
205216.5313.35-3.18

-0.34-0.020.32
205316.5813.36-3.23

-0.35-0.020.33
205416.6413.36-3.28

-0.36-0.020.34
205516.7113.37-3.34

-0.37-0.020.35
205616.7813.37-3.41

-0.38-0.020.35
205716.8613.38-3.48

-0.38-0.020.36
205816.9413.39-3.55

-0.39-0.020.37
205917.0213.39-3.63

-0.40-0.030.37
206017.1013.40-3.70

-0.40-0.030.38
206117.1813.41-3.77

-0.41-0.030.38
206217.2513.41-3.84

-0.41-0.030.38
206317.3113.42-3.90

-0.41-0.030.39
206417.3713.42-3.95

-0.41-0.030.39
206517.4413.43-4.01

-0.42-0.030.39
206617.5013.43-4.07

-0.42-0.030.39
206717.5613.44-4.12

-0.42-0.030.39
206817.6213.44-4.18

-0.42-0.030.39
206917.6913.45-4.24

-0.42-0.030.40
207017.7613.45-4.31

-0.43-0.030.40
207117.8213.46-4.37

-0.43-0.030.40
207217.8813.46-4.42

-0.43-0.030.40
207317.9413.47-4.48

-0.43-0.030.40
207418.0013.47-4.53

-0.43-0.030.40
207518.0513.48-4.57

-0.43-0.030.41
207618.0913.48-4.61

-0.43-0.030.41
207718.1213.48-4.64

-0.44-0.030.41
207818.1513.48-4.66

-0.44-0.030.41
207918.1613.49-4.67

-0.44-0.030.41
208018.1613.49-4.67

-0.44-0.030.41
208118.1513.49-4.67

-0.44-0.030.41
208218.1413.49-4.65

-0.44-0.030.41
208318.1113.49-4.63

-0.43-0.030.41
208418.0813.48-4.60

-0.43-0.030.41
208518.0413.48-4.56

-0.43-0.030.40
208617.9913.48-4.51

-0.43-0.030.40
208717.9313.48-4.46

-0.43-0.030.40
208817.8813.47-4.41

-0.43-0.030.40
208917.8213.47-4.35

-0.43-0.030.40
209017.7713.46-4.30

-0.42-0.030.40
209117.7213.46-4.26

-0.42-0.030.39
209217.6813.46-4.23

-0.42-0.030.39
209317.6613.46-4.20

-0.42-0.030.39
209417.6513.46-4.19

-0.42-0.030.39
209517.6513.46-4.19

-0.42-0.030.39
209617.6613.46-4.20

-0.42-0.030.39
209717.6813.46-4.22

-0.42-0.030.39
209817.7013.46-4.24

-0.42-0.030.39
209917.7413.46-4.28

-0.42-0.030.39

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 17.00% 13.78% -3.22% 2035 -0.30% -0.02% 0.28%

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