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
-0.04-0.000.03
203215.5513.22-2.34
53
-0.05-0.000.05
203315.5913.26-2.33
38
-0.07-0.000.06
203415.6813.27-2.41
24
-0.09-0.010.08
203515.7713.28-2.49
9
-0.11-0.010.11
203615.8513.29-2.56

-0.14-0.010.13
203715.9313.29-2.63

-0.17-0.010.16
203815.9813.30-2.68

-0.19-0.010.18
203916.0313.30-2.72

-0.22-0.010.21
204016.0713.31-2.76

-0.25-0.020.23
204116.1113.31-2.79

-0.28-0.020.26
204216.1313.31-2.81

-0.31-0.020.29
204316.1513.32-2.83

-0.33-0.020.31
204416.1613.32-2.84

-0.36-0.020.33
204516.1713.32-2.85

-0.38-0.020.36
204616.1813.32-2.86

-0.41-0.030.38
204716.1913.32-2.87

-0.43-0.030.40
204816.2113.33-2.88

-0.45-0.030.43
204916.2313.33-2.90

-0.48-0.030.45
205016.2613.33-2.93

-0.50-0.030.47
205116.2913.34-2.95

-0.52-0.030.49
205216.3313.34-2.99

-0.54-0.030.51
205316.3713.34-3.03

-0.56-0.040.53
205416.4213.35-3.07

-0.58-0.040.54
205516.4813.35-3.13

-0.60-0.040.56
205616.5413.36-3.19

-0.61-0.040.57
205716.6113.36-3.25

-0.63-0.040.59
205816.6913.37-3.32

-0.64-0.040.60
205916.7613.38-3.39

-0.66-0.040.61
206016.8413.38-3.45

-0.67-0.040.62
206116.9113.39-3.52

-0.68-0.040.63
206216.9713.39-3.58

-0.68-0.040.64
206317.0313.40-3.64

-0.69-0.040.65
206417.0913.40-3.69

-0.70-0.040.65
206517.1513.41-3.75

-0.70-0.050.65
206617.2113.41-3.80

-0.70-0.050.66
206717.2713.42-3.85

-0.71-0.050.66
206817.3413.42-3.91

-0.71-0.050.67
206917.4013.43-3.97

-0.72-0.050.67
207017.4713.43-4.03

-0.72-0.050.67
207117.5313.44-4.09

-0.72-0.050.68
207217.5913.44-4.15

-0.73-0.050.68
207317.6513.45-4.20

-0.73-0.050.68
207417.7013.45-4.25

-0.73-0.050.68
207517.7513.46-4.29

-0.73-0.050.69
207617.7913.46-4.33

-0.73-0.050.69
207717.8213.46-4.36

-0.74-0.050.69
207817.8513.46-4.38

-0.74-0.050.69
207917.8613.47-4.39

-0.74-0.050.69
208017.8613.47-4.39

-0.74-0.050.69
208117.8513.47-4.38

-0.74-0.050.69
208217.8413.47-4.37

-0.74-0.050.69
208317.8113.47-4.35

-0.74-0.050.69
208417.7813.46-4.32

-0.73-0.050.69
208517.7413.46-4.28

-0.73-0.050.68
208617.6913.46-4.23

-0.73-0.050.68
208717.6413.46-4.18

-0.73-0.050.68
208817.5813.45-4.13

-0.72-0.050.67
208917.5313.45-4.08

-0.72-0.050.67
209017.4713.44-4.03

-0.72-0.050.67
209117.4313.44-3.99

-0.71-0.050.67
209217.3913.44-3.95

-0.71-0.050.66
209317.3713.44-3.93

-0.71-0.050.66
209417.3613.44-3.92

-0.71-0.050.66
209517.3613.44-3.92

-0.71-0.050.66
209617.3713.44-3.93

-0.71-0.050.66
209717.3913.44-3.95

-0.71-0.050.66
209817.4113.44-3.97

-0.71-0.050.66
209917.4513.44-4.00

-0.71-0.050.66

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 16.81% 13.77% -3.04% 2035 -0.49% -0.03% 0.45%

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