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
134
-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
203215.5513.22-2.33
53
-0.05-0.000.05
203315.5913.26-2.33
38
-0.07-0.000.07
203415.6713.27-2.40
24
-0.10-0.000.09
203515.7513.28-2.48
9
-0.13-0.010.12
203615.8313.29-2.54

-0.16-0.010.15
203715.8913.29-2.60

-0.20-0.010.19
203815.9413.30-2.64

-0.23-0.010.22
203915.9813.30-2.68

-0.27-0.010.26
204016.0113.31-2.71

-0.31-0.020.29
204116.0413.31-2.73

-0.34-0.020.32
204216.0613.31-2.74

-0.38-0.020.36
204316.0713.32-2.75

-0.41-0.020.39
204416.0713.32-2.76

-0.45-0.020.42
204516.0713.32-2.75

-0.48-0.030.45
204616.0813.32-2.75

-0.51-0.030.48
204716.0813.32-2.76

-0.54-0.030.51
204816.0913.32-2.77

-0.57-0.030.54
204916.1013.33-2.78

-0.60-0.030.57
205016.1313.33-2.80

-0.63-0.040.60
205116.1513.33-2.82

-0.66-0.040.62
205216.1813.33-2.85

-0.69-0.040.65
205316.2213.34-2.88

-0.71-0.040.67
205416.2613.34-2.92

-0.74-0.040.70
205516.3213.35-2.97

-0.76-0.040.72
205616.3713.35-3.02

-0.78-0.040.74
205716.4413.36-3.08

-0.80-0.050.76
205816.5113.36-3.14

-0.82-0.050.78
205916.5813.37-3.21

-0.84-0.050.79
206016.6513.38-3.27

-0.86-0.050.81
206116.7113.38-3.33

-0.87-0.050.82
206216.7713.39-3.39

-0.88-0.050.83
206316.8313.39-3.44

-0.89-0.050.84
206416.8913.40-3.49

-0.90-0.050.85
206516.9513.40-3.55

-0.91-0.050.85
206617.0013.40-3.60

-0.91-0.050.86
206717.0613.41-3.65

-0.92-0.050.87
206817.1213.41-3.71

-0.93-0.050.87
206917.1813.42-3.76

-0.93-0.060.88
207017.2513.42-3.82

-0.94-0.060.88
207117.3113.43-3.88

-0.94-0.060.89
207217.3713.43-3.93

-0.95-0.060.89
207317.4213.44-3.99

-0.95-0.060.89
207417.4813.44-4.04

-0.95-0.060.90
207517.5313.45-4.08

-0.96-0.060.90
207617.5713.45-4.12

-0.96-0.060.90
207717.6013.45-4.14

-0.96-0.060.91
207817.6213.46-4.16

-0.96-0.060.91
207917.6313.46-4.17

-0.97-0.060.91
208017.6313.46-4.17

-0.97-0.060.91
208117.6213.46-4.17

-0.97-0.060.91
208217.6113.46-4.15

-0.97-0.060.91
208317.5813.46-4.13

-0.96-0.060.91
208417.5513.45-4.10

-0.96-0.060.91
208517.5113.45-4.06

-0.96-0.060.90
208617.4613.45-4.01

-0.96-0.060.90
208717.4113.45-3.96

-0.96-0.060.90
208817.3513.44-3.91

-0.95-0.060.90
208917.3013.44-3.86

-0.95-0.060.89
209017.2413.43-3.81

-0.95-0.060.89
209117.2013.43-3.77

-0.94-0.060.89
209217.1613.43-3.73

-0.94-0.060.89
209317.1413.43-3.71

-0.94-0.060.89
209417.1313.43-3.70

-0.94-0.060.89
209517.1213.43-3.70

-0.94-0.060.89
209617.1313.43-3.71

-0.94-0.060.89
209717.1513.43-3.72

-0.94-0.060.89
209817.1813.43-3.75

-0.95-0.060.89
209917.2113.43-3.78

-0.95-0.060.89

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 16.67% 13.76% -2.91% 2035 -0.63% -0.04% 0.59%

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