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
202514.9612.89-2.07
171
-0.040.000.04
202615.1213.08-2.04
153
-0.080.000.09
202715.2313.11-2.12
136
-0.130.010.13
202815.2413.14-2.10
120
-0.170.010.18
202915.2513.17-2.08
105
-0.220.010.23
203015.2613.19-2.07
90
-0.270.010.28
203115.2613.21-2.05
76
-0.310.010.32
203215.2413.23-2.01
62
-0.360.010.37
203315.2113.27-1.94
49
-0.450.010.45
203415.2413.28-1.96
36
-0.530.010.54
203515.2613.29-1.97
24
-0.620.000.63
203615.2613.29-1.97
11
-0.72-0.000.72
203715.2713.30-1.98

-0.82-0.010.81
203815.2813.30-1.98

-0.90-0.010.89
203915.2713.30-1.97

-0.98-0.010.96
204015.2713.31-1.97

-1.05-0.021.03
204115.2713.31-1.97

-1.11-0.021.09
204215.2713.31-1.96

-1.17-0.021.14
204315.2613.31-1.95

-1.22-0.031.19
204415.2513.31-1.93

-1.27-0.031.24
204515.2313.31-1.92

-1.32-0.031.29
204615.2313.31-1.92

-1.36-0.031.32
204715.2313.32-1.91

-1.40-0.041.36
204815.2213.32-1.91

-1.44-0.041.40
204915.2213.32-1.90

-1.49-0.041.45
205015.2213.32-1.90

-1.54-0.041.49
205115.2213.32-1.90

-1.59-0.041.54
205215.2313.33-1.90

-1.64-0.051.59
205315.2413.33-1.91

-1.69-0.051.64
205415.2613.33-1.93

-1.74-0.051.69
205515.2913.34-1.95

-1.79-0.051.73
205615.3213.34-1.98

-1.84-0.061.78
205715.3613.34-2.02

-1.88-0.061.82
205815.4113.35-2.06

-1.92-0.061.86
205915.4613.35-2.10

-1.96-0.061.90
206015.5113.36-2.15

-1.99-0.071.93
206115.5613.36-2.20

-2.02-0.071.96
206215.6013.37-2.23

-2.06-0.071.99
206315.6413.37-2.27

-2.09-0.072.01
206415.6713.37-2.30

-2.12-0.072.04
206515.7013.38-2.33

-2.15-0.082.07
206615.7413.38-2.36

-2.18-0.082.10
206715.7713.38-2.39

-2.21-0.082.13
206815.8013.39-2.42

-2.24-0.082.16
206915.8413.39-2.45

-2.28-0.092.19
207015.8713.39-2.48

-2.31-0.092.23
207115.9013.40-2.50

-2.35-0.092.26
207215.9313.40-2.53

-2.39-0.092.30
207315.9613.40-2.55

-2.42-0.092.33
207415.9813.41-2.57

-2.45-0.092.36
207516.0013.41-2.59

-2.48-0.102.39
207616.0113.41-2.60

-2.52-0.102.42
207716.0213.41-2.61

-2.54-0.102.44
207816.0213.41-2.61

-2.57-0.102.46
207916.0113.41-2.60

-2.59-0.112.48
208015.9913.41-2.59

-2.60-0.112.50
208115.9813.41-2.57

-2.61-0.112.50
208215.9513.40-2.54

-2.62-0.112.51
208315.9113.40-2.51

-2.64-0.112.52
208415.8613.40-2.47

-2.65-0.112.54
208515.8013.39-2.41

-2.67-0.112.55
208615.7213.39-2.33

-2.70-0.122.58
208715.6513.39-2.26

-2.71-0.122.60
208815.5713.38-2.19

-2.73-0.122.61
208915.4913.38-2.11

-2.76-0.122.64
209015.4113.37-2.04

-2.78-0.122.66
209115.3613.37-1.99

-2.78-0.122.66
209215.3013.37-1.94

-2.80-0.122.68
209315.2513.36-1.88

-2.83-0.122.71
209415.2013.36-1.84

-2.87-0.122.75
209515.1613.36-1.80

-2.91-0.122.79
209615.1013.36-1.74

-2.98-0.132.85
209715.0713.36-1.71

-3.03-0.132.90
209815.0613.36-1.70

-3.07-0.132.93
209915.0713.36-1.71

-3.09-0.132.96

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 15.59% 13.74% -1.85% 2036 -1.71% -0.06% 1.65%

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