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
202514.9712.90-2.07
171
-0.040.000.04
202615.1313.08-2.05
153
-0.070.010.08
202715.2513.12-2.13
136
-0.110.010.12
202815.2713.14-2.12
120
-0.150.010.16
202915.2813.18-2.10
104
-0.190.010.21
203015.2913.19-2.10
89
-0.230.020.25
203115.3013.22-2.08
75
-0.270.020.29
203215.2913.24-2.05
61
-0.310.020.33
203315.2913.28-2.01
47
-0.370.020.39
203415.3513.29-2.06
34
-0.430.010.44
203515.4113.30-2.11
21
-0.480.010.49
203615.4513.30-2.15
8
-0.540.010.55
203715.5013.31-2.19

-0.590.000.60
203815.5413.31-2.23

-0.640.000.64
203915.5713.32-2.26

-0.68-0.000.68
204015.6113.32-2.29

-0.71-0.000.71
204115.6413.33-2.32

-0.74-0.000.73
204215.6713.33-2.34

-0.76-0.010.76
204315.6913.33-2.36

-0.79-0.010.78
204415.7013.33-2.37

-0.82-0.010.81
204515.7113.33-2.38

-0.84-0.010.83
204615.7213.34-2.38

-0.86-0.010.85
204715.7413.34-2.40

-0.89-0.010.88
204815.7513.34-2.41

-0.91-0.010.90
204915.7713.34-2.43

-0.94-0.020.92
205015.8013.35-2.45

-0.96-0.020.95
205115.8213.35-2.47

-0.99-0.020.97
205215.8513.35-2.50

-1.02-0.021.00
205315.8913.36-2.54

-1.04-0.021.02
205415.9413.36-2.58

-1.06-0.021.04
205516.0013.37-2.63

-1.08-0.021.06
205616.0513.37-2.68

-1.10-0.021.08
205716.1213.38-2.74

-1.12-0.021.10
205816.1913.39-2.81

-1.14-0.021.11
205916.2713.39-2.88

-1.15-0.031.12
206016.3513.40-2.95

-1.16-0.031.13
206116.4213.40-3.02

-1.16-0.031.13
206216.4913.41-3.08

-1.16-0.031.14
206316.5613.41-3.14

-1.17-0.031.14
206416.6213.42-3.20

-1.17-0.031.14
206516.6813.42-3.25

-1.18-0.031.15
206616.7413.43-3.31

-1.18-0.031.15
206716.8013.43-3.37

-1.18-0.031.15
206816.8713.44-3.43

-1.18-0.031.15
206916.9313.44-3.49

-1.18-0.031.15
207017.0013.45-3.55

-1.18-0.031.15
207117.0613.45-3.61

-1.19-0.031.16
207217.1313.46-3.67

-1.19-0.031.16
207317.1913.46-3.73

-1.18-0.031.15
207417.2513.47-3.78

-1.18-0.031.15
207517.3113.47-3.84

-1.17-0.031.14
207617.3613.48-3.88

-1.17-0.031.14
207717.4013.48-3.92

-1.16-0.031.13
207817.4413.48-3.95

-1.15-0.031.12
207917.4613.48-3.97

-1.14-0.031.11
208017.4713.48-3.98

-1.13-0.031.10
208117.4713.48-3.99

-1.12-0.031.09
208217.4613.48-3.98

-1.11-0.031.08
208317.4513.48-3.97

-1.10-0.031.07
208417.4213.48-3.94

-1.09-0.031.06
208517.3913.48-3.91

-1.09-0.031.06
208617.3413.48-3.86

-1.08-0.031.05
208717.2913.47-3.81

-1.08-0.031.05
208817.2313.47-3.76

-1.07-0.031.04
208917.1713.47-3.71

-1.07-0.031.04
209017.1213.46-3.66

-1.07-0.031.04
209117.0713.46-3.61

-1.07-0.031.04
209217.0313.46-3.58

-1.07-0.031.04
209317.0113.46-3.55

-1.07-0.031.05
209416.9913.46-3.54

-1.08-0.031.05
209516.9913.46-3.53

-1.08-0.031.05
209617.0013.46-3.54

-1.08-0.031.05
209717.0113.46-3.56

-1.08-0.031.05
209817.0413.46-3.58

-1.08-0.031.05
209917.0813.46-3.61

-1.08-0.031.05

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 16.42% 13.78% -2.63% 2036 -0.88% -0.02% 0.86%

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