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
202515.0012.89-2.10
171
-0.010.000.01
202615.1813.07-2.11
152
-0.020.000.02
202715.3313.11-2.22
135
-0.03-0.000.03
202815.3813.13-2.24
118
-0.04-0.000.04
202915.4213.16-2.26
102
-0.05-0.000.05
203015.4713.18-2.29
86
-0.06-0.000.06
203115.5013.20-2.30
70
-0.07-0.000.07
203215.5213.22-2.30
55
-0.08-0.000.08
203315.5713.26-2.30
40
-0.10-0.000.09
203415.6713.27-2.39
25
-0.11-0.000.11
203515.7613.28-2.48
10
-0.12-0.000.12
203615.8613.29-2.56

-0.13-0.000.13
203715.9513.30-2.65

-0.14-0.000.14
203816.0213.31-2.71

-0.15-0.000.15
203916.0813.32-2.77

-0.17-0.000.17
204016.1413.32-2.82

-0.18-0.000.17
204116.2013.33-2.87

-0.19-0.000.18
204216.2413.33-2.91

-0.20-0.000.19
204316.2713.33-2.94

-0.21-0.000.21
204416.2913.34-2.96

-0.22-0.000.22
204516.3113.34-2.97

-0.24-0.000.23
204616.3313.34-2.99

-0.25-0.000.25
204716.3613.35-3.01

-0.27-0.000.27
204816.3813.35-3.03

-0.29-0.000.28
204916.4013.35-3.05

-0.31-0.000.30
205016.4313.36-3.07

-0.33-0.010.32
205116.4613.36-3.10

-0.35-0.010.34
205216.5013.37-3.13

-0.37-0.010.36
205316.5413.37-3.17

-0.39-0.010.38
205416.5913.38-3.21

-0.41-0.010.40
205516.6413.38-3.26

-0.43-0.010.43
205616.7013.39-3.31

-0.46-0.010.45
205716.7713.40-3.37

-0.48-0.010.47
205816.8313.40-3.43

-0.50-0.010.49
205916.9013.41-3.49

-0.52-0.010.51
206016.9613.42-3.54

-0.54-0.010.53
206117.0213.42-3.60

-0.56-0.010.55
206217.0713.43-3.65

-0.58-0.010.57
206317.1213.43-3.69

-0.60-0.010.59
206417.1713.44-3.73

-0.62-0.010.61
206517.2113.44-3.77

-0.64-0.010.63
206617.2613.44-3.81

-0.66-0.010.64
206717.3113.45-3.86

-0.68-0.010.66
206817.3513.45-3.90

-0.69-0.010.68
206917.4013.46-3.94

-0.71-0.010.70
207017.4513.46-3.99

-0.73-0.020.71
207117.5013.47-4.03

-0.75-0.010.73
207217.5513.47-4.07

-0.77-0.010.75
207317.5913.48-4.11

-0.78-0.020.77
207417.6313.48-4.15

-0.80-0.020.79
207517.6713.49-4.18

-0.81-0.020.80
207617.7013.49-4.21

-0.83-0.020.81
207717.7213.49-4.22

-0.84-0.020.83
207817.7313.50-4.24

-0.85-0.020.84
207917.7313.50-4.24

-0.86-0.020.85
208017.7213.50-4.23

-0.87-0.020.85
208117.7113.50-4.21

-0.88-0.020.86
208217.6913.50-4.19

-0.88-0.020.87
208317.6513.49-4.16

-0.89-0.020.87
208417.6113.49-4.12

-0.90-0.020.88
208517.5613.49-4.07

-0.91-0.020.89
208617.5013.49-4.01

-0.92-0.020.90
208717.4313.48-3.94

-0.94-0.020.92
208817.3513.48-3.87

-0.95-0.020.93
208917.2713.47-3.80

-0.97-0.020.95
209017.2013.47-3.73

-0.99-0.020.97
209117.1413.47-3.67

-1.01-0.020.98
209217.0813.47-3.61

-1.03-0.021.00
209317.0313.46-3.57

-1.05-0.021.03
209417.0013.46-3.53

-1.07-0.021.05
209516.9713.46-3.51

-1.09-0.021.07
209616.9513.46-3.49

-1.13-0.021.11
209716.9413.46-3.48

-1.15-0.021.13
209816.9513.47-3.49

-1.17-0.021.15
209916.9713.47-3.51

-1.19-0.021.16

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 16.79% 13.79% -3.00% 2035 -0.50% -0.01% 0.49%

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