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
202514.9912.89-2.10
171
-0.020.000.02
202615.1713.07-2.10
153
-0.030.000.03
202715.3113.11-2.20
135
-0.050.000.05
202815.3513.13-2.22
118
-0.070.000.07
202915.3913.16-2.22
102
-0.080.000.08
203015.4313.18-2.25
86
-0.100.000.10
203115.4613.20-2.26
71
-0.120.000.12
203215.4713.22-2.25
56
-0.14-0.000.14
203315.5013.26-2.24
41
-0.16-0.000.16
203415.5913.28-2.32
27
-0.18-0.000.18
203515.6813.28-2.40
13
-0.20-0.000.20
203615.7713.29-2.48

-0.22-0.000.22
203715.8513.30-2.55

-0.24-0.000.24
203815.9113.31-2.60

-0.26-0.000.26
203915.9613.32-2.65

-0.29-0.000.29
204016.0113.32-2.69

-0.31-0.000.31
204116.0513.33-2.72

-0.33-0.000.33
204216.0813.33-2.75

-0.36-0.000.35
204316.1013.33-2.76

-0.38-0.000.38
204416.1113.34-2.77

-0.41-0.000.41
204516.1113.34-2.77

-0.44-0.010.44
204616.1113.34-2.77

-0.48-0.010.47
204716.1113.34-2.77

-0.51-0.010.50
204816.1213.35-2.77

-0.55-0.010.54
204916.1313.35-2.77

-0.58-0.010.57
205016.1413.36-2.78

-0.62-0.010.61
205116.1513.36-2.79

-0.66-0.010.65
205216.1813.36-2.81

-0.69-0.010.69
205316.2013.37-2.83

-0.73-0.010.72
205416.2313.37-2.85

-0.77-0.010.76
205516.2613.38-2.88

-0.82-0.010.81
205616.3013.39-2.91

-0.86-0.010.85
205716.3413.39-2.95

-0.90-0.010.89
205816.3913.40-2.99

-0.94-0.010.93
205916.4313.40-3.03

-0.98-0.010.97
206016.4813.41-3.07

-1.02-0.011.00
206116.5413.42-3.12

-1.05-0.021.03
206216.5813.42-3.16

-1.08-0.021.06
206316.6113.43-3.19

-1.11-0.021.09
206416.6413.43-3.21

-1.15-0.021.13
206516.6713.43-3.24

-1.18-0.021.16
206616.7013.44-3.26

-1.22-0.021.20
206716.7213.44-3.28

-1.26-0.021.24
206816.7513.45-3.30

-1.30-0.021.27
206916.7813.45-3.33

-1.33-0.021.31
207016.8213.46-3.36

-1.37-0.021.34
207116.8413.46-3.38

-1.41-0.021.39
207216.8813.47-3.41

-1.44-0.021.41
207316.9113.47-3.44

-1.47-0.021.44
207416.9313.47-3.46

-1.50-0.031.47
207516.9513.48-3.48

-1.53-0.031.50
207616.9613.48-3.49

-1.56-0.031.53
207716.9713.48-3.49

-1.59-0.031.56
207816.9613.48-3.48

-1.62-0.041.59
207916.9413.47-3.47

-1.65-0.041.61
208016.9213.47-3.44

-1.68-0.041.64
208116.8813.47-3.41

-1.71-0.041.66
208216.8413.47-3.38

-1.73-0.051.68
208316.8013.46-3.33

-1.75-0.051.70
208416.7413.46-3.28

-1.77-0.051.72
208516.6813.46-3.22

-1.79-0.051.74
208616.6013.45-3.15

-1.82-0.061.76
208716.5313.45-3.09

-1.83-0.061.78
208816.4613.44-3.02

-1.84-0.061.79
208916.3913.44-2.96

-1.85-0.061.79
209016.3413.43-2.90

-1.85-0.061.80
209116.2913.43-2.86

-1.85-0.061.80
209216.2513.43-2.82

-1.85-0.061.80
209316.2313.43-2.80

-1.85-0.061.80
209416.2113.43-2.79

-1.85-0.061.80
209516.2113.43-2.78

-1.86-0.061.80
209616.2213.43-2.79

-1.86-0.061.80
209716.2413.43-2.81

-1.86-0.061.80
209816.2613.43-2.83

-1.86-0.061.81
209916.2913.44-2.86

-1.87-0.061.81

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 16.37% 13.78% -2.59% 2035 -0.93% -0.02% 0.91%

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