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
202715.3513.11-2.24
135
-0.010.000.01
202815.3913.14-2.25
118
-0.030.000.03
202915.4213.17-2.25
101
-0.050.010.06
203015.4613.19-2.27
85
-0.070.010.08
203115.4813.22-2.27
70
-0.090.010.11
203215.5013.23-2.26
55
-0.110.010.12
203315.5413.28-2.26
40
-0.120.010.13
203415.6413.29-2.35
26
-0.130.010.14
203515.7513.30-2.45
11
-0.140.010.15
203615.8513.31-2.54

-0.140.010.15
203715.9413.32-2.63

-0.150.010.16
203816.0213.32-2.70

-0.150.010.16
203916.0913.33-2.76

-0.160.010.17
204016.1513.33-2.82

-0.170.010.18
204116.2113.34-2.87

-0.180.010.19
204216.2513.34-2.90

-0.190.010.20
204316.2813.35-2.93

-0.200.010.21
204416.3113.35-2.96

-0.210.010.22
204516.3313.35-2.98

-0.220.010.23
204616.3513.36-3.00

-0.230.010.24
204716.3813.36-3.02

-0.250.010.25
204816.4113.36-3.04

-0.260.010.27
204916.4413.37-3.07

-0.270.010.28
205016.4813.37-3.11

-0.280.010.29
205116.5113.37-3.14

-0.300.010.30
205216.5613.38-3.18

-0.310.010.32
205316.6113.38-3.22

-0.330.000.33
205416.6613.39-3.27

-0.340.000.35
205516.7213.39-3.33

-0.360.000.36
205616.7913.40-3.39

-0.370.000.37
205716.8613.41-3.45

-0.390.000.39
205816.9313.41-3.52

-0.400.000.40
205917.0113.42-3.59

-0.41-0.000.41
206017.0813.42-3.66

-0.42-0.000.42
206117.1513.43-3.72

-0.44-0.000.43
206217.2113.43-3.77

-0.45-0.000.45
206317.2613.44-3.82

-0.46-0.000.46
206417.3113.44-3.87

-0.48-0.010.47
206517.3613.45-3.92

-0.49-0.010.48
206617.4113.45-3.96

-0.51-0.010.50
206717.4613.46-4.01

-0.52-0.010.51
206817.5113.46-4.05

-0.53-0.010.53
206917.5713.46-4.10

-0.55-0.010.54
207017.6213.47-4.15

-0.56-0.010.55
207117.6713.47-4.20

-0.58-0.010.57
207217.7213.48-4.25

-0.59-0.010.58
207317.7813.48-4.29

-0.60-0.010.59
207417.8213.49-4.34

-0.61-0.010.59
207517.8713.49-4.38

-0.62-0.010.60
207617.9013.49-4.41

-0.62-0.010.61
207717.9313.49-4.44

-0.63-0.020.61
207817.9513.50-4.45

-0.64-0.020.62
207917.9513.50-4.45

-0.64-0.020.63
208017.9513.50-4.45

-0.65-0.020.63
208117.9413.50-4.44

-0.65-0.020.63
208217.9213.50-4.42

-0.65-0.020.63
208317.8913.50-4.40

-0.65-0.020.63
208417.8613.49-4.37

-0.65-0.020.63
208517.8213.49-4.33

-0.65-0.020.63
208617.7713.49-4.28

-0.65-0.020.63
208717.7113.48-4.23

-0.65-0.020.63
208817.6513.48-4.17

-0.65-0.020.64
208917.5913.48-4.11

-0.66-0.020.64
209017.5313.47-4.06

-0.66-0.020.64
209117.4813.47-4.01

-0.66-0.020.64
209217.4413.47-3.97

-0.67-0.020.65
209317.4113.46-3.94

-0.67-0.020.65
209417.3913.46-3.93

-0.68-0.020.66
209517.3813.46-3.92

-0.68-0.020.66
209617.3913.46-3.92

-0.69-0.020.67
209717.4013.47-3.94

-0.69-0.020.67
209817.4313.47-3.96

-0.70-0.020.68
209917.4613.47-3.99

-0.70-0.020.68

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 16.92% 13.80% -3.12% 2035 -0.38% -0.00% 0.38%

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