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
202515.0712.90-2.17
170
0.060.00-0.06
202615.2713.08-2.19
151
0.070.00-0.06
202715.4313.11-2.32
133
0.070.00-0.07
202815.4913.14-2.35
116
0.070.00-0.07
202915.5513.17-2.38
99
0.080.00-0.07
203015.6113.18-2.42
82
0.080.00-0.08
203115.6613.21-2.45
66
0.080.00-0.08
203215.6913.22-2.47
50
0.090.01-0.09
203315.7613.27-2.49
34
0.100.01-0.09
203415.8713.28-2.59
18
0.100.01-0.09
203515.9913.29-2.70
2
0.100.01-0.10
203616.1013.30-2.79

0.110.01-0.10
203716.2013.31-2.89

0.110.01-0.10
203816.2913.32-2.97

0.120.01-0.11
203916.3713.33-3.04

0.120.01-0.11
204016.4413.33-3.11

0.120.01-0.12
204116.5113.34-3.17

0.130.01-0.12
204216.5713.34-3.22

0.130.01-0.12
204316.6213.35-3.27

0.140.01-0.13
204416.6613.35-3.31

0.140.01-0.13
204516.6913.35-3.34

0.140.01-0.13
204616.7313.36-3.37

0.140.01-0.13
204716.7713.36-3.41

0.150.01-0.14
204816.8113.36-3.45

0.150.01-0.14
204916.8613.37-3.49

0.150.01-0.14
205016.9113.37-3.53

0.150.01-0.14
205116.9613.38-3.58

0.150.01-0.14
205217.0213.38-3.63

0.150.01-0.14
205317.0813.39-3.69

0.150.01-0.14
205417.1513.39-3.75

0.150.01-0.14
205517.2213.40-3.82

0.150.01-0.14
205617.3113.41-3.90

0.150.01-0.14
205717.3913.41-3.98

0.150.01-0.14
205817.4813.42-4.06

0.150.01-0.14
205917.5613.43-4.14

0.150.01-0.14
206017.6513.43-4.21

0.150.01-0.14
206117.7313.44-4.29

0.140.01-0.14
206217.8013.45-4.35

0.150.01-0.14
206317.8713.45-4.42

0.150.01-0.14
206417.9413.46-4.48

0.150.01-0.14
206518.0013.46-4.54

0.150.01-0.14
206618.0713.47-4.60

0.150.01-0.14
206718.1413.47-4.66

0.150.01-0.14
206818.2013.48-4.72

0.160.01-0.15
206918.2713.48-4.79

0.160.01-0.15
207018.3513.49-4.86

0.160.01-0.15
207118.4113.50-4.92

0.160.01-0.15
207218.4813.50-4.98

0.170.01-0.15
207318.5413.51-5.04

0.170.01-0.16
207418.6013.51-5.09

0.170.01-0.16
207518.6613.51-5.14

0.170.01-0.16
207618.7013.52-5.18

0.180.01-0.17
207718.7413.52-5.22

0.180.01-0.17
207818.7613.52-5.24

0.180.01-0.17
207918.7813.53-5.25

0.180.01-0.17
208018.7813.53-5.25

0.180.01-0.17
208118.7713.53-5.25

0.180.01-0.17
208218.7613.53-5.23

0.180.01-0.17
208318.7313.53-5.21

0.190.01-0.17
208418.7013.52-5.18

0.190.01-0.17
208518.6613.52-5.14

0.190.01-0.18
208618.6113.52-5.09

0.190.01-0.18
208718.5513.52-5.04

0.190.01-0.18
208818.4913.51-4.98

0.190.01-0.18
208918.4413.51-4.93

0.190.01-0.18
209018.3813.50-4.88

0.190.01-0.18
209118.3313.50-4.83

0.190.01-0.18
209218.3013.50-4.80

0.190.01-0.18
209318.2813.50-4.78

0.200.01-0.18
209418.2613.50-4.77

0.200.01-0.18
209518.2613.50-4.77

0.200.01-0.18
209618.2713.50-4.78

0.200.01-0.18
209718.2913.50-4.79

0.200.01-0.18
209818.3213.50-4.82

0.200.01-0.18
209918.3613.50-4.85

0.200.01-0.18

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 17.44% 13.81% -3.63% 2035 0.14% 0.01% -0.13%

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