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
202615.3013.08-2.22
151
0.090.00-0.09
202715.4613.11-2.34
133
0.100.01-0.09
202815.5213.14-2.38
115
0.100.01-0.09
202915.5713.17-2.40
98
0.100.01-0.10
203015.6413.18-2.45
82
0.110.01-0.10
203115.6913.21-2.48
65
0.110.01-0.11
203215.7213.23-2.49
49
0.120.01-0.11
203315.7813.27-2.51
33
0.120.01-0.11
203415.9013.28-2.61
17
0.120.01-0.12
203516.0113.29-2.72
1
0.130.01-0.12
203616.1213.30-2.82

0.130.01-0.13
203716.2313.31-2.92

0.140.01-0.13
203816.3213.32-3.00

0.140.01-0.13
203916.4013.33-3.07

0.150.01-0.14
204016.4713.33-3.14

0.150.01-0.14
204116.5413.34-3.20

0.160.01-0.15
204216.5913.34-3.25

0.160.01-0.15
204316.6413.35-3.30

0.160.01-0.15
204416.6913.35-3.33

0.170.01-0.16
204516.7213.36-3.37

0.170.01-0.16
204616.7613.36-3.40

0.170.01-0.16
204716.8013.36-3.44

0.170.01-0.16
204816.8413.37-3.47

0.170.01-0.16
204916.8813.37-3.51

0.170.01-0.16
205016.9313.37-3.56

0.170.01-0.16
205116.9813.38-3.61

0.170.01-0.16
205217.0413.38-3.66

0.170.01-0.16
205317.1113.39-3.72

0.170.01-0.16
205417.1813.40-3.78

0.170.01-0.16
205517.2513.40-3.85

0.170.01-0.16
205617.3313.41-3.92

0.170.01-0.16
205717.4113.41-4.00

0.170.01-0.16
205817.5013.42-4.08

0.170.01-0.16
205917.5913.43-4.16

0.170.01-0.16
206017.6713.44-4.24

0.170.01-0.16
206117.7513.44-4.31

0.170.01-0.16
206217.8313.45-4.38

0.170.01-0.16
206317.9013.45-4.44

0.170.01-0.16
206417.9713.46-4.51

0.180.01-0.16
206518.0313.46-4.57

0.180.01-0.17
206618.1013.47-4.63

0.180.01-0.17
206718.1613.48-4.69

0.180.01-0.17
206818.2313.48-4.75

0.190.01-0.17
206918.3013.49-4.82

0.190.01-0.18
207018.3713.49-4.88

0.190.01-0.18
207118.4413.50-4.95

0.190.01-0.18
207218.5113.50-5.01

0.200.01-0.18
207318.5813.51-5.07

0.200.01-0.19
207418.6413.51-5.12

0.200.01-0.19
207518.6913.52-5.17

0.210.01-0.19
207618.7313.52-5.21

0.210.01-0.19
207718.7713.52-5.25

0.210.01-0.20
207818.7913.53-5.27

0.210.01-0.20
207918.8113.53-5.28

0.210.01-0.20
208018.8113.53-5.28

0.210.01-0.20
208118.8013.53-5.27

0.210.01-0.20
208218.7913.53-5.26

0.210.01-0.20
208318.7613.53-5.23

0.220.01-0.20
208418.7313.53-5.20

0.220.01-0.20
208518.6913.52-5.16

0.220.01-0.20
208618.6413.52-5.12

0.220.01-0.20
208718.5813.52-5.07

0.220.01-0.20
208818.5213.51-5.01

0.220.01-0.21
208918.4713.51-4.96

0.220.01-0.21
209018.4113.51-4.91

0.220.01-0.21
209118.3713.50-4.86

0.220.01-0.21
209218.3313.50-4.83

0.220.01-0.21
209318.3013.50-4.81

0.220.01-0.21
209418.2913.50-4.79

0.220.01-0.21
209518.2913.50-4.79

0.220.01-0.21
209618.3013.50-4.80

0.220.01-0.21
209718.3213.50-4.82

0.220.01-0.21
209818.3513.50-4.85

0.220.01-0.21
209918.3813.50-4.88

0.220.01-0.21

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 17.47% 13.81% -3.66% 2035 0.17% 0.01% -0.16%

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