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
0.000.000.00
202715.3613.11-2.25
134
0.000.000.00
202815.4213.13-2.28
117
0.000.000.00
202915.4713.16-2.31
101
0.000.000.00
203015.5313.18-2.35
84
0.000.000.00
203115.6113.20-2.40
68
0.030.00-0.03
203215.6713.22-2.44
52
0.060.00-0.06
203315.7513.27-2.48
37
0.090.01-0.09
203415.8913.28-2.61
21
0.120.01-0.11
203516.0313.29-2.74
5
0.150.01-0.14
203616.1613.31-2.85

0.170.01-0.16
203716.2813.32-2.97

0.190.01-0.18
203816.3913.32-3.07

0.210.01-0.20
203916.4813.33-3.15

0.230.01-0.22
204016.5713.34-3.23

0.250.02-0.24
204116.6413.34-3.29

0.250.02-0.24
204216.6913.35-3.34

0.260.02-0.24
204316.7413.35-3.39

0.260.02-0.25
204416.7813.36-3.42

0.260.02-0.25
204516.8213.36-3.46

0.270.02-0.25
204616.8513.36-3.49

0.270.02-0.25
204716.8913.37-3.53

0.270.02-0.25
204816.9313.37-3.56

0.270.02-0.25
204916.9813.38-3.60

0.270.02-0.25
205017.0313.38-3.65

0.270.02-0.25
205117.0813.38-3.70

0.270.02-0.25
205217.1413.39-3.75

0.270.02-0.25
205317.2013.39-3.81

0.270.02-0.25
205417.2713.40-3.87

0.270.02-0.25
205517.3413.41-3.94

0.270.02-0.25
205617.4313.41-4.01

0.270.02-0.25
205717.5113.42-4.09

0.270.02-0.25
205817.6013.43-4.17

0.270.02-0.25
205917.6913.43-4.25

0.270.02-0.25
206017.7713.44-4.33

0.270.02-0.25
206117.8613.45-4.41

0.270.02-0.26
206217.9313.45-4.48

0.280.02-0.26
206318.0013.46-4.54

0.280.02-0.26
206418.0713.47-4.60

0.280.02-0.26
206518.1413.47-4.67

0.280.02-0.27
206618.2113.48-4.73

0.290.02-0.27
206718.2713.48-4.79

0.290.02-0.27
206818.3413.49-4.86

0.300.02-0.28
206918.4113.49-4.92

0.300.02-0.28
207018.4913.50-4.99

0.300.02-0.28
207118.5613.50-5.05

0.310.02-0.29
207218.6213.51-5.12

0.310.02-0.29
207318.6913.51-5.17

0.310.02-0.29
207418.7513.52-5.23

0.320.02-0.30
207518.8013.52-5.28

0.320.02-0.30
207618.8513.53-5.32

0.320.02-0.30
207718.8813.53-5.35

0.320.02-0.30
207818.9113.53-5.38

0.330.02-0.31
207918.9213.53-5.39

0.330.02-0.31
208018.9213.54-5.39

0.330.02-0.31
208118.9213.54-5.38

0.330.02-0.31
208218.9013.54-5.37

0.330.02-0.31
208318.8813.53-5.35

0.330.02-0.31
208418.8513.53-5.31

0.330.02-0.31
208518.8113.53-5.28

0.340.02-0.32
208618.7613.53-5.23

0.340.02-0.32
208718.7013.52-5.18

0.340.02-0.32
208818.6413.52-5.12

0.340.02-0.32
208918.5913.52-5.07

0.340.02-0.32
209018.5313.51-5.02

0.340.02-0.32
209118.4813.51-4.97

0.340.02-0.32
209218.4513.51-4.94

0.340.02-0.32
209318.4213.51-4.92

0.340.02-0.32
209418.4113.51-4.90

0.340.02-0.32
209518.4113.50-4.90

0.340.02-0.32
209618.4213.51-4.91

0.340.02-0.32
209718.4413.51-4.93

0.340.02-0.32
209818.4613.51-4.95

0.340.02-0.32
209918.5013.51-4.99

0.340.02-0.32

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 17.54% 13.81% -3.73% 2035 0.24% 0.02% -0.23%

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