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
202815.3813.13-2.25
118
-0.04-0.000.03
202915.4013.16-2.24
101
-0.07-0.000.07
203015.4213.17-2.25
86
-0.11-0.010.10
203115.4313.19-2.24
70
-0.14-0.010.14
203215.4213.21-2.21
55
-0.18-0.010.17
203315.4513.25-2.19
41
-0.21-0.010.20
203415.5213.26-2.26
27
-0.25-0.020.23
203515.6013.27-2.33
13
-0.28-0.020.26
203615.6813.28-2.40

-0.31-0.020.29
203715.7513.28-2.46

-0.34-0.020.32
203815.8013.29-2.52

-0.37-0.020.35
203915.8513.29-2.56

-0.40-0.020.37
204015.9013.30-2.60

-0.42-0.030.40
204115.9413.30-2.64

-0.45-0.030.42
204215.9713.30-2.66

-0.47-0.030.44
204315.9913.31-2.69

-0.49-0.030.46
204416.0113.31-2.70

-0.50-0.030.47
204516.0313.31-2.72

-0.52-0.030.49
204616.0513.31-2.74

-0.53-0.030.50
204716.0813.32-2.76

-0.55-0.030.51
204816.1113.32-2.79

-0.56-0.040.52
204916.1413.32-2.82

-0.57-0.040.53
205016.1813.33-2.86

-0.58-0.040.54
205116.2313.33-2.90

-0.58-0.040.55
205216.2813.34-2.94

-0.59-0.040.55
205316.3413.34-3.00

-0.60-0.040.56
205416.4013.35-3.05

-0.60-0.040.56
205516.4713.35-3.12

-0.61-0.040.57
205616.5513.36-3.19

-0.61-0.040.57
205716.6313.36-3.26

-0.62-0.040.58
205816.7113.37-3.34

-0.62-0.040.58
205916.7913.38-3.41

-0.63-0.040.59
206016.8713.38-3.49

-0.63-0.040.59
206116.9513.39-3.56

-0.64-0.040.60
206217.0113.40-3.62

-0.64-0.040.60
206317.0813.40-3.68

-0.64-0.040.60
206417.1413.41-3.73

-0.65-0.040.61
206517.2013.41-3.79

-0.65-0.040.61
206617.2613.42-3.84

-0.66-0.040.62
206717.3213.42-3.90

-0.66-0.040.62
206817.3813.43-3.95

-0.67-0.040.62
206917.4413.43-4.01

-0.67-0.040.63
207017.5113.44-4.07

-0.67-0.040.63
207117.5713.44-4.13

-0.68-0.040.64
207217.6313.45-4.18

-0.68-0.040.64
207317.6913.45-4.24

-0.69-0.040.64
207417.7413.45-4.29

-0.69-0.040.65
207517.7913.46-4.33

-0.70-0.050.65
207617.8313.46-4.37

-0.70-0.050.65
207717.8613.46-4.39

-0.70-0.050.66
207817.8813.47-4.41

-0.70-0.050.66
207917.8913.47-4.42

-0.71-0.050.66
208017.8913.47-4.42

-0.71-0.050.66
208117.8813.47-4.41

-0.71-0.050.66
208217.8613.47-4.39

-0.71-0.050.67
208317.8313.47-4.37

-0.71-0.050.67
208417.8013.47-4.33

-0.71-0.050.67
208517.7613.46-4.29

-0.71-0.050.67
208617.7113.46-4.25

-0.71-0.050.67
208717.6513.46-4.19

-0.71-0.050.67
208817.5913.45-4.14

-0.71-0.050.66
208917.5413.45-4.09

-0.71-0.050.66
209017.4813.45-4.04

-0.71-0.050.66
209117.4313.44-3.99

-0.71-0.050.66
209217.4013.44-3.96

-0.71-0.050.66
209317.3813.44-3.94

-0.70-0.050.66
209417.3613.44-3.93

-0.70-0.050.66
209517.3613.44-3.93

-0.70-0.050.66
209617.3713.44-3.94

-0.70-0.050.66
209717.3913.44-3.95

-0.70-0.050.66
209817.4213.44-3.98

-0.70-0.050.66
209917.4613.44-4.01

-0.70-0.050.66

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 16.77% 13.77% -3.01% 2035 -0.52% -0.03% 0.49%

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