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
202615.1613.07-2.09
152
-0.04-0.000.04
202715.2813.10-2.18
135
-0.08-0.000.07
202815.3013.13-2.17
119
-0.12-0.010.11
202915.3113.15-2.16
103
-0.16-0.010.15
203015.3313.17-2.16
88
-0.20-0.010.18
203115.3413.19-2.15
73
-0.23-0.010.22
203215.3413.20-2.13
58
-0.27-0.020.25
203315.3613.25-2.11
44
-0.30-0.020.28
203415.4413.26-2.18
31
-0.33-0.020.31
203515.5213.26-2.25
17
-0.37-0.020.34
203615.5913.27-2.32
3
-0.40-0.020.37
203715.6713.28-2.39

-0.42-0.030.40
203815.7313.28-2.44

-0.45-0.030.42
203915.7713.29-2.49

-0.48-0.030.45
204015.8213.29-2.53

-0.50-0.030.47
204115.8613.30-2.57

-0.52-0.030.49
204215.9013.30-2.60

-0.54-0.030.51
204315.9213.30-2.62

-0.56-0.030.52
204415.9513.31-2.64

-0.57-0.040.54
204515.9713.31-2.66

-0.58-0.040.55
204615.9913.31-2.68

-0.60-0.040.56
204716.0213.31-2.70

-0.61-0.040.57
204816.0513.32-2.73

-0.62-0.040.58
204916.0913.32-2.77

-0.62-0.040.58
205016.1313.32-2.80

-0.63-0.040.59
205116.1713.33-2.85

-0.64-0.040.60
205216.2313.33-2.90

-0.64-0.040.60
205316.2913.34-2.95

-0.65-0.040.61
205416.3513.34-3.01

-0.65-0.040.61
205516.4213.35-3.07

-0.66-0.040.61
205616.5013.35-3.14

-0.66-0.040.62
205716.5813.36-3.22

-0.66-0.040.62
205816.6613.37-3.29

-0.67-0.040.63
205916.7413.37-3.37

-0.67-0.040.63
206016.8313.38-3.44

-0.68-0.040.63
206116.9013.39-3.51

-0.68-0.040.64
206216.9713.39-3.57

-0.69-0.040.64
206317.0313.40-3.63

-0.69-0.040.65
206417.0913.40-3.69

-0.70-0.040.65
206517.1513.41-3.74

-0.70-0.050.66
206617.2113.41-3.80

-0.71-0.050.66
206717.2713.42-3.85

-0.71-0.050.67
206817.3313.42-3.91

-0.72-0.050.67
206917.3913.43-3.97

-0.72-0.050.67
207017.4613.43-4.02

-0.73-0.050.68
207117.5213.44-4.08

-0.73-0.050.68
207217.5813.44-4.14

-0.74-0.050.69
207317.6313.45-4.19

-0.74-0.050.69
207417.6913.45-4.24

-0.75-0.050.70
207517.7313.46-4.28

-0.75-0.050.70
207617.7713.46-4.31

-0.75-0.050.70
207717.8013.46-4.34

-0.76-0.050.71
207817.8213.46-4.36

-0.76-0.050.71
207917.8313.46-4.37

-0.76-0.050.71
208017.8313.46-4.36

-0.77-0.050.72
208117.8213.47-4.36

-0.77-0.050.72
208217.8013.46-4.34

-0.77-0.050.72
208317.7813.46-4.31

-0.77-0.050.72
208417.7413.46-4.28

-0.77-0.050.72
208517.7013.46-4.24

-0.77-0.050.72
208617.6513.46-4.19

-0.77-0.050.72
208717.5913.45-4.14

-0.77-0.050.72
208817.5313.45-4.08

-0.77-0.050.72
208917.4813.44-4.03

-0.77-0.050.72
209017.4213.44-3.98

-0.77-0.050.72
209117.3713.44-3.94

-0.77-0.050.72
209217.3413.44-3.90

-0.77-0.050.72
209317.3113.43-3.88

-0.77-0.050.72
209417.3013.43-3.87

-0.76-0.050.71
209517.3013.43-3.87

-0.76-0.050.71
209617.3113.43-3.88

-0.76-0.050.71
209717.3313.44-3.90

-0.76-0.050.71
209817.3613.44-3.92

-0.76-0.050.71
209917.4013.44-3.96

-0.76-0.050.71

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 16.71% 13.76% -2.95% 2036 -0.58% -0.04% 0.55%

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