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
203115.5813.20-2.37
68
-0.00-0.000.00
203215.6013.22-2.38
53
-0.00-0.000.00
203315.6613.26-2.39
37
-0.00-0.000.00
203415.7713.28-2.49
22
-0.01-0.000.01
203515.8713.29-2.59
7
-0.01-0.000.01
203615.9713.29-2.68

-0.02-0.000.02
203716.0613.30-2.76

-0.03-0.000.03
203816.1313.31-2.82

-0.04-0.000.04
203916.1913.32-2.88

-0.06-0.000.06
204016.2413.32-2.92

-0.08-0.000.08
204116.2813.32-2.95

-0.11-0.010.10
204216.3013.33-2.97

-0.13-0.010.13
204316.3213.33-2.99

-0.16-0.010.16
204416.3213.33-2.99

-0.20-0.010.19
204516.3213.33-2.99

-0.23-0.010.22
204616.3113.33-2.98

-0.27-0.020.26
204716.3113.33-2.98

-0.32-0.020.30
204816.3013.33-2.97

-0.36-0.020.34
204916.3013.34-2.97

-0.41-0.020.38
205016.3113.34-2.97

-0.45-0.030.43
205116.3113.34-2.97

-0.50-0.030.47
205216.3213.34-2.98

-0.55-0.030.52
205316.3313.34-2.98

-0.61-0.040.57
205416.3413.34-3.00

-0.66-0.040.62
205516.3613.35-3.01

-0.72-0.040.68
205616.3813.35-3.03

-0.78-0.050.73
205716.4113.35-3.06

-0.83-0.050.78
205816.4413.36-3.08

-0.89-0.050.84
205916.4713.36-3.11

-0.95-0.060.89
206016.5013.36-3.13

-1.01-0.060.95
206116.5213.37-3.15

-1.07-0.071.00
206216.5313.37-3.17

-1.12-0.071.05
206316.5513.37-3.18

-1.18-0.071.10
206416.5613.37-3.18

-1.23-0.081.16
206516.5713.37-3.19

-1.29-0.081.21
206616.5713.37-3.20

-1.34-0.081.26
206716.5813.38-3.21

-1.40-0.091.31
206816.6013.38-3.22

-1.45-0.091.36
206916.6113.38-3.23

-1.50-0.091.41
207016.6313.38-3.25

-1.56-0.101.46
207116.6413.38-3.26

-1.61-0.101.51
207216.6613.39-3.27

-1.66-0.101.55
207316.6713.39-3.28

-1.70-0.111.60
207416.6813.39-3.29

-1.75-0.111.64
207516.6913.39-3.30

-1.79-0.111.68
207616.6913.39-3.30

-1.83-0.121.72
207716.6913.39-3.30

-1.87-0.121.75
207816.6813.39-3.29

-1.90-0.121.78
207916.6613.39-3.27

-1.93-0.121.81
208016.6413.39-3.24

-1.96-0.121.84
208116.6013.39-3.21

-1.98-0.131.86
208216.5713.39-3.18

-2.01-0.131.88
208316.5213.38-3.14

-2.03-0.131.90
208416.4713.38-3.09

-2.04-0.131.91
208516.4213.38-3.04

-2.05-0.131.92
208616.3513.38-2.98

-2.07-0.131.93
208716.2913.37-2.92

-2.07-0.131.94
208816.2213.37-2.86

-2.08-0.131.95
208916.1613.36-2.80

-2.08-0.131.95
209016.1013.36-2.74

-2.09-0.131.95
209116.0513.36-2.70

-2.09-0.131.96
209216.0113.35-2.66

-2.09-0.131.96
209315.9813.35-2.63

-2.10-0.131.96
209415.9713.35-2.62

-2.10-0.131.97
209515.9613.35-2.61

-2.11-0.131.97
209615.9713.35-2.62

-2.11-0.131.98
209715.9813.35-2.63

-2.12-0.131.98
209816.0013.35-2.65

-2.12-0.141.99
209916.0313.35-2.67

-2.13-0.141.99

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 16.36% 13.74% -2.61% 2035 -0.94% -0.06% 0.88%

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