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
0.000.000.00
203215.6013.22-2.38
53
0.000.000.00
203315.6613.26-2.40
37
0.000.000.00
203415.7713.28-2.50
22
0.000.000.00
203515.8813.29-2.60
7
0.000.000.00
203615.9913.30-2.69

0.000.000.00
203716.0913.30-2.79

-0.00-0.000.00
203816.1813.31-2.86

-0.00-0.000.00
203916.2513.32-2.93

-0.00-0.000.00
204016.3213.32-3.00

-0.00-0.000.00
204116.3813.33-3.05

-0.00-0.000.00
204216.4313.33-3.10

-0.00-0.000.00
204316.4813.34-3.14

-0.00-0.000.00
204416.5213.34-3.17

-0.00-0.000.00
204516.5513.34-3.20

-0.00-0.000.00
204616.5813.35-3.23

-0.01-0.000.01
204716.6213.35-3.26

-0.01-0.000.01
204816.6513.35-3.30

-0.01-0.000.01
204916.6913.36-3.33

-0.02-0.000.01
205016.7413.36-3.38

-0.02-0.000.02
205116.7913.37-3.42

-0.02-0.000.02
205216.8413.37-3.47

-0.03-0.000.03
205316.9013.38-3.52

-0.03-0.000.03
205416.9613.38-3.58

-0.04-0.000.04
205517.0313.39-3.64

-0.05-0.000.04
205617.1113.39-3.71

-0.05-0.000.05
205717.1813.40-3.78

-0.06-0.000.06
205817.2713.41-3.86

-0.07-0.000.06
205917.3413.41-3.93

-0.07-0.000.07
206017.4213.42-4.00

-0.08-0.010.08
206117.4913.43-4.07

-0.09-0.010.08
206217.5613.43-4.13

-0.10-0.010.09
206317.6213.44-4.18

-0.11-0.010.10
206417.6713.44-4.23

-0.12-0.010.11
206517.7313.45-4.28

-0.12-0.010.12
206617.7813.45-4.33

-0.13-0.010.12
206717.8413.45-4.38

-0.14-0.010.13
206817.9013.46-4.44

-0.15-0.010.14
206917.9513.46-4.49

-0.16-0.010.15
207018.0113.47-4.54

-0.17-0.010.16
207118.0713.47-4.60

-0.18-0.010.17
207218.1213.48-4.65

-0.19-0.010.18
207318.1813.48-4.69

-0.20-0.010.19
207418.2213.49-4.74

-0.21-0.010.19
207518.2713.49-4.78

-0.22-0.010.20
207618.3013.49-4.81

-0.22-0.010.21
207718.3313.50-4.83

-0.23-0.010.22
207818.3413.50-4.85

-0.24-0.020.22
207918.3513.50-4.85

-0.25-0.020.23
208018.3413.50-4.85

-0.25-0.020.24
208118.3313.50-4.83

-0.26-0.020.24
208218.3113.50-4.81

-0.26-0.020.25
208318.2813.50-4.78

-0.27-0.020.25
208418.2413.49-4.75

-0.27-0.020.25
208518.2013.49-4.71

-0.27-0.020.26
208618.1413.49-4.65

-0.28-0.020.26
208718.0813.49-4.60

-0.28-0.020.26
208818.0213.48-4.54

-0.28-0.020.26
208917.9613.48-4.49

-0.28-0.020.26
209017.9113.47-4.43

-0.28-0.020.27
209117.8613.47-4.39

-0.28-0.020.27
209217.8213.47-4.35

-0.29-0.020.27
209317.7913.47-4.33

-0.29-0.020.27
209417.7813.46-4.31

-0.29-0.020.27
209517.7813.46-4.31

-0.29-0.020.27
209617.7913.47-4.32

-0.29-0.020.27
209717.8013.47-4.34

-0.29-0.020.27
209817.8313.47-4.36

-0.29-0.020.27
209917.8613.47-4.39

-0.29-0.020.28

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 17.19% 13.79% -3.40% 2035 -0.11% -0.01% 0.10%

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