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
202615.4413.08-2.35
150
0.230.01-0.22
202715.6013.12-2.48
131
0.240.01-0.23
202815.6513.14-2.51
113
0.240.01-0.23
202915.7113.17-2.53
95
0.240.01-0.23
203015.7713.19-2.58
78
0.240.01-0.23
203115.8113.21-2.60
61
0.240.01-0.23
203215.8413.23-2.61
44
0.240.01-0.23
203315.9013.28-2.62
28
0.240.01-0.23
203416.0213.29-2.73
11
0.240.01-0.23
203516.1313.30-2.83

0.240.01-0.23
203616.2313.31-2.93

0.250.01-0.23
203716.3413.32-3.02

0.250.01-0.23
203816.4213.33-3.10

0.250.01-0.23
203916.5013.33-3.17

0.250.01-0.24
204016.5713.34-3.23

0.250.01-0.24
204116.6413.34-3.29

0.250.01-0.24
204216.6913.35-3.34

0.250.01-0.24
204316.7313.35-3.38

0.250.01-0.24
204416.7713.36-3.42

0.250.01-0.24
204516.8113.36-3.45

0.260.01-0.24
204616.8413.36-3.48

0.260.01-0.24
204716.8813.37-3.51

0.260.01-0.24
204816.9213.37-3.55

0.260.01-0.24
204916.9713.37-3.59

0.260.01-0.24
205017.0213.38-3.64

0.260.01-0.24
205117.0713.38-3.69

0.260.01-0.24
205217.1313.39-3.74

0.260.02-0.25
205317.1913.39-3.80

0.260.02-0.25
205417.2613.40-3.86

0.260.02-0.25
205517.3413.41-3.94

0.260.02-0.25
205617.4213.41-4.01

0.260.02-0.25
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
206117.8513.45-4.41

0.270.02-0.26
206217.9313.45-4.47

0.270.02-0.26
206318.0013.46-4.54

0.270.02-0.26
206418.0613.46-4.60

0.270.02-0.26
206518.1313.47-4.66

0.280.02-0.26
206618.1913.47-4.72

0.280.02-0.26
206718.2613.48-4.78

0.280.02-0.26
206818.3313.49-4.84

0.280.02-0.26
206918.3913.49-4.90

0.280.02-0.26
207018.4613.50-4.97

0.280.02-0.26
207118.5313.50-5.03

0.280.02-0.26
207218.6013.51-5.09

0.280.02-0.27
207318.6613.51-5.15

0.280.02-0.27
207418.7213.52-5.20

0.280.02-0.27
207518.7713.52-5.25

0.280.02-0.27
207618.8113.52-5.29

0.290.02-0.27
207718.8513.53-5.32

0.290.02-0.27
207818.8713.53-5.34

0.290.02-0.27
207918.8813.53-5.35

0.290.02-0.27
208018.8813.53-5.35

0.290.02-0.27
208118.8713.53-5.34

0.290.02-0.27
208218.8613.53-5.33

0.290.02-0.27
208318.8313.53-5.30

0.290.02-0.27
208418.8013.53-5.27

0.290.02-0.27
208518.7513.53-5.23

0.280.02-0.27
208618.7013.52-5.18

0.280.02-0.27
208718.6513.52-5.13

0.280.02-0.27
208818.5913.52-5.07

0.280.02-0.27
208918.5313.51-5.01

0.280.02-0.26
209018.4713.51-4.96

0.280.02-0.26
209118.4213.50-4.92

0.280.02-0.26
209218.3813.50-4.88

0.280.02-0.26
209318.3613.50-4.86

0.280.02-0.26
209418.3513.50-4.85

0.280.02-0.26
209518.3513.50-4.85

0.280.02-0.26
209618.3613.50-4.85

0.280.02-0.26
209718.3713.50-4.87

0.280.02-0.26
209818.4013.50-4.90

0.280.02-0.26
209918.4413.51-4.93

0.280.02-0.26

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 17.56% 13.81% -3.74% 2034 0.26% 0.01% -0.24%

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