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
0.000.00-0.00
203215.6113.22-2.39
53
0.000.00-0.00
203315.6713.26-2.40
37
0.010.00-0.01
203415.7913.28-2.51
22
0.010.00-0.01
203515.9013.29-2.62
7
0.020.00-0.02
203616.0113.30-2.72

0.020.00-0.02
203716.1213.31-2.81

0.030.00-0.03
203816.2113.31-2.90

0.030.00-0.03
203916.2913.32-2.97

0.040.00-0.04
204016.3613.33-3.04

0.040.00-0.04
204116.4313.33-3.10

0.050.00-0.05
204216.4913.34-3.15

0.050.00-0.05
204316.5413.34-3.20

0.060.00-0.05
204416.5813.34-3.24

0.060.00-0.06
204516.6213.35-3.27

0.070.00-0.06
204616.6613.35-3.31

0.070.00-0.07
204716.7013.35-3.34

0.070.00-0.07
204816.7413.36-3.38

0.080.00-0.08
204916.7913.36-3.43

0.080.00-0.08
205016.8513.37-3.48

0.090.00-0.08
205116.9013.37-3.53

0.090.00-0.09
205216.9613.38-3.59

0.090.00-0.09
205317.0313.38-3.65

0.100.00-0.09
205417.1013.39-3.72

0.100.00-0.10
205517.1813.39-3.79

0.110.00-0.10
205617.2713.40-3.87

0.110.00-0.10
205717.3613.41-3.95

0.110.00-0.11
205817.4513.42-4.03

0.120.01-0.11
205917.5413.42-4.11

0.120.01-0.11
206017.6313.43-4.19

0.120.01-0.12
206117.7113.44-4.27

0.130.01-0.12
206217.7813.44-4.34

0.130.01-0.12
206317.8513.45-4.41

0.130.01-0.12
206417.9213.45-4.47

0.130.01-0.13
206517.9913.46-4.53

0.130.01-0.13
206618.0513.46-4.59

0.140.01-0.13
206718.1213.47-4.65

0.140.01-0.13
206818.1913.48-4.71

0.140.01-0.13
206918.2613.48-4.77

0.140.01-0.13
207018.3313.49-4.84

0.140.01-0.14
207118.3913.49-4.90

0.140.01-0.14
207218.4613.50-4.96

0.140.01-0.14
207318.5213.50-5.02

0.150.01-0.14
207418.5813.51-5.07

0.150.01-0.14
207518.6313.51-5.12

0.150.01-0.14
207618.6713.51-5.16

0.150.01-0.14
207718.7113.52-5.19

0.150.01-0.14
207818.7313.52-5.21

0.150.01-0.14
207918.7413.52-5.22

0.150.01-0.14
208018.7513.52-5.22

0.150.01-0.14
208118.7413.52-5.22

0.150.01-0.14
208218.7213.52-5.20

0.150.01-0.14
208318.7013.52-5.18

0.150.01-0.14
208418.6613.52-5.14

0.150.01-0.14
208518.6213.52-5.10

0.150.01-0.14
208618.5713.51-5.06

0.150.01-0.14
208718.5113.51-5.00

0.150.01-0.14
208818.4513.51-4.95

0.150.01-0.14
208918.3913.50-4.89

0.150.01-0.14
209018.3413.50-4.84

0.150.01-0.14
209118.2913.50-4.80

0.150.01-0.14
209218.2513.49-4.76

0.150.01-0.14
209318.2313.49-4.74

0.150.01-0.14
209418.2213.49-4.73

0.150.01-0.14
209518.2213.49-4.72

0.150.01-0.14
209618.2213.49-4.73

0.150.01-0.14
209718.2413.49-4.75

0.150.01-0.14
209818.2713.49-4.78

0.150.01-0.14
209918.3113.50-4.81

0.150.01-0.14

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 17.39% 13.80% -3.59% 2035 0.09% 0.00% -0.09%

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