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
202515.0912.90-2.19
170
0.080.00-0.08
202615.2913.08-2.21
151
0.080.00-0.08
202715.4513.11-2.33
133
0.080.00-0.08
202815.5013.14-2.36
115
0.080.00-0.08
202915.5513.17-2.39
98
0.080.00-0.08
203015.6113.18-2.43
82
0.080.00-0.08
203115.6613.21-2.45
65
0.080.00-0.08
203215.6813.22-2.46
49
0.080.00-0.07
203315.7413.27-2.47
34
0.080.00-0.07
203415.8513.28-2.57
18
0.080.00-0.07
203515.9613.29-2.67
2
0.080.00-0.07
203616.0613.30-2.77

0.080.00-0.07
203716.1713.31-2.86

0.080.00-0.07
203816.2513.32-2.94

0.070.00-0.07
203916.3213.32-3.00

0.070.00-0.07
204016.3913.33-3.06

0.070.00-0.07
204116.4513.33-3.12

0.070.00-0.07
204216.5113.34-3.17

0.070.00-0.07
204316.5513.34-3.21

0.070.00-0.07
204416.5913.35-3.24

0.070.00-0.07
204516.6213.35-3.27

0.070.00-0.07
204616.6613.35-3.31

0.070.00-0.07
204716.7013.36-3.34

0.070.00-0.07
204816.7413.36-3.38

0.070.00-0.07
204916.7813.36-3.42

0.070.00-0.07
205016.8313.37-3.47

0.080.00-0.07
205116.8913.37-3.51

0.080.00-0.07
205216.9513.38-3.57

0.080.00-0.07
205317.0113.38-3.63

0.080.00-0.07
205417.0813.39-3.69

0.080.00-0.07
205517.1613.39-3.76

0.080.00-0.07
205617.2413.40-3.84

0.080.00-0.07
205717.3213.41-3.91

0.080.00-0.08
205817.4113.42-4.00

0.080.00-0.08
205917.5013.42-4.07

0.080.00-0.08
206017.5813.43-4.15

0.080.00-0.07
206117.6613.44-4.23

0.080.00-0.07
206217.7313.44-4.29

0.080.00-0.07
206317.8013.45-4.36

0.080.00-0.07
206417.8713.45-4.41

0.080.00-0.07
206517.9313.46-4.47

0.080.00-0.07
206617.9913.46-4.53

0.080.00-0.07
206718.0613.47-4.59

0.080.00-0.07
206818.1213.47-4.65

0.080.00-0.07
206918.1913.48-4.71

0.080.00-0.07
207018.2613.48-4.78

0.080.00-0.07
207118.3313.49-4.84

0.080.00-0.07
207218.3913.49-4.90

0.080.00-0.07
207318.4513.50-4.95

0.080.00-0.07
207418.5113.50-5.00

0.080.00-0.07
207518.5613.51-5.05

0.080.00-0.07
207618.6013.51-5.09

0.080.00-0.07
207718.6413.51-5.12

0.080.00-0.07
207818.6613.52-5.14

0.080.00-0.07
207918.6713.52-5.15

0.080.00-0.07
208018.6713.52-5.15

0.080.00-0.07
208118.6613.52-5.15

0.080.00-0.07
208218.6513.52-5.13

0.080.00-0.07
208318.6213.52-5.11

0.080.00-0.07
208418.5913.52-5.07

0.080.00-0.07
208518.5513.51-5.03

0.080.00-0.07
208618.5013.51-4.99

0.080.00-0.07
208718.4413.51-4.93

0.080.00-0.07
208818.3813.50-4.88

0.080.00-0.07
208918.3213.50-4.82

0.080.00-0.07
209018.2713.50-4.77

0.080.00-0.07
209118.2213.49-4.73

0.080.00-0.07
209218.1813.49-4.69

0.080.00-0.07
209318.1613.49-4.67

0.080.00-0.07
209418.1413.49-4.66

0.080.00-0.07
209518.1413.49-4.66

0.080.00-0.07
209618.1513.49-4.66

0.080.00-0.07
209718.1713.49-4.68

0.080.00-0.07
209818.2013.49-4.71

0.080.00-0.07
209918.2313.49-4.74

0.080.00-0.07

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 17.37% 13.80% -3.57% 2035 0.08% 0.00% -0.07%

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