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
202615.2313.07-2.15
152
0.020.00-0.02
202715.3813.11-2.28
134
0.020.00-0.02
202815.4413.13-2.31
117
0.020.00-0.02
202915.4913.16-2.33
100
0.020.00-0.02
203015.5513.18-2.37
84
0.020.00-0.02
203115.6013.20-2.40
68
0.020.00-0.02
203215.6313.22-2.40
52
0.020.00-0.02
203315.6813.27-2.42
36
0.020.00-0.02
203415.8013.28-2.52
21
0.020.00-0.02
203515.9113.29-2.62
6
0.020.00-0.02
203616.0113.30-2.71

0.020.00-0.02
203716.1113.31-2.81

0.020.00-0.02
203816.2013.31-2.88

0.020.00-0.02
203916.2713.32-2.95

0.020.00-0.02
204016.3413.33-3.02

0.020.00-0.02
204116.4013.33-3.07

0.020.00-0.02
204216.4513.34-3.12

0.020.00-0.02
204316.5013.34-3.16

0.020.00-0.02
204416.5413.34-3.19

0.020.00-0.02
204516.5713.35-3.22

0.020.00-0.02
204616.6013.35-3.26

0.020.00-0.02
204716.6413.35-3.29

0.020.00-0.02
204816.6813.36-3.33

0.020.00-0.02
204916.7313.36-3.37

0.020.00-0.02
205016.7813.36-3.41

0.020.00-0.02
205116.8313.37-3.46

0.020.00-0.02
205216.8913.37-3.51

0.020.00-0.02
205316.9513.38-3.57

0.020.00-0.01
205417.0213.39-3.63

0.020.00-0.01
205517.0913.39-3.70

0.020.00-0.01
205617.1713.40-3.78

0.010.00-0.01
205717.2613.40-3.85

0.010.00-0.01
205817.3513.41-3.93

0.010.00-0.01
205917.4313.42-4.01

0.010.00-0.01
206017.5213.43-4.09

0.010.00-0.01
206117.6013.43-4.16

0.010.00-0.01
206217.6713.44-4.23

0.010.00-0.01
206317.7413.44-4.29

0.010.00-0.01
206417.8013.45-4.35

0.010.00-0.01
206517.8713.45-4.41

0.010.00-0.01
206617.9313.46-4.47

0.010.00-0.01
206717.9913.46-4.53

0.010.00-0.01
206818.0613.47-4.59

0.010.00-0.01
206918.1313.47-4.65

0.010.00-0.01
207018.2013.48-4.72

0.010.00-0.01
207118.2613.49-4.78

0.010.00-0.01
207218.3313.49-4.84

0.010.00-0.01
207318.3913.50-4.89

0.010.00-0.01
207418.4413.50-4.94

0.010.00-0.01
207518.5013.50-4.99

0.010.00-0.01
207618.5413.51-5.03

0.010.00-0.01
207718.5713.51-5.06

0.010.00-0.01
207818.6013.51-5.08

0.010.00-0.01
207918.6113.51-5.09

0.010.00-0.01
208018.6113.52-5.09

0.010.00-0.01
208118.6013.52-5.08

0.010.00-0.01
208218.5813.52-5.07

0.010.00-0.01
208318.5613.51-5.04

0.010.00-0.01
208418.5213.51-5.01

0.010.00-0.01
208518.4813.51-4.97

0.010.00-0.01
208618.4313.51-4.92

0.010.00-0.01
208718.3713.50-4.87

0.010.00-0.01
208818.3113.50-4.81

0.010.00-0.01
208918.2613.50-4.76

0.010.00-0.01
209018.2013.49-4.71

0.010.00-0.01
209118.1513.49-4.66

0.010.00-0.01
209218.1213.49-4.63

0.010.00-0.01
209318.0913.48-4.61

0.010.00-0.01
209418.0813.48-4.59

0.010.00-0.01
209518.0813.48-4.59

0.010.00-0.01
209618.0913.48-4.60

0.010.00-0.01
209718.1113.49-4.62

0.010.00-0.01
209818.1313.49-4.65

0.010.00-0.01
209918.1713.49-4.68

0.010.00-0.01

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 17.31% 13.80% -3.51% 2035 0.02% 0.00% -0.01%

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