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
-0.00-0.000.00
202715.3613.11-2.25
134
-0.00-0.000.00
202815.4113.13-2.28
117
-0.00-0.000.00
202915.4613.16-2.30
101
-0.01-0.000.01
203015.5213.18-2.34
84
-0.01-0.000.01
203115.5613.20-2.36
69
-0.02-0.000.02
203215.5813.22-2.36
53
-0.03-0.000.02
203315.6213.26-2.36
38
-0.04-0.000.04
203415.7213.27-2.45
23
-0.05-0.000.05
203515.8113.28-2.53
8
-0.07-0.000.07
203615.8913.29-2.60

-0.10-0.010.09
203715.9713.30-2.67

-0.12-0.010.11
203816.0313.30-2.73

-0.15-0.010.14
203916.0813.31-2.77

-0.17-0.010.16
204016.1213.31-2.81

-0.20-0.010.19
204116.1613.32-2.84

-0.22-0.010.21
204216.1913.32-2.87

-0.25-0.010.23
204316.2113.32-2.89

-0.27-0.020.26
204416.2213.32-2.90

-0.29-0.020.28
204516.2313.33-2.91

-0.32-0.020.30
204616.2513.33-2.92

-0.34-0.020.32
204716.2713.33-2.94

-0.36-0.020.34
204816.2813.33-2.95

-0.38-0.020.36
204916.3113.33-2.97

-0.40-0.020.37
205016.3413.34-3.00

-0.42-0.030.39
205116.3813.34-3.03

-0.43-0.030.41
205216.4213.35-3.07

-0.45-0.030.42
205316.4713.35-3.12

-0.47-0.030.44
205416.5213.35-3.17

-0.48-0.030.45
205516.5813.36-3.22

-0.49-0.030.46
205616.6513.37-3.29

-0.51-0.030.47
205716.7313.37-3.36

-0.52-0.030.48
205816.8013.38-3.43

-0.53-0.030.49
205916.8813.38-3.50

-0.54-0.030.50
206016.9613.39-3.57

-0.54-0.030.51
206117.0313.40-3.64

-0.55-0.030.52
206217.1013.40-3.70

-0.56-0.040.52
206317.1613.41-3.75

-0.56-0.040.53
206417.2213.41-3.81

-0.57-0.040.53
206517.2813.42-3.87

-0.57-0.040.53
206617.3413.42-3.92

-0.57-0.040.54
206717.4013.43-3.98

-0.58-0.040.54
206817.4713.43-4.04

-0.58-0.040.54
206917.5313.44-4.10

-0.58-0.040.55
207017.6013.44-4.16

-0.59-0.040.55
207117.6613.45-4.22

-0.59-0.040.55
207217.7213.45-4.27

-0.59-0.040.55
207317.7813.46-4.33

-0.59-0.040.55
207417.8413.46-4.38

-0.59-0.040.56
207517.8913.47-4.42

-0.60-0.040.56
207617.9313.47-4.46

-0.60-0.040.56
207717.9613.47-4.49

-0.60-0.040.56
207817.9813.47-4.51

-0.60-0.040.56
207917.9913.48-4.52

-0.60-0.040.56
208017.9913.48-4.52

-0.60-0.040.56
208117.9913.48-4.51

-0.60-0.040.56
208217.9713.48-4.49

-0.60-0.040.56
208317.9513.48-4.47

-0.60-0.040.56
208417.9113.47-4.44

-0.60-0.040.56
208517.8713.47-4.40

-0.60-0.040.56
208617.8213.47-4.35

-0.60-0.040.56
208717.7713.46-4.30

-0.60-0.040.56
208817.7113.46-4.25

-0.59-0.040.56
208917.6513.46-4.20

-0.59-0.040.55
209017.6013.45-4.15

-0.59-0.040.55
209117.5513.45-4.10

-0.59-0.040.55
209217.5213.45-4.07

-0.59-0.040.55
209317.4913.45-4.05

-0.59-0.040.55
209417.4813.45-4.03

-0.59-0.040.55
209517.4813.45-4.03

-0.59-0.040.55
209617.4913.45-4.04

-0.59-0.040.55
209717.5113.45-4.06

-0.59-0.040.55
209817.5313.45-4.08

-0.59-0.040.55
209917.5713.45-4.11

-0.59-0.040.55

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 16.90% 13.78% -3.13% 2035 -0.40% -0.02% 0.37%

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