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
0.000.00-0.00
203015.5313.18-2.35
84
0.000.00-0.00
203115.5813.20-2.38
68
0.010.00-0.01
203215.6113.22-2.39
53
0.010.00-0.01
203315.6813.26-2.41
37
0.020.00-0.02
203415.8013.28-2.52
22
0.030.00-0.03
203515.9313.29-2.64
6
0.040.00-0.04
203616.0413.30-2.75

0.060.00-0.05
203716.1613.31-2.85

0.070.00-0.07
203816.2613.32-2.95

0.090.00-0.08
203916.3613.32-3.03

0.110.01-0.10
204016.4413.33-3.11

0.120.01-0.12
204116.5313.34-3.19

0.140.01-0.14
204216.6013.34-3.25

0.160.01-0.15
204316.6613.35-3.31

0.180.01-0.17
204416.7213.35-3.36

0.200.01-0.19
204516.7713.36-3.41

0.210.01-0.20
204616.8213.36-3.46

0.230.01-0.22
204716.8713.36-3.51

0.250.01-0.23
204816.9313.37-3.56

0.260.01-0.25
204916.9913.37-3.61

0.280.02-0.26
205017.0513.38-3.67

0.300.02-0.28
205117.1213.39-3.74

0.310.02-0.29
205217.1913.39-3.80

0.320.02-0.31
205317.2713.40-3.87

0.340.02-0.32
205417.3513.40-3.95

0.350.02-0.33
205517.4413.41-4.03

0.360.02-0.34
205617.5313.42-4.12

0.380.02-0.35
205717.6313.43-4.20

0.390.02-0.36
205817.7313.43-4.29

0.400.02-0.37
205917.8213.44-4.38

0.410.02-0.38
206017.9213.45-4.47

0.420.02-0.39
206118.0113.46-4.55

0.420.02-0.40
206218.0913.46-4.62

0.430.02-0.41
206318.1613.47-4.69

0.440.03-0.41
206418.2313.47-4.76

0.440.03-0.42
206518.3013.48-4.82

0.450.03-0.42
206618.3713.48-4.88

0.450.03-0.42
206718.4413.49-4.95

0.450.03-0.43
206818.5113.50-5.01

0.460.03-0.43
206918.5813.50-5.07

0.460.03-0.43
207018.6513.51-5.14

0.460.03-0.44
207118.7213.51-5.21

0.470.03-0.44
207218.7813.52-5.27

0.470.03-0.44
207318.8513.52-5.32

0.470.03-0.44
207418.9113.53-5.38

0.470.03-0.45
207518.9613.53-5.43

0.480.03-0.45
207619.0013.54-5.47

0.480.03-0.45
207719.0413.54-5.50

0.480.03-0.45
207819.0613.54-5.52

0.480.03-0.45
207919.0713.54-5.53

0.480.03-0.45
208019.0813.54-5.53

0.480.03-0.45
208119.0713.54-5.53

0.480.03-0.45
208219.0513.54-5.51

0.480.03-0.45
208319.0313.54-5.48

0.480.03-0.45
208418.9913.54-5.45

0.480.03-0.45
208518.9513.54-5.41

0.480.03-0.45
208618.9013.53-5.36

0.480.03-0.45
208718.8413.53-5.31

0.480.03-0.45
208818.7813.53-5.25

0.470.03-0.45
208918.7213.52-5.19

0.470.03-0.44
209018.6613.52-5.14

0.470.03-0.44
209118.6113.52-5.10

0.470.03-0.44
209218.5713.51-5.06

0.470.03-0.44
209318.5513.51-5.04

0.470.03-0.44
209418.5413.51-5.02

0.470.03-0.44
209518.5313.51-5.02

0.470.03-0.44
209618.5413.51-5.03

0.470.03-0.44
209718.5613.51-5.05

0.470.03-0.44
209818.5913.52-5.08

0.470.03-0.44
209918.6313.52-5.11

0.470.03-0.44

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 17.60% 13.82% -3.78% 2035 0.30% 0.02% -0.28%

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