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
202516.3812.95-3.43
156
1.370.05-1.32
202616.6013.14-3.46
132
1.390.06-1.33
202716.7713.17-3.60
108
1.410.07-1.34
202816.8313.20-3.63
85
1.410.07-1.34
202916.8813.23-3.65
62
1.420.07-1.35
203016.9513.25-3.70
40
1.420.07-1.35
203117.0013.28-3.72
19
1.420.07-1.35
203217.0313.30-3.73

1.430.08-1.35
203317.0913.34-3.75

1.430.08-1.35
203417.2213.36-3.86

1.440.08-1.36
203517.3413.37-3.97

1.450.08-1.37
203617.4513.38-4.07

1.460.08-1.38
203717.5613.39-4.18

1.470.08-1.39
203817.6613.40-4.26

1.480.08-1.40
203917.7413.40-4.33

1.490.08-1.40
204017.8113.41-4.40

1.490.09-1.41
204117.8813.42-4.47

1.500.09-1.41
204217.9413.42-4.52

1.510.09-1.42
204317.9913.42-4.57

1.510.09-1.42
204418.0313.43-4.60

1.510.09-1.43
204518.0713.43-4.64

1.520.09-1.43
204618.1113.44-4.67

1.520.09-1.43
204718.1513.44-4.71

1.530.09-1.44
204818.1913.44-4.75

1.530.09-1.44
204918.2413.45-4.79

1.530.09-1.45
205018.3013.45-4.84

1.540.09-1.45
205118.3513.46-4.90

1.540.09-1.45
205218.4213.46-4.96

1.550.09-1.46
205318.4913.47-5.02

1.550.09-1.46
205418.5613.47-5.09

1.560.09-1.47
205518.6513.48-5.16

1.570.09-1.48
205618.7313.49-5.24

1.580.09-1.48
205718.8313.50-5.33

1.580.09-1.49
205818.9213.50-5.42

1.590.09-1.50
205919.0213.51-5.50

1.600.09-1.51
206019.1113.52-5.59

1.610.09-1.51
206119.2013.53-5.67

1.610.09-1.52
206219.2813.53-5.74

1.620.10-1.52
206319.3513.54-5.81

1.630.10-1.53
206419.4213.54-5.88

1.630.10-1.54
206519.4913.55-5.94

1.640.10-1.54
206619.5613.56-6.01

1.640.10-1.55
206719.6313.56-6.07

1.650.10-1.55
206819.7013.57-6.14

1.660.10-1.56
206919.7813.57-6.20

1.660.10-1.56
207019.8513.58-6.27

1.670.10-1.57
207119.9213.58-6.34

1.670.10-1.57
207219.9913.59-6.40

1.680.10-1.58
207320.0613.60-6.47

1.690.10-1.58
207420.1213.60-6.52

1.690.10-1.59
207520.1813.61-6.57

1.700.10-1.59
207620.2313.61-6.62

1.700.10-1.60
207720.2613.61-6.65

1.700.10-1.60
207820.2913.61-6.67

1.700.10-1.60
207920.3013.62-6.68

1.710.10-1.60
208020.3013.62-6.68

1.710.10-1.60
208120.2913.62-6.68

1.700.10-1.60
208220.2713.62-6.66

1.700.10-1.60
208320.2513.62-6.63

1.700.10-1.60
208420.2113.61-6.60

1.700.10-1.60
208520.1613.61-6.55

1.690.10-1.59
208620.1113.61-6.50

1.690.10-1.59
208720.0513.60-6.44

1.680.10-1.58
208819.9813.60-6.38

1.680.10-1.58
208919.9213.60-6.32

1.670.10-1.57
209019.8613.59-6.27

1.670.10-1.57
209119.8113.59-6.22

1.670.10-1.57
209219.7713.59-6.18

1.660.10-1.56
209319.7413.58-6.16

1.660.10-1.56
209419.7313.58-6.14

1.660.10-1.56
209519.7313.58-6.14

1.660.10-1.56
209619.7413.58-6.15

1.660.10-1.56
209719.7613.59-6.17

1.660.10-1.56
209819.7913.59-6.20

1.670.10-1.57
209919.8313.59-6.24

1.670.10-1.57

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 18.86% 13.89% -4.97% 2031 1.57% 0.09% -1.48%

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