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
202715.2913.10-2.18
135
-0.07-0.000.07
202815.2713.13-2.14
119
-0.15-0.010.14
202915.2513.15-2.10
103
-0.22-0.010.21
203015.2413.16-2.07
89
-0.29-0.020.28
203115.2113.18-2.03
74
-0.36-0.020.34
203215.1713.20-1.98
61
-0.43-0.020.41
203315.1613.24-1.93
48
-0.50-0.030.47
203415.2113.24-1.96
35
-0.56-0.030.53
203515.2513.25-2.00
23
-0.63-0.040.59
203615.3013.25-2.04
10
-0.69-0.040.65
203715.3413.26-2.08

-0.75-0.040.71
203815.3713.26-2.10

-0.81-0.050.76
203915.3913.27-2.12

-0.86-0.050.81
204015.4013.27-2.13

-0.92-0.050.86
204115.4213.27-2.15

-0.97-0.060.91
204215.4213.27-2.15

-1.01-0.060.95
204315.4313.27-2.15

-1.05-0.060.99
204415.4213.28-2.15

-1.09-0.071.03
204515.4213.28-2.14

-1.13-0.071.06
204615.4213.28-2.14

-1.16-0.071.09
204715.4313.28-2.15

-1.19-0.071.12
204815.4413.28-2.16

-1.22-0.071.15
204915.4613.28-2.17

-1.25-0.081.18
205015.4813.29-2.19

-1.28-0.081.20
205115.5113.29-2.22

-1.30-0.081.23
205215.5413.29-2.25

-1.33-0.081.25
205315.5813.30-2.28

-1.35-0.081.27
205415.6313.30-2.33

-1.38-0.081.29
205515.6813.31-2.37

-1.40-0.081.31
205615.7413.31-2.43

-1.42-0.091.33
205715.8013.32-2.48

-1.44-0.091.36
205815.8613.32-2.54

-1.47-0.091.38
205915.9213.33-2.60

-1.49-0.091.40
206015.9813.33-2.65

-1.52-0.091.43
206116.0413.34-2.70

-1.54-0.091.45
206216.0813.34-2.74

-1.57-0.101.47
206316.1313.34-2.78

-1.60-0.101.50
206416.1713.35-2.82

-1.62-0.101.52
206516.2013.35-2.85

-1.65-0.101.55
206616.2413.36-2.88

-1.68-0.101.57
206716.2813.36-2.92

-1.71-0.111.60
206816.3113.36-2.95

-1.73-0.111.63
206916.3513.37-2.99

-1.76-0.111.65
207016.3913.37-3.02

-1.79-0.111.68
207116.4313.37-3.06

-1.82-0.111.71
207216.4613.38-3.09

-1.85-0.111.74
207316.5013.38-3.12

-1.88-0.121.76
207416.5213.38-3.14

-1.91-0.121.79
207516.5513.38-3.16

-1.94-0.121.82
207616.5613.39-3.18

-1.96-0.121.84
207716.5713.39-3.18

-1.99-0.121.87
207816.5713.39-3.18

-2.02-0.131.89
207916.5513.39-3.17

-2.04-0.131.91
208016.5313.39-3.14

-2.07-0.131.94
208116.5013.38-3.11

-2.09-0.131.96
208216.4613.38-3.08

-2.11-0.131.98
208316.4113.38-3.03

-2.13-0.132.00
208416.3613.38-2.98

-2.16-0.132.02
208516.2913.37-2.92

-2.18-0.142.04
208616.2213.37-2.85

-2.20-0.142.06
208716.1513.36-2.78

-2.22-0.142.08
208816.0713.36-2.71

-2.23-0.142.09
208915.9913.35-2.64

-2.25-0.142.11
209015.9213.35-2.57

-2.27-0.142.13
209115.8513.35-2.51

-2.29-0.142.14
209215.8013.34-2.46

-2.31-0.142.16
209315.7613.34-2.42

-2.32-0.152.18
209415.7313.34-2.39

-2.34-0.152.20
209515.7013.34-2.37

-2.36-0.152.21
209615.6913.34-2.36

-2.38-0.152.23
209715.6913.34-2.36

-2.40-0.152.25
209815.7013.34-2.37

-2.42-0.152.27
209915.7213.34-2.38

-2.44-0.152.29

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 15.91% 13.72% -2.20% 2036 -1.38% -0.08% 1.30%

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