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
0.000.00-0.00
202715.3613.11-2.25
134
0.000.00-0.00
202815.4213.13-2.28
117
0.000.00-0.00
202915.4713.16-2.31
101
0.000.00-0.00
203015.5313.18-2.35
84
0.000.00-0.00
203115.5813.20-2.37
68
0.000.00-0.00
203215.6013.22-2.38
53
0.000.00-0.00
203315.6613.26-2.40
37
0.000.00-0.00
203415.7813.28-2.50
22
0.000.00-0.00
203515.8913.29-2.60
7
0.000.00-0.00
203615.9913.30-2.70

0.000.00-0.00
203716.0913.30-2.79

0.000.00-0.00
203816.1813.31-2.87

0.000.00-0.00
203916.2513.32-2.94

0.000.00-0.00
204016.3213.32-3.00

0.000.00-0.00
204116.3913.33-3.06

0.000.00-0.00
204216.4413.33-3.10

0.000.00-0.00
204316.4813.34-3.15

0.000.00-0.00
204416.5213.34-3.18

0.000.00-0.00
204516.5613.34-3.21

0.000.00-0.00
204616.5913.35-3.24

0.000.00-0.00
204716.6313.35-3.28

0.000.00-0.00
204816.6713.36-3.31

0.010.00-0.00
204916.7113.36-3.35

0.010.00-0.01
205016.7613.36-3.40

0.010.00-0.01
205116.8213.37-3.45

0.010.00-0.01
205216.8813.37-3.50

0.010.00-0.01
205316.9413.38-3.56

0.010.00-0.01
205417.0113.38-3.62

0.010.00-0.01
205517.0813.39-3.69

0.010.00-0.01
205617.1613.40-3.77

0.010.00-0.01
205717.2513.40-3.85

0.010.00-0.01
205817.3413.41-3.93

0.010.00-0.01
205917.4213.42-4.01

0.010.00-0.01
206017.5113.43-4.08

0.010.00-0.01
206117.5913.43-4.16

0.010.00-0.01
206217.6613.44-4.22

0.010.00-0.01
206317.7313.44-4.29

0.010.00-0.01
206417.8013.45-4.35

0.010.00-0.01
206517.8613.45-4.41

0.010.00-0.01
206617.9213.46-4.47

0.010.00-0.01
206717.9913.46-4.52

0.010.00-0.01
206818.0513.47-4.58

0.010.00-0.01
206918.1213.47-4.65

0.010.00-0.01
207018.1913.48-4.71

0.010.00-0.01
207118.2613.49-4.77

0.010.00-0.01
207218.3213.49-4.83

0.010.00-0.01
207318.3813.49-4.89

0.010.00-0.01
207418.4413.50-4.94

0.010.00-0.01
207518.4913.50-4.99

0.010.00-0.01
207618.5313.51-5.03

0.010.00-0.01
207718.5713.51-5.06

0.010.00-0.01
207818.5913.51-5.08

0.010.00-0.01
207918.6013.51-5.09

0.010.00-0.01
208018.6013.52-5.09

0.010.00-0.01
208118.6013.52-5.08

0.010.00-0.01
208218.5813.51-5.06

0.010.00-0.01
208318.5513.51-5.04

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
208918.2513.50-4.76

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
209218.1113.49-4.63

0.010.00-0.01
209318.0913.48-4.60

0.010.00-0.01
209418.0713.48-4.59

0.010.00-0.01
209518.0713.48-4.59

0.010.00-0.01
209618.0813.48-4.60

0.010.00-0.01
209718.1013.49-4.62

0.010.00-0.01
209818.1313.49-4.64

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 17.30% 13.80% -3.50% 2035 0.01% 0.00% -0.00%

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