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
202515.0612.89-2.17
170
0.060.00-0.06
202615.2613.07-2.19
151
0.060.00-0.06
202715.4213.11-2.31
133
0.060.00-0.06
202815.4713.14-2.34
116
0.060.00-0.06
202915.5313.16-2.36
99
0.060.00-0.05
203015.5813.18-2.40
82
0.060.00-0.05
203115.6313.20-2.42
66
0.050.00-0.05
203215.6613.22-2.43
50
0.050.00-0.05
203315.7113.27-2.45
35
0.050.00-0.05
203415.8313.28-2.55
19
0.050.00-0.05
203515.9413.29-2.65
4
0.050.00-0.05
203616.0413.30-2.74

0.050.00-0.05
203716.1413.31-2.84

0.050.00-0.05
203816.2313.31-2.91

0.050.00-0.05
203916.3013.32-2.98

0.050.00-0.05
204016.3713.33-3.04

0.050.00-0.05
204116.4313.33-3.10

0.050.00-0.05
204216.4813.34-3.15

0.050.00-0.05
204316.5313.34-3.19

0.050.00-0.05
204416.5713.34-3.22

0.050.00-0.05
204516.6013.35-3.25

0.050.00-0.05
204616.6413.35-3.29

0.050.00-0.05
204716.6713.35-3.32

0.050.00-0.05
204816.7113.36-3.36

0.050.00-0.05
204916.7613.36-3.40

0.050.00-0.05
205016.8113.37-3.44

0.050.00-0.05
205116.8613.37-3.49

0.050.00-0.05
205216.9213.38-3.55

0.050.00-0.05
205316.9913.38-3.61

0.050.00-0.05
205417.0613.39-3.67

0.050.00-0.05
205517.1313.39-3.74

0.050.00-0.05
205617.2113.40-3.81

0.050.00-0.05
205717.3013.41-3.89

0.050.00-0.05
205817.3913.41-3.97

0.050.00-0.05
205917.4713.42-4.05

0.050.00-0.05
206017.5613.43-4.13

0.050.00-0.05
206117.6413.43-4.20

0.050.00-0.05
206217.7113.44-4.27

0.050.00-0.05
206317.7813.45-4.33

0.050.00-0.05
206417.8413.45-4.39

0.050.00-0.05
206517.9113.46-4.45

0.050.00-0.05
206617.9713.46-4.51

0.050.00-0.05
206718.0313.47-4.57

0.050.00-0.05
206818.1013.47-4.63

0.050.00-0.05
206918.1713.48-4.69

0.050.00-0.05
207018.2413.48-4.75

0.050.00-0.05
207118.3013.49-4.82

0.050.00-0.05
207218.3713.49-4.87

0.050.00-0.05
207318.4313.50-4.93

0.050.00-0.05
207418.4813.50-4.98

0.050.00-0.05
207518.5413.51-5.03

0.050.00-0.05
207618.5813.51-5.07

0.050.00-0.05
207718.6113.51-5.10

0.050.00-0.05
207818.6413.52-5.12

0.050.00-0.05
207918.6513.52-5.13

0.050.00-0.05
208018.6513.52-5.13

0.050.00-0.05
208118.6413.52-5.12

0.050.00-0.05
208218.6213.52-5.11

0.050.00-0.05
208318.6013.52-5.08

0.050.00-0.05
208418.5713.51-5.05

0.050.00-0.05
208518.5213.51-5.01

0.050.00-0.05
208618.4713.51-4.96

0.050.00-0.05
208718.4213.51-4.91

0.050.00-0.05
208818.3613.50-4.85

0.050.00-0.05
208918.3013.50-4.80

0.050.00-0.05
209018.2413.49-4.75

0.050.00-0.05
209118.1913.49-4.70

0.050.00-0.05
209218.1613.49-4.67

0.050.00-0.05
209318.1313.49-4.65

0.050.00-0.05
209418.1213.49-4.63

0.050.00-0.05
209518.1213.49-4.63

0.050.00-0.05
209618.1313.49-4.64

0.050.00-0.05
209718.1513.49-4.66

0.050.00-0.05
209818.1813.49-4.68

0.050.00-0.05
209918.2113.49-4.72

0.050.00-0.05

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 17.35% 13.80% -3.55% 2035 0.05% 0.00% -0.05%

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