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
0.000.000.00
203015.5313.18-2.35
84
0.000.000.00
203115.5813.20-2.37
68
0.000.000.00
203215.6013.22-2.38
53
0.000.000.00
203315.6613.26-2.40
37
0.000.00-0.00
203415.7713.28-2.50
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
204316.4813.34-3.14

0.000.00-0.00
204416.5213.34-3.18

0.000.00-0.00
204516.5513.34-3.21

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

0.000.00-0.00
204916.7113.36-3.35

0.000.00-0.00
205016.7613.36-3.40

0.000.00-0.00
205116.8113.37-3.45

0.000.00-0.00
205216.8713.37-3.50

0.000.00-0.00
205316.9413.38-3.56

0.000.00-0.00
205417.0013.38-3.62

0.000.00-0.00
205517.0813.39-3.69

0.000.00-0.00
205617.1613.40-3.76

0.000.00-0.00
205717.2513.40-3.84

0.000.00-0.00
205817.3413.41-3.92

0.000.00-0.00
205917.4213.42-4.00

0.000.00-0.00
206017.5113.43-4.08

0.000.00-0.00
206117.5913.43-4.15

0.000.00-0.00
206217.6613.44-4.22

0.000.00-0.00
206317.7313.44-4.28

0.000.00-0.00
206417.7913.45-4.34

0.000.00-0.00
206517.8613.45-4.40

0.000.00-0.00
206617.9213.46-4.46

0.000.00-0.00
206717.9813.46-4.52

0.000.00-0.00
206818.0513.47-4.58

0.000.00-0.00
206918.1213.47-4.64

0.000.00-0.00
207018.1913.48-4.71

0.000.00-0.00
207118.2513.48-4.77

0.000.00-0.00
207218.3213.49-4.83

0.000.00-0.00
207318.3813.49-4.88

0.000.00-0.00
207418.4313.50-4.93

0.000.00-0.00
207518.4813.50-4.98

0.000.00-0.00
207618.5313.51-5.02

0.000.00-0.00
207718.5613.51-5.05

0.000.00-0.00
207818.5813.51-5.07

0.000.00-0.00
207918.6013.51-5.08

0.000.00-0.00
208018.6013.51-5.08

0.000.00-0.00
208118.5913.51-5.07

0.000.00-0.00
208218.5713.51-5.06

0.000.00-0.00
208318.5513.51-5.03

0.000.00-0.00
208418.5113.51-5.00

0.000.00-0.00
208518.4713.51-4.96

0.000.00-0.00
208618.4213.51-4.91

0.000.00-0.00
208718.3613.50-4.86

0.000.00-0.00
208818.3013.50-4.80

0.000.00-0.00
208918.2513.50-4.75

0.000.00-0.00
209018.1913.49-4.70

0.000.00-0.00
209118.1413.49-4.65

0.000.00-0.00
209218.1013.49-4.62

0.000.00-0.00
209318.0813.48-4.60

0.000.00-0.00
209418.0713.48-4.58

0.000.00-0.00
209518.0713.48-4.58

0.000.00-0.00
209618.0813.48-4.59

0.000.00-0.00
209718.1013.49-4.61

0.000.00-0.00
209818.1213.49-4.64

0.000.00-0.00
209918.1613.49-4.67

0.000.00-0.00

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 0.00% 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.