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
0.000.00-0.00
202815.4213.13-2.29
117
0.000.00-0.00
202915.4713.16-2.31
101
0.000.00-0.00
203015.5313.18-2.35
84
0.010.00-0.01
203115.5813.20-2.38
68
0.010.00-0.01
203215.6113.22-2.39
53
0.010.00-0.01
203315.6713.26-2.41
37
0.010.00-0.01
203415.7913.28-2.51
22
0.010.00-0.01
203515.9013.29-2.61
6
0.020.00-0.02
203616.0113.30-2.71

0.020.00-0.02
203716.1113.31-2.81

0.020.00-0.02
203816.2013.31-2.89

0.020.00-0.02
203916.2813.32-2.96

0.020.00-0.02
204016.3513.33-3.02

0.030.00-0.02
204116.4113.33-3.08

0.030.00-0.03
204216.4613.34-3.13

0.030.00-0.03
204316.5113.34-3.17

0.030.00-0.03
204416.5513.34-3.21

0.030.00-0.03
204516.5813.35-3.24

0.030.00-0.03
204616.6213.35-3.27

0.030.00-0.03
204716.6613.35-3.30

0.030.00-0.03
204816.7013.36-3.34

0.030.00-0.03
204916.7413.36-3.38

0.030.00-0.03
205016.7913.37-3.43

0.040.00-0.03
205116.8513.37-3.48

0.040.00-0.03
205216.9113.38-3.53

0.040.00-0.03
205316.9713.38-3.59

0.040.00-0.03
205417.0413.39-3.65

0.040.00-0.03
205517.1113.39-3.72

0.040.00-0.03
205617.1913.40-3.79

0.040.00-0.03
205717.2813.41-3.87

0.040.00-0.03
205817.3713.41-3.95

0.040.00-0.03
205917.4513.42-4.03

0.030.00-0.03
206017.5413.43-4.11

0.030.00-0.03
206117.6213.43-4.18

0.030.00-0.03
206217.6913.44-4.25

0.030.00-0.03
206317.7613.44-4.31

0.030.00-0.03
206417.8213.45-4.37

0.030.00-0.03
206517.8813.46-4.43

0.030.00-0.03
206617.9513.46-4.48

0.030.00-0.03
206718.0113.47-4.54

0.030.00-0.03
206818.0713.47-4.60

0.030.00-0.02
206918.1413.48-4.66

0.020.00-0.02
207018.2113.48-4.73

0.020.00-0.02
207118.2713.49-4.79

0.020.00-0.02
207218.3413.49-4.84

0.020.00-0.02
207318.4013.50-4.90

0.020.00-0.02
207418.4513.50-4.95

0.020.00-0.02
207518.5013.50-5.00

0.020.00-0.02
207618.5413.51-5.04

0.020.00-0.02
207718.5813.51-5.07

0.020.00-0.02
207818.6013.51-5.09

0.020.00-0.02
207918.6113.51-5.10

0.020.00-0.01
208018.6113.52-5.09

0.010.00-0.01
208118.6013.52-5.09

0.010.00-0.01
208218.5813.52-5.07

0.010.00-0.01
208318.5613.51-5.04

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

0.010.00-0.00
209618.0813.48-4.60

0.000.00-0.00
209718.1013.49-4.61

0.000.00-0.00
209818.1313.49-4.64

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 17.32% 13.80% -3.52% 2035 0.02% 0.00% -0.02%

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