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
202915.6213.17-2.45
100
0.150.01-0.14
203015.6813.19-2.49
83
0.150.01-0.14
203115.7313.21-2.52
66
0.160.01-0.15
203215.7613.23-2.53
50
0.160.01-0.15
203315.8213.27-2.55
34
0.160.01-0.15
203415.9413.29-2.65
18
0.170.01-0.16
203516.0513.30-2.76
1
0.170.01-0.16
203616.1613.31-2.86

0.170.01-0.16
203716.2713.32-2.95

0.180.01-0.17
203816.3613.32-3.04

0.180.01-0.17
203916.4413.33-3.11

0.190.01-0.18
204016.5113.34-3.17

0.190.01-0.18
204116.5813.34-3.24

0.190.01-0.18
204216.6313.35-3.29

0.200.01-0.18
204316.6813.35-3.33

0.200.01-0.19
204416.7213.35-3.37

0.200.01-0.19
204516.7613.36-3.40

0.210.01-0.19
204616.8013.36-3.44

0.210.01-0.20
204716.8413.37-3.47

0.210.01-0.20
204816.8813.37-3.51

0.220.01-0.20
204916.9313.37-3.56

0.220.01-0.21
205016.9813.38-3.60

0.220.01-0.21
205117.0413.38-3.65

0.230.01-0.21
205217.1013.39-3.71

0.230.01-0.21
205317.1713.39-3.77

0.230.01-0.22
205417.2413.40-3.84

0.240.02-0.22
205517.3213.41-3.91

0.240.02-0.22
205617.4013.41-3.99

0.240.02-0.23
205717.4913.42-4.07

0.250.02-0.23
205817.5813.43-4.16

0.250.02-0.24
205917.6713.43-4.24

0.260.02-0.24
206017.7613.44-4.32

0.260.02-0.24
206117.8513.45-4.40

0.260.02-0.25
206217.9213.45-4.47

0.270.02-0.25
206318.0013.46-4.54

0.270.02-0.25
206418.0713.47-4.60

0.280.02-0.26
206518.1313.47-4.66

0.280.02-0.26
206618.2013.48-4.72

0.280.02-0.26
206718.2613.48-4.78

0.280.02-0.26
206818.3313.49-4.84

0.280.02-0.26
206918.4013.49-4.90

0.280.02-0.26
207018.4713.50-4.97

0.280.02-0.26
207118.5313.50-5.03

0.280.02-0.26
207218.6013.51-5.09

0.280.02-0.26
207318.6613.51-5.15

0.280.02-0.27
207418.7213.52-5.20

0.280.02-0.27
207518.7713.52-5.25

0.290.02-0.27
207618.8113.53-5.29

0.290.02-0.27
207718.8513.53-5.32

0.290.02-0.27
207818.8713.53-5.34

0.290.02-0.27
207918.8813.53-5.35

0.290.02-0.27
208018.8813.53-5.35

0.280.02-0.27
208118.8713.53-5.34

0.280.02-0.27
208218.8613.53-5.32

0.280.02-0.27
208318.8313.53-5.30

0.280.02-0.27
208418.8013.53-5.27

0.280.02-0.26
208518.7513.53-5.23

0.280.02-0.26
208618.7013.52-5.18

0.280.02-0.26
208718.6413.52-5.12

0.280.02-0.26
208818.5813.52-5.06

0.280.02-0.26
208918.5213.51-5.01

0.280.02-0.26
209018.4613.51-4.95

0.270.02-0.26
209118.4113.51-4.91

0.270.02-0.25
209218.3713.50-4.87

0.270.02-0.25
209318.3513.50-4.85

0.270.02-0.25
209418.3413.50-4.83

0.270.02-0.25
209518.3313.50-4.83

0.270.02-0.25
209618.3413.50-4.84

0.270.02-0.25
209718.3613.50-4.86

0.270.02-0.25
209818.3913.51-4.88

0.270.02-0.25
209918.4313.51-4.92

0.270.02-0.25

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 17.52% 13.81% -3.71% 2035 0.22% 0.01% -0.21%

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