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
202715.4313.11-2.32
134
0.070.00-0.06
202815.4813.14-2.34
116
0.060.00-0.06
202915.5213.16-2.36
100
0.050.00-0.05
203015.5713.18-2.39
83
0.050.00-0.04
203115.6213.20-2.41
67
0.040.00-0.04
203215.6413.22-2.42
51
0.040.00-0.03
203315.6913.27-2.43
36
0.030.00-0.03
203415.8013.28-2.52
20
0.030.00-0.03
203515.9113.29-2.62
5
0.020.00-0.02
203616.0113.30-2.71

0.020.00-0.02
203716.1113.31-2.80

0.020.00-0.02
203816.1913.31-2.88

0.020.00-0.01
203916.2713.32-2.95

0.020.00-0.01
204016.3313.33-3.01

0.010.00-0.01
204116.3913.33-3.06

0.010.00-0.01
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

-0.00-0.000.00
204616.5913.35-3.24

-0.00-0.000.00
204716.6213.35-3.27

-0.00-0.000.00
204816.6613.36-3.31

-0.00-0.000.00
204916.7113.36-3.35

0.000.00-0.00
205016.7613.36-3.40

0.000.00-0.00
205116.8113.37-3.44

0.000.00-0.00
205216.8713.37-3.50

0.000.00-0.00
205316.9313.38-3.55

-0.00-0.000.00
205417.0013.38-3.62

-0.00-0.000.00
205517.0813.39-3.69

0.000.00-0.00
205617.1613.40-3.76

-0.00-0.000.00
205717.2413.40-3.84

0.000.00-0.00
205817.3313.41-3.92

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
206117.5813.43-4.15

0.000.00-0.00
206217.6613.44-4.22

0.000.00-0.00
206317.7213.44-4.28

-0.00-0.000.00
206417.7913.45-4.34

-0.00-0.000.00
206517.8513.45-4.40

-0.00-0.000.00
206617.9113.46-4.45

-0.00-0.000.00
206717.9813.46-4.51

-0.01-0.000.01
206818.0413.47-4.57

-0.00-0.000.00
206918.1113.47-4.64

-0.01-0.000.00
207018.1813.48-4.70

-0.00-0.000.00
207118.2513.48-4.76

-0.01-0.000.01
207218.3113.49-4.82

-0.01-0.000.01
207318.3713.49-4.88

-0.01-0.000.00
207418.4313.50-4.93

-0.00-0.000.00
207518.4813.50-4.98

-0.00-0.000.00
207618.5213.51-5.02

-0.00-0.000.00
207718.5613.51-5.05

-0.00-0.000.00
207818.5813.51-5.07

-0.00-0.000.00
207918.5913.51-5.07

-0.01-0.000.01
208018.5913.51-5.07

-0.01-0.000.01
208118.5813.51-5.07

-0.01-0.000.01
208218.5613.51-5.05

-0.01-0.000.01
208318.5413.51-5.03

-0.01-0.000.01
208418.5113.51-4.99

-0.01-0.000.01
208518.4613.51-4.95

-0.01-0.000.01
208618.4113.51-4.91

-0.01-0.000.01
208718.3513.50-4.85

-0.01-0.000.01
208818.2913.50-4.79

-0.01-0.000.01
208918.2313.49-4.74

-0.01-0.000.01
209018.1813.49-4.69

-0.01-0.000.01
209118.1313.49-4.64

-0.01-0.000.01
209218.0913.49-4.61

-0.01-0.000.01
209318.0713.48-4.59

-0.01-0.000.01
209418.0613.48-4.58

-0.01-0.000.01
209518.0613.48-4.58

-0.01-0.000.01
209618.0713.48-4.59

-0.01-0.000.01
209718.0913.49-4.60

-0.01-0.000.01
209818.1213.49-4.63

-0.00-0.000.00
209918.1613.49-4.67

-0.00-0.000.00

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 0.01% 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.