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
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.00-0.00
202715.3813.09-2.29
131
0.000.00-0.00
202815.5513.13-2.42
114
0.000.00-0.00
202915.7213.16-2.56
96
0.000.00-0.00
203015.8713.19-2.69
78
0.000.00-0.00
203116.0113.21-2.80
60
0.010.00-0.01
203216.1613.24-2.93
43
0.020.00-0.02
203316.3013.25-3.05
25
0.030.00-0.03
203416.4313.26-3.17
6
0.040.00-0.04
203516.5313.27-3.27
----
0.060.00-0.06
203616.6313.28-3.35
----
0.070.00-0.07
203716.7213.29-3.43
----
0.080.00-0.08
203816.7913.29-3.50
----
0.100.00-0.09
203916.8613.30-3.56
----
0.110.00-0.10
204016.9013.30-3.60
----
0.120.00-0.12
204116.9413.30-3.63
----
0.130.01-0.13
204216.9613.31-3.66
----
0.150.01-0.14
204316.9913.31-3.68
----
0.160.01-0.15
204417.0213.31-3.70
----
0.170.01-0.16
204517.0413.32-3.73
----
0.180.01-0.18
204617.0813.32-3.76
----
0.190.01-0.19
204717.1113.32-3.79
----
0.210.01-0.20
204817.1413.32-3.82
----
0.220.01-0.21
204917.1813.33-3.86
----
0.230.01-0.22
205017.2313.33-3.89
----
0.240.01-0.23
205117.2713.34-3.93
----
0.250.01-0.24
205217.3213.34-3.98
----
0.260.01-0.25
205317.3813.34-4.03
----
0.270.01-0.26
205417.4413.35-4.10
----
0.280.01-0.27
205517.5213.36-4.16
----
0.290.01-0.28
205617.6013.36-4.24
----
0.300.01-0.28
205717.6813.37-4.32
----
0.310.01-0.29
205817.7713.38-4.40
----
0.310.01-0.30
205917.8613.38-4.48
----
0.320.02-0.31
206017.9513.39-4.56
----
0.330.02-0.31
206118.0313.40-4.63
----
0.330.02-0.32
206218.1013.40-4.70
----
0.340.02-0.32
206318.1713.41-4.76
----
0.350.02-0.33
206418.2413.41-4.82
----
0.350.02-0.33
206518.3013.42-4.88
----
0.350.02-0.34
206618.3613.42-4.94
----
0.360.02-0.34
206718.4213.43-4.99
----
0.360.02-0.34
206818.4813.43-5.05
----
0.370.02-0.35
206918.5413.44-5.11
----
0.370.02-0.35
207018.6013.44-5.16
----
0.370.02-0.35
207118.6613.45-5.21
----
0.370.02-0.36
207218.7113.45-5.26
----
0.380.02-0.36
207318.7613.45-5.31
----
0.380.02-0.36
207418.8113.46-5.35
----
0.380.02-0.36
207518.8513.46-5.38
----
0.380.02-0.36
207618.8713.46-5.41
----
0.380.02-0.36
207718.8913.47-5.42
----
0.380.02-0.36
207818.8913.47-5.42
----
0.380.02-0.37
207918.8813.47-5.41
----
0.390.02-0.37
208018.8513.47-5.39
----
0.390.02-0.37
208118.8213.46-5.35
----
0.390.02-0.37
208218.7813.46-5.32
----
0.390.02-0.37
208318.7313.46-5.27
----
0.380.02-0.37
208418.6713.46-5.22
----
0.380.02-0.36
208518.6113.45-5.16
----
0.380.02-0.36
208618.5413.45-5.09
----
0.380.02-0.36
208718.4713.44-5.03
----
0.380.02-0.36
208818.4013.44-4.96
----
0.380.02-0.36
208918.3313.44-4.90
----
0.380.02-0.36
209018.2713.43-4.84
----
0.380.02-0.36
209118.2213.43-4.79
----
0.380.02-0.36
209218.1813.43-4.75
----
0.380.02-0.36
209318.1513.42-4.72
----
0.380.02-0.36
209418.1313.42-4.71
----
0.380.02-0.36
209518.1213.42-4.70
----
0.380.02-0.36
209618.1213.42-4.70
----
0.380.02-0.36
209718.1313.42-4.71
----
0.380.02-0.36
209818.1513.43-4.72
----
0.380.02-0.36

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
2023-2097 17.62% 13.79% -3.84% 2034 0.24% 0.01% -0.23%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.