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
-0.00-0.000.00
203215.6013.22-2.38
53
-0.00-0.000.00
203315.6613.26-2.40
37
-0.00-0.000.00
203415.7713.28-2.50
22
-0.00-0.000.00
203515.8813.29-2.60
7
-0.00-0.000.00
203615.9813.29-2.69

-0.00-0.000.00
203716.0813.30-2.78

-0.01-0.000.01
203816.1713.31-2.85

-0.01-0.000.01
203916.2413.32-2.92

-0.01-0.000.01
204016.3013.32-2.98

-0.02-0.000.02
204116.3613.33-3.03

-0.02-0.000.02
204216.4113.33-3.08

-0.03-0.000.03
204316.4513.34-3.11

-0.03-0.000.03
204416.4813.34-3.14

-0.04-0.000.03
204516.5113.34-3.17

-0.04-0.000.04
204616.5413.34-3.20

-0.05-0.000.04
204716.5713.35-3.23

-0.05-0.000.05
204816.6113.35-3.26

-0.05-0.000.05
204916.6513.36-3.29

-0.06-0.000.06
205016.7013.36-3.34

-0.06-0.000.06
205116.7413.36-3.38

-0.07-0.000.06
205216.8013.37-3.43

-0.07-0.000.07
205316.8613.37-3.48

-0.08-0.000.07
205416.9213.38-3.54

-0.08-0.010.07
205516.9913.38-3.61

-0.08-0.010.08
205617.0713.39-3.68

-0.09-0.010.08
205717.1513.40-3.75

-0.09-0.010.09
205817.2413.40-3.83

-0.09-0.010.09
205917.3213.41-3.91

-0.10-0.010.09
206017.4013.42-3.98

-0.10-0.010.09
206117.4813.42-4.05

-0.10-0.010.10
206217.5513.43-4.12

-0.11-0.010.10
206317.6213.44-4.18

-0.11-0.010.10
206417.6813.44-4.24

-0.11-0.010.10
206517.7413.45-4.29

-0.11-0.010.11
206617.8013.45-4.35

-0.12-0.010.11
206717.8613.46-4.41

-0.12-0.010.11
206817.9313.46-4.46

-0.12-0.010.11
206917.9913.47-4.53

-0.12-0.010.12
207018.0613.47-4.59

-0.13-0.010.12
207118.1213.48-4.65

-0.13-0.010.12
207218.1813.48-4.70

-0.13-0.010.12
207318.2413.49-4.76

-0.13-0.010.12
207418.3013.49-4.81

-0.13-0.010.13
207518.3513.49-4.85

-0.14-0.010.13
207618.3913.50-4.89

-0.14-0.010.13
207718.4213.50-4.92

-0.14-0.010.13
207818.4413.50-4.94

-0.14-0.010.13
207918.4513.50-4.95

-0.14-0.010.13
208018.4513.51-4.95

-0.15-0.010.14
208118.4413.51-4.94

-0.15-0.010.14
208218.4213.50-4.92

-0.15-0.010.14
208318.4013.50-4.89

-0.15-0.010.14
208418.3613.50-4.86

-0.15-0.010.14
208518.3213.50-4.82

-0.15-0.010.14
208618.2713.50-4.77

-0.15-0.010.14
208718.2113.49-4.72

-0.15-0.010.14
208818.1513.49-4.66

-0.16-0.010.15
208918.0913.48-4.60

-0.16-0.010.15
209018.0313.48-4.55

-0.16-0.010.15
209117.9813.48-4.51

-0.16-0.010.15
209217.9513.48-4.47

-0.16-0.010.15
209317.9213.47-4.45

-0.16-0.010.15
209417.9113.47-4.43

-0.16-0.010.15
209517.9013.47-4.43

-0.16-0.010.15
209617.9113.47-4.44

-0.16-0.010.15
209717.9313.47-4.46

-0.16-0.010.15
209817.9613.48-4.48

-0.17-0.010.16
209917.9913.48-4.51

-0.17-0.010.16

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 17.22% 13.79% -3.42% 2035 -0.08% -0.01% 0.08%

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