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
0.000.000.00
202715.3813.18-2.20
131
0.000.090.09
202815.5513.32-2.24
114
-0.000.190.19
202915.7213.44-2.28
98
-0.000.280.28
203015.8713.56-2.31
82
-0.000.380.38
203116.0013.68-2.32
66
-0.000.470.47
203216.1413.80-2.34
51
-0.000.570.57
203316.2713.91-2.36
37
-0.000.660.66
203416.3814.02-2.36
22
-0.000.760.76
203516.4714.12-2.36
8
-0.000.850.86
203616.5514.22-2.33
----
-0.010.950.95
203716.6314.32-2.31
----
-0.011.041.05
203816.6914.42-2.26
----
-0.011.141.14
203916.7414.52-2.21
----
-0.011.231.24
204016.7714.62-2.15
----
-0.011.331.34
204116.7914.72-2.07
----
-0.011.421.44
204216.8014.82-1.98
----
-0.021.521.53
204316.8114.91-1.90
----
-0.021.611.63
204416.8215.01-1.81
----
-0.021.701.73
204516.8415.11-1.73
----
-0.031.801.83
204616.8515.20-1.65
----
-0.031.891.92
204716.8715.30-1.57
----
-0.031.992.02
204816.8915.40-1.49
----
-0.042.082.12
204916.9115.49-1.42
----
-0.042.182.22
205016.9415.59-1.35
----
-0.052.272.32
205116.9715.60-1.37
----
-0.052.282.33
205217.0015.60-1.40
----
-0.062.282.33
205317.0515.61-1.44
----
-0.062.282.34
205417.1015.61-1.49
----
-0.072.282.34
205517.1615.62-1.54
----
-0.072.282.35
205617.2315.62-1.60
----
-0.082.282.35
205717.3015.63-1.67
----
-0.082.282.36
205817.3715.64-1.74
----
-0.092.272.36
205917.4515.64-1.81
----
-0.092.272.37
206017.5215.65-1.87
----
-0.102.272.37
206117.5915.65-1.94
----
-0.102.272.38
206217.6515.66-1.99
----
-0.112.272.38
206317.7215.66-2.05
----
-0.112.272.38
206417.7715.67-2.10
----
-0.112.272.39
206517.8315.67-2.15
----
-0.122.272.39
206617.8815.68-2.21
----
-0.122.272.39
206717.9415.68-2.25
----
-0.122.272.40
206817.9915.69-2.30
----
-0.132.272.40
206918.0515.69-2.35
----
-0.132.272.40
207018.1015.70-2.40
----
-0.132.272.40
207118.1515.70-2.45
----
-0.132.272.41
207218.2015.70-2.49
----
-0.132.272.41
207318.2515.71-2.54
----
-0.142.272.41
207418.2915.71-2.58
----
-0.142.272.41
207518.3215.72-2.61
----
-0.142.272.41
207618.3515.72-2.63
----
-0.142.272.41
207718.3615.72-2.64
----
-0.142.272.42
207818.3615.72-2.64
----
-0.142.272.42
207918.3515.72-2.63
----
-0.142.272.42
208018.3215.72-2.60
----
-0.142.272.42
208118.2915.72-2.57
----
-0.142.272.42
208218.2515.72-2.53
----
-0.142.272.42
208318.2015.71-2.49
----
-0.142.272.42
208418.1515.71-2.43
----
-0.142.272.42
208518.0815.71-2.38
----
-0.142.272.42
208618.0215.70-2.31
----
-0.142.272.42
208717.9515.70-2.25
----
-0.142.272.42
208817.8815.70-2.18
----
-0.142.272.42
208917.8115.69-2.12
----
-0.142.272.42
209017.7515.69-2.06
----
-0.142.272.42
209117.7015.68-2.02
----
-0.142.272.42
209217.6615.68-1.98
----
-0.142.272.41
209317.6315.68-1.95
----
-0.142.272.41
209417.6115.68-1.93
----
-0.142.282.41
209517.6015.68-1.93
----
-0.142.282.41
209617.6015.68-1.93
----
-0.142.282.41
209717.6115.68-1.93
----
-0.142.282.41
209817.6315.68-1.95
----
-0.142.282.41

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 17.31% 15.50% -1.81% 2035 -0.07% 1.72% 1.79%

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