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
203115.5713.20-2.37
68
-0.00-0.000.00
203215.6013.22-2.38
53
-0.00-0.000.00
203315.6613.26-2.39
37
-0.00-0.000.00
203415.7713.28-2.49
22
-0.01-0.000.01
203515.8813.29-2.59
7
-0.01-0.000.01
203615.9813.29-2.68

-0.01-0.000.01
203716.0813.30-2.77

-0.02-0.000.02
203816.1613.31-2.85

-0.02-0.000.02
203916.2213.32-2.91

-0.03-0.000.02
204016.2913.32-2.97

-0.03-0.000.03
204116.3513.33-3.02

-0.04-0.000.03
204216.3913.33-3.06

-0.04-0.000.04
204316.4313.33-3.10

-0.05-0.000.04
204416.4713.34-3.13

-0.05-0.000.05
204516.5013.34-3.16

-0.05-0.000.05
204616.5313.34-3.18

-0.06-0.000.06
204716.5613.35-3.21

-0.06-0.000.06
204816.6013.35-3.24

-0.07-0.000.06
204916.6413.35-3.28

-0.07-0.000.07
205016.6813.36-3.32

-0.08-0.000.07
205116.7313.36-3.37

-0.08-0.010.07
205216.7913.37-3.42

-0.08-0.010.08
205316.8513.37-3.47

-0.09-0.010.08
205416.9113.38-3.53

-0.09-0.010.08
205516.9813.38-3.60

-0.09-0.010.09
205617.0613.39-3.67

-0.10-0.010.09
205717.1413.40-3.75

-0.10-0.010.09
205817.2313.40-3.83

-0.10-0.010.10
205917.3113.41-3.90

-0.10-0.010.10
206017.4013.42-3.98

-0.11-0.010.10
206117.4713.42-4.05

-0.11-0.010.10
206217.5513.43-4.12

-0.11-0.010.10
206317.6113.44-4.18

-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

-0.11-0.010.11
206717.8713.46-4.41

-0.12-0.010.11
206817.9313.46-4.47

-0.12-0.010.11
206918.0013.47-4.53

-0.12-0.010.11
207018.0713.47-4.59

-0.12-0.010.11
207118.1313.48-4.66

-0.12-0.010.11
207218.2013.48-4.71

-0.12-0.010.11
207318.2613.49-4.77

-0.12-0.010.11
207418.3113.49-4.82

-0.12-0.010.11
207518.3613.50-4.87

-0.12-0.010.11
207618.4113.50-4.91

-0.12-0.010.11
207718.4413.50-4.94

-0.12-0.010.11
207818.4613.50-4.96

-0.12-0.010.11
207918.4713.51-4.97

-0.12-0.010.11
208018.4813.51-4.97

-0.12-0.010.11
208118.4713.51-4.96

-0.12-0.010.11
208218.4513.51-4.94

-0.12-0.010.11
208318.4313.51-4.92

-0.12-0.010.11
208418.3913.50-4.89

-0.12-0.010.11
208518.3513.50-4.85

-0.12-0.010.11
208618.3013.50-4.80

-0.12-0.010.11
208718.2413.50-4.75

-0.12-0.010.11
208818.1813.49-4.69

-0.12-0.010.11
208918.1313.49-4.64

-0.12-0.010.11
209018.0713.48-4.59

-0.12-0.010.11
209118.0213.48-4.54

-0.12-0.010.11
209217.9913.48-4.51

-0.12-0.010.11
209317.9613.48-4.49

-0.12-0.010.11
209417.9513.48-4.48

-0.12-0.010.11
209517.9513.48-4.47

-0.12-0.010.11
209617.9613.48-4.48

-0.12-0.010.11
209717.9813.48-4.50

-0.12-0.010.11
209818.0113.48-4.53

-0.12-0.010.11
209918.0413.48-4.56

-0.12-0.010.11

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% -3.43% 2035 -0.08% -0.00% 0.07%

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