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
203315.6513.26-2.39
37
-0.01-0.000.01
203415.7613.28-2.48
22
-0.01-0.000.01
203515.8613.28-2.58
7
-0.02-0.000.02
203615.9513.29-2.66

-0.04-0.000.03
203716.0413.30-2.74

-0.05-0.000.05
203816.1113.31-2.80

-0.06-0.000.06
203916.1713.31-2.86

-0.08-0.000.07
204016.2313.32-2.91

-0.09-0.010.09
204116.2713.32-2.95

-0.11-0.010.10
204216.3113.33-2.98

-0.12-0.010.12
204316.3413.33-3.01

-0.14-0.010.13
204416.3613.33-3.03

-0.15-0.010.14
204516.3813.33-3.05

-0.17-0.010.16
204616.4013.34-3.07

-0.18-0.010.17
204716.4313.34-3.09

-0.20-0.010.19
204816.4513.34-3.11

-0.21-0.010.20
204916.4813.34-3.14

-0.23-0.010.21
205016.5213.35-3.17

-0.24-0.020.23
205116.5613.35-3.20

-0.25-0.020.24
205216.6013.36-3.25

-0.27-0.020.25
205316.6513.36-3.29

-0.28-0.020.26
205416.7113.37-3.34

-0.29-0.020.27
205516.7713.37-3.40

-0.30-0.020.28
205616.8413.38-3.47

-0.31-0.020.29
205716.9213.38-3.54

-0.32-0.020.30
205817.0013.39-3.61

-0.33-0.020.31
205917.0713.40-3.68

-0.34-0.020.32
206017.1513.40-3.75

-0.35-0.020.33
206117.2213.41-3.82

-0.36-0.020.34
206217.2913.41-3.88

-0.36-0.020.34
206317.3513.42-3.94

-0.37-0.020.35
206417.4113.42-3.99

-0.37-0.020.35
206517.4813.43-4.05

-0.38-0.020.35
206617.5413.43-4.10

-0.38-0.020.36
206717.6013.44-4.16

-0.38-0.020.36
206817.6613.44-4.22

-0.39-0.020.36
206917.7313.45-4.28

-0.39-0.030.36
207017.7913.45-4.34

-0.39-0.030.37
207117.8613.46-4.40

-0.39-0.030.37
207217.9213.46-4.45

-0.40-0.030.37
207317.9813.47-4.51

-0.40-0.030.37
207418.0313.47-4.56

-0.40-0.030.37
207518.0813.48-4.60

-0.40-0.030.38
207618.1213.48-4.64

-0.40-0.030.38
207718.1613.48-4.67

-0.41-0.030.38
207818.1813.49-4.69

-0.41-0.030.38
207918.1913.49-4.70

-0.41-0.030.38
208018.1913.49-4.70

-0.41-0.030.38
208118.1813.49-4.69

-0.41-0.030.38
208218.1613.49-4.68

-0.41-0.030.38
208318.1413.49-4.65

-0.41-0.030.38
208418.1113.49-4.62

-0.41-0.030.38
208518.0713.48-4.58

-0.40-0.030.38
208618.0213.48-4.54

-0.40-0.030.38
208717.9613.48-4.49

-0.40-0.030.37
208817.9013.47-4.43

-0.40-0.030.37
208917.8513.47-4.38

-0.40-0.030.37
209017.8013.47-4.33

-0.39-0.030.37
209117.7513.46-4.29

-0.39-0.030.37
209217.7113.46-4.25

-0.39-0.030.37
209317.6913.46-4.23

-0.39-0.030.37
209417.6813.46-4.22

-0.39-0.030.37
209517.6813.46-4.22

-0.39-0.030.37
209617.6913.46-4.23

-0.39-0.030.37
209717.7013.46-4.24

-0.39-0.030.37
209817.7313.46-4.27

-0.39-0.030.37
209917.7713.46-4.30

-0.39-0.030.37

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 17.05% 13.78% -3.26% 2035 -0.25% -0.02% 0.23%

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