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
202515.0412.89-2.14
170
0.030.00-0.03
202615.2613.07-2.19
151
0.060.00-0.06
202715.4313.11-2.33
133
0.070.00-0.07
202815.4913.13-2.35
116
0.070.00-0.07
202915.5413.16-2.38
99
0.070.00-0.07
203015.6013.18-2.42
82
0.070.00-0.07
203115.6513.20-2.45
66
0.070.00-0.07
203215.6813.22-2.46
50
0.080.00-0.08
203315.7413.26-2.47
34
0.080.00-0.08
203415.8513.28-2.58
19
0.080.00-0.08
203515.9713.29-2.68
3
0.080.00-0.08
203616.0713.30-2.77

0.080.00-0.08
203716.1713.30-2.87

0.080.00-0.08
203816.2613.31-2.95

0.080.00-0.08
203916.3413.32-3.02

0.090.00-0.09
204016.4113.32-3.08

0.090.00-0.09
204116.4713.33-3.14

0.090.00-0.09
204216.5313.33-3.19

0.090.00-0.09
204316.5713.34-3.23

0.090.00-0.09
204416.6113.34-3.27

0.090.00-0.09
204516.6513.35-3.30

0.100.00-0.09
204616.6813.35-3.33

0.100.00-0.10
204716.7213.35-3.37

0.100.00-0.10
204816.7613.36-3.41

0.100.00-0.10
204916.8113.36-3.45

0.100.00-0.10
205016.8613.36-3.49

0.100.00-0.10
205116.9113.37-3.54

0.100.00-0.10
205216.9713.37-3.60

0.100.00-0.10
205317.0313.38-3.65

0.100.00-0.10
205417.1013.39-3.72

0.100.00-0.10
205517.1813.39-3.79

0.100.00-0.10
205617.2613.40-3.86

0.100.00-0.10
205717.3413.40-3.94

0.100.00-0.10
205817.4313.41-4.02

0.100.00-0.10
205917.5213.42-4.10

0.100.00-0.10
206017.6013.43-4.17

0.100.00-0.10
206117.6813.43-4.25

0.100.00-0.10
206217.7513.44-4.31

0.100.00-0.10
206317.8213.44-4.38

0.100.00-0.10
206417.8913.45-4.44

0.100.00-0.10
206517.9513.45-4.50

0.100.00-0.10
206618.0113.46-4.55

0.100.00-0.10
206718.0813.46-4.61

0.100.00-0.10
206818.1413.47-4.67

0.100.00-0.10
206918.2113.48-4.74

0.100.00-0.10
207018.2813.48-4.80

0.100.00-0.10
207118.3513.49-4.86

0.100.00-0.09
207218.4113.49-4.92

0.100.00-0.09
207318.4713.50-4.97

0.100.00-0.09
207418.5313.50-5.03

0.090.00-0.09
207518.5813.50-5.07

0.090.00-0.09
207618.6213.51-5.11

0.090.00-0.09
207718.6513.51-5.14

0.090.00-0.09
207818.6813.51-5.16

0.090.00-0.09
207918.6913.52-5.17

0.090.00-0.09
208018.6913.52-5.17

0.090.00-0.09
208118.6813.52-5.16

0.090.00-0.09
208218.6613.52-5.15

0.090.00-0.09
208318.6413.51-5.12

0.090.00-0.09
208418.6113.51-5.09

0.090.00-0.09
208518.5613.51-5.05

0.090.00-0.09
208618.5113.51-5.00

0.090.00-0.09
208718.4613.50-4.95

0.090.00-0.09
208818.4013.50-4.90

0.090.00-0.09
208918.3413.50-4.84

0.090.00-0.09
209018.2913.49-4.79

0.100.00-0.09
209118.2413.49-4.75

0.100.00-0.09
209218.2013.49-4.71

0.100.00-0.09
209318.1813.49-4.69

0.100.00-0.10
209418.1613.48-4.68

0.100.00-0.10
209518.1613.48-4.68

0.100.00-0.10
209618.1713.49-4.69

0.100.00-0.10
209718.1913.49-4.71

0.100.00-0.10
209818.2213.49-4.73

0.100.00-0.10
209918.2613.49-4.76

0.100.00-0.10

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 17.39% 13.80% -3.59% 2035 0.09% 0.00% -0.09%

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