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
203615.9913.30-2.69

-0.00-0.000.00
203716.0913.30-2.78

-0.01-0.000.00
203816.1713.31-2.86

-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

-0.04-0.000.04
204516.5013.34-3.16

-0.05-0.000.04
204616.5313.34-3.19

-0.05-0.000.05
204716.5613.35-3.22

-0.06-0.000.06
204816.6013.35-3.24

-0.07-0.000.06
204916.6313.35-3.28

-0.08-0.000.07
205016.6813.36-3.32

-0.08-0.010.08
205116.7213.36-3.36

-0.09-0.010.08
205216.7813.37-3.41

-0.09-0.010.09
205316.8413.37-3.46

-0.10-0.010.09
205416.9013.38-3.52

-0.10-0.010.10
205516.9713.38-3.59

-0.11-0.010.10
205617.0513.39-3.66

-0.11-0.010.10
205717.1313.40-3.73

-0.11-0.010.11
205817.2213.40-3.81

-0.12-0.010.11
205917.3013.41-3.89

-0.12-0.010.11
206017.3813.42-3.97

-0.12-0.010.11
206117.4613.42-4.04

-0.12-0.010.11
206217.5313.43-4.10

-0.12-0.010.12
206317.6013.44-4.17

-0.12-0.010.12
206417.6613.44-4.22

-0.12-0.010.12
206517.7313.45-4.28

-0.12-0.010.12
206617.7913.45-4.34

-0.13-0.010.12
206717.8613.46-4.40

-0.13-0.010.12
206817.9213.46-4.46

-0.13-0.010.12
206917.9913.47-4.52

-0.13-0.010.12
207018.0613.47-4.59

-0.13-0.010.12
207118.1213.48-4.65

-0.13-0.010.12
207218.1913.48-4.71

-0.13-0.010.12
207318.2513.49-4.76

-0.13-0.010.12
207418.3013.49-4.81

-0.13-0.010.12
207518.3613.50-4.86

-0.13-0.010.12
207618.4013.50-4.90

-0.13-0.010.12
207718.4313.50-4.93

-0.13-0.010.12
207818.4513.50-4.95

-0.13-0.010.12
207918.4713.51-4.96

-0.13-0.010.12
208018.4713.51-4.96

-0.13-0.010.12
208118.4613.51-4.95

-0.13-0.010.12
208218.4413.51-4.94

-0.13-0.010.12
208318.4213.51-4.91

-0.13-0.010.12
208418.3813.50-4.88

-0.13-0.010.12
208518.3413.50-4.84

-0.13-0.010.12
208618.2913.50-4.79

-0.13-0.010.12
208718.2413.49-4.74

-0.13-0.010.12
208818.1813.49-4.69

-0.13-0.010.12
208918.1213.49-4.63

-0.13-0.010.12
209018.0613.48-4.58

-0.13-0.010.12
209118.0213.48-4.54

-0.13-0.010.12
209217.9813.48-4.50

-0.13-0.010.12
209317.9513.48-4.48

-0.13-0.010.12
209417.9413.48-4.47

-0.13-0.010.12
209517.9413.48-4.47

-0.13-0.010.12
209617.9513.48-4.47

-0.13-0.010.12
209717.9713.48-4.49

-0.13-0.010.12
209818.0013.48-4.52

-0.13-0.010.12
209918.0313.48-4.55

-0.13-0.010.12

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% 0.07%

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