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
202615.3013.08-2.22
149
0.070.00-0.07
202715.4413.10-2.34
130
0.060.00-0.06
202815.6113.13-2.47
112
0.050.00-0.05
202915.7713.16-2.60
95
0.050.00-0.04
203015.9113.19-2.72
77
0.040.00-0.04
203116.0413.21-2.82
59
0.030.00-0.03
203216.1813.24-2.94
41
0.030.00-0.03
203316.3013.25-3.05
23
0.030.00-0.03
203416.4113.26-3.15
5
0.020.00-0.02
203516.5013.27-3.23
----
0.020.00-0.02
203616.5713.28-3.29
----
0.010.00-0.01
203716.6513.28-3.36
----
0.010.00-0.01
203816.7113.29-3.42
----
0.010.00-0.01
203916.7613.29-3.46
----
0.010.00-0.01
204016.7913.30-3.49
----
0.010.00-0.01
204116.8113.30-3.51
----
0.000.00-0.00
204216.8213.30-3.51
----
-0.00-0.000.00
204316.8313.30-3.52
----
-0.00-0.000.00
204416.8413.31-3.54
----
-0.00-0.000.00
204516.8613.31-3.55
----
-0.01-0.000.00
204616.8813.31-3.57
----
-0.00-0.000.00
204716.9013.31-3.59
----
-0.00-0.000.00
204816.9213.31-3.61
----
-0.00-0.000.00
204916.9513.32-3.64
----
-0.00-0.000.00
205016.9913.32-3.67
----
-0.00-0.000.00
205117.0213.32-3.69
----
-0.00-0.000.00
205217.0613.33-3.73
----
-0.00-0.000.00
205317.1113.33-3.77
----
-0.00-0.000.00
205417.1613.34-3.83
----
-0.00-0.000.00
205517.2313.34-3.89
----
-0.00-0.000.00
205617.3013.35-3.95
----
-0.00-0.000.00
205717.3813.35-4.02
----
0.000.00-0.00
205817.4613.36-4.10
----
0.000.00-0.00
205917.5413.37-4.17
----
0.000.00-0.00
206017.6213.37-4.25
----
0.000.00-0.00
206117.6913.38-4.31
----
0.000.00-0.00
206217.7613.39-4.38
----
0.000.00-0.00
206317.8213.39-4.43
----
-0.00-0.000.00
206417.8813.40-4.49
----
-0.00-0.000.00
206517.9413.40-4.54
----
-0.00-0.000.00
206618.0013.40-4.60
----
-0.00-0.000.00
206718.0613.41-4.65
----
-0.00-0.000.00
206818.1113.41-4.70
----
-0.00-0.000.00
206918.1713.42-4.75
----
-0.00-0.000.00
207018.2313.42-4.80
----
-0.00-0.000.00
207118.2813.43-4.85
----
-0.00-0.000.00
207218.3313.43-4.90
----
-0.01-0.000.00
207318.3813.44-4.94
----
-0.00-0.000.00
207418.4213.44-4.98
----
-0.00-0.000.00
207518.4613.44-5.02
----
-0.00-0.000.00
207618.4913.45-5.04
----
-0.00-0.000.00
207718.5013.45-5.05
----
-0.00-0.000.00
207818.5013.45-5.05
----
-0.00-0.000.00
207918.4813.45-5.04
----
-0.01-0.000.01
208018.4613.45-5.01
----
-0.01-0.000.01
208118.4313.44-4.98
----
-0.01-0.000.01
208218.3913.44-4.94
----
-0.01-0.000.01
208318.3413.44-4.90
----
-0.01-0.000.01
208418.2813.44-4.85
----
-0.01-0.000.01
208518.2213.43-4.79
----
-0.01-0.000.01
208618.1513.43-4.72
----
-0.01-0.000.01
208718.0813.42-4.66
----
-0.01-0.000.01
208818.0113.42-4.59
----
-0.01-0.000.01
208917.9413.42-4.53
----
-0.01-0.000.01
209017.8813.41-4.47
----
-0.01-0.000.01
209117.8313.41-4.42
----
-0.01-0.000.01
209217.7913.41-4.39
----
-0.01-0.000.01
209317.7613.40-4.36
----
-0.01-0.000.01
209417.7513.40-4.34
----
-0.01-0.000.01
209517.7413.40-4.34
----
-0.01-0.000.00
209617.7413.40-4.34
----
-0.00-0.000.00
209717.7513.40-4.34
----
-0.00-0.000.00
209817.7713.41-4.36
----
-0.00-0.000.00

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 17.39% 13.78% -3.61% 2034 0.00% 0.00% -0.00%

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