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
202214.0512.79-1.26
230
0.000.000.00
202314.3013.04-1.27
211
-0.01-0.000.01
202414.4312.95-1.48
195
-0.01-0.000.01
202514.6412.97-1.67
177
-0.02-0.000.02
202614.8613.08-1.78
160
-0.03-0.000.03
202715.0713.10-1.97
143
-0.04-0.000.03
202815.2813.14-2.14
127
-0.04-0.000.04
202915.4813.17-2.30
110
-0.05-0.000.05
203015.6613.20-2.46
93
-0.06-0.000.06
203115.8413.23-2.61
76
-0.07-0.000.07
203215.9913.24-2.75
59
-0.08-0.000.08
203316.1113.25-2.86
42
-0.09-0.000.09
203416.2213.26-2.96
24
-0.10-0.000.10
203516.3013.27-3.03
7
-0.12-0.000.11
203616.3613.28-3.09
----
-0.13-0.000.13
203716.4313.28-3.14
----
-0.15-0.010.15
203816.4713.29-3.18
----
-0.17-0.010.16
203916.5013.29-3.21
----
-0.19-0.010.18
204016.5113.29-3.22
----
-0.21-0.010.20
204116.5213.29-3.22
----
-0.22-0.010.21
204216.5213.29-3.23
----
-0.24-0.010.23
204316.5213.29-3.22
----
-0.26-0.010.25
204416.5213.29-3.22
----
-0.29-0.010.28
204516.5113.30-3.21
----
-0.31-0.010.30
204616.5013.30-3.20
----
-0.34-0.010.32
204716.5013.30-3.20
----
-0.37-0.020.35
204816.5013.30-3.20
----
-0.39-0.020.38
204916.4913.30-3.19
----
-0.42-0.020.40
205016.4913.30-3.20
----
-0.45-0.020.43
205116.4913.30-3.19
----
-0.49-0.020.47
205216.4913.30-3.19
----
-0.52-0.020.50
205316.5013.30-3.20
----
-0.55-0.030.53
205416.5213.30-3.21
----
-0.58-0.030.56
205516.5413.31-3.23
----
-0.61-0.030.58
205616.5613.31-3.25
----
-0.64-0.030.61
205716.5913.31-3.28
----
-0.67-0.030.64
205816.6213.32-3.31
----
-0.70-0.030.67
205916.6613.32-3.34
----
-0.73-0.040.70
206016.6913.32-3.37
----
-0.76-0.040.72
206116.7213.33-3.39
----
-0.79-0.040.75
206216.7513.33-3.42
----
-0.82-0.040.78
206316.7713.33-3.44
----
-0.85-0.040.81
206416.7913.34-3.46
----
-0.88-0.040.84
206516.8213.34-3.48
----
-0.91-0.040.87
206616.8513.34-3.51
----
-0.94-0.050.89
206716.8713.34-3.53
----
-0.96-0.050.91
206816.9013.35-3.55
----
-0.99-0.050.94
206916.9213.35-3.58
----
-1.02-0.050.97
207016.9513.35-3.60
----
-1.05-0.051.00
207116.9713.35-3.61
----
-1.09-0.051.04
207216.9913.35-3.63
----
-1.12-0.061.07
207317.0013.36-3.65
----
-1.16-0.061.10
207417.0213.36-3.66
----
-1.19-0.061.13
207517.0313.36-3.67
----
-1.22-0.061.16
207617.0413.36-3.68
----
-1.25-0.061.18
207717.0413.36-3.67
----
-1.27-0.061.21
207817.0213.36-3.66
----
-1.30-0.071.23
207916.9913.36-3.63
----
-1.32-0.071.26
208016.9513.36-3.59
----
-1.35-0.071.28
208116.9013.36-3.55
----
-1.37-0.071.30
208216.8513.35-3.50
----
-1.39-0.071.32
208316.7913.35-3.44
----
-1.41-0.071.34
208416.7313.35-3.39
----
-1.43-0.071.35
208516.6713.34-3.32
----
-1.44-0.071.37
208616.6013.34-3.26
----
-1.45-0.071.37
208716.5313.33-3.19
----
-1.45-0.081.38
208816.4513.33-3.12
----
-1.46-0.081.39
208916.3713.32-3.04
----
-1.49-0.081.41
209016.2813.32-2.96
----
-1.52-0.081.44
209116.1913.31-2.88
----
-1.55-0.081.47
209216.1113.31-2.80
----
-1.59-0.081.51
209316.0413.31-2.73
----
-1.63-0.081.55
209415.9713.30-2.67
----
-1.68-0.091.59
209515.9213.30-2.62
----
-1.72-0.091.63
209615.8713.30-2.57
----
-1.77-0.091.68
209715.8313.30-2.53
----
-1.82-0.091.72

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
2022-2096 16.50% 13.74% -2.76% 2035 -0.70% -0.03% 0.67%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.