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
202314.3113.04-1.27
211
0.000.00-0.00
202414.4612.96-1.50
194
0.010.00-0.01
202514.6712.97-1.71
177
0.020.00-0.02
202614.9113.08-1.83
159
0.030.00-0.03
202715.1413.10-2.04
142
0.040.00-0.04
202815.3813.14-2.23
125
0.050.00-0.05
202915.5913.18-2.41
107
0.060.00-0.06
203015.8013.20-2.59
90
0.080.00-0.07
203115.9913.23-2.76
72
0.090.00-0.08
203216.1713.25-2.92
54
0.100.00-0.10
203316.3213.26-3.06
36
0.110.01-0.11
203416.4513.27-3.18
18
0.130.01-0.12
203516.5613.28-3.28
----
0.140.01-0.13
203616.6513.29-3.36
----
0.150.01-0.14
203716.7413.29-3.44
----
0.160.01-0.15
203816.8113.30-3.51
----
0.170.01-0.16
203916.8713.31-3.56
----
0.180.01-0.17
204016.9113.31-3.60
----
0.190.01-0.18
204116.9413.31-3.63
----
0.200.01-0.19
204216.9713.31-3.66
----
0.210.01-0.20
204317.0013.32-3.69
----
0.220.01-0.21
204417.0313.32-3.71
----
0.230.01-0.22
204517.0613.32-3.74
----
0.240.01-0.23
204617.0913.32-3.77
----
0.250.01-0.24
204717.1213.33-3.80
----
0.260.01-0.25
204817.1613.33-3.83
----
0.270.01-0.25
204917.1913.33-3.86
----
0.280.02-0.26
205017.2413.34-3.90
----
0.290.02-0.27
205117.2813.34-3.94
----
0.300.02-0.28
205217.3213.34-3.98
----
0.300.02-0.29
205317.3713.35-4.02
----
0.310.02-0.29
205417.4213.35-4.07
----
0.320.02-0.30
205517.4713.35-4.12
----
0.330.02-0.31
205617.5413.36-4.18
----
0.330.02-0.31
205717.6013.36-4.24
----
0.340.02-0.32
205817.6713.37-4.30
----
0.340.02-0.32
205917.7413.38-4.36
----
0.350.02-0.33
206017.8013.38-4.42
----
0.350.02-0.33
206117.8713.39-4.48
----
0.360.02-0.34
206217.9313.39-4.54
----
0.360.02-0.34
206317.9913.40-4.59
----
0.360.02-0.34
206418.0413.40-4.64
----
0.360.02-0.34
206518.1013.40-4.69
----
0.370.02-0.35
206618.1513.41-4.74
----
0.370.02-0.35
206718.2113.41-4.79
----
0.370.02-0.35
206818.2613.42-4.84
----
0.370.02-0.35
206918.3213.42-4.90
----
0.370.02-0.35
207018.3813.42-4.95
----
0.380.02-0.35
207118.4313.43-5.00
----
0.380.02-0.36
207218.4913.43-5.06
----
0.380.02-0.36
207318.5413.44-5.10
----
0.380.02-0.36
207418.5913.44-5.15
----
0.380.02-0.36
207518.6313.44-5.19
----
0.380.02-0.36
207618.6713.45-5.22
----
0.380.02-0.36
207718.6913.45-5.24
----
0.380.02-0.36
207818.7013.45-5.25
----
0.380.02-0.36
207918.7013.45-5.24
----
0.380.02-0.36
208018.6813.45-5.23
----
0.380.02-0.36
208118.6513.45-5.20
----
0.380.02-0.36
208218.6213.45-5.17
----
0.380.02-0.35
208318.5813.45-5.13
----
0.370.02-0.35
208418.5313.44-5.09
----
0.370.02-0.35
208518.4813.44-5.04
----
0.370.02-0.35
208618.4213.44-4.98
----
0.370.02-0.35
208718.3513.43-4.92
----
0.370.02-0.35
208818.2813.43-4.85
----
0.370.02-0.34
208918.2213.42-4.79
----
0.360.02-0.34
209018.1513.42-4.74
----
0.360.02-0.34
209118.1013.42-4.69
----
0.360.02-0.34
209218.0613.41-4.65
----
0.360.02-0.34
209318.0313.41-4.62
----
0.360.02-0.34
209418.0113.41-4.60
----
0.360.02-0.34
209518.0013.41-4.59
----
0.360.02-0.34
209618.0013.41-4.59
----
0.360.02-0.34
209718.0013.41-4.59
----
0.360.02-0.34

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 17.46% 13.79% -3.67% 2034 0.27% 0.01% -0.25%

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