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
0.000.000.00
202414.4512.95-1.49
194
0.000.000.00
202514.6612.97-1.69
177
0.000.000.00
202614.8813.08-1.80
160
0.000.000.00
202715.2513.11-2.14
141
0.140.01-0.14
202815.4813.15-2.33
124
0.150.01-0.14
202915.6813.18-2.50
106
0.150.01-0.14
203015.8813.21-2.67
88
0.160.01-0.15
203116.0713.24-2.83
70
0.160.01-0.15
203216.2313.25-2.98
52
0.170.01-0.16
203316.3813.27-3.11
34
0.170.01-0.16
203416.5013.28-3.22
15
0.180.01-0.17
203516.6013.28-3.32
----
0.180.01-0.17
203616.6813.29-3.39
----
0.190.01-0.17
203716.7713.30-3.47
----
0.190.01-0.18
203816.8313.30-3.53
----
0.190.01-0.18
203916.8813.31-3.58
----
0.200.01-0.18
204016.9213.31-3.61
----
0.200.01-0.19
204116.9413.31-3.63
----
0.200.01-0.19
204216.9713.32-3.66
----
0.210.01-0.19
204316.9913.32-3.67
----
0.210.01-0.20
204417.0213.32-3.70
----
0.210.01-0.20
204517.0413.32-3.72
----
0.220.01-0.20
204617.0613.32-3.73
----
0.220.01-0.20
204717.0813.33-3.76
----
0.220.01-0.21
204817.1113.33-3.78
----
0.220.01-0.21
204917.1413.33-3.81
----
0.230.01-0.21
205017.1813.33-3.84
----
0.230.01-0.21
205117.2113.34-3.88
----
0.230.01-0.22
205217.2513.34-3.91
----
0.230.01-0.22
205317.2913.34-3.95
----
0.240.01-0.22
205417.3413.35-3.99
----
0.240.01-0.23
205517.3913.35-4.04
----
0.240.01-0.23
205617.4513.36-4.09
----
0.250.02-0.23
205717.5113.36-4.15
----
0.250.02-0.24
205817.5813.37-4.21
----
0.250.02-0.24
205917.6513.37-4.27
----
0.260.02-0.24
206017.7113.38-4.34
----
0.260.02-0.25
206117.7813.38-4.40
----
0.270.02-0.25
206217.8413.39-4.45
----
0.270.02-0.25
206317.9013.39-4.51
----
0.270.02-0.25
206417.9513.40-4.55
----
0.270.02-0.25
206518.0013.40-4.60
----
0.270.02-0.26
206618.0613.40-4.65
----
0.270.02-0.26
206718.1113.41-4.70
----
0.270.02-0.26
206818.1613.41-4.75
----
0.270.02-0.26
206918.2213.42-4.80
----
0.270.02-0.26
207018.2813.42-4.86
----
0.280.02-0.26
207118.3313.42-4.91
----
0.280.02-0.26
207218.3913.43-4.96
----
0.280.02-0.26
207318.4413.43-5.01
----
0.280.02-0.26
207418.4913.44-5.05
----
0.280.02-0.26
207518.5313.44-5.09
----
0.280.02-0.26
207618.5713.44-5.12
----
0.280.02-0.26
207718.5913.44-5.14
----
0.280.02-0.26
207818.6013.45-5.15
----
0.280.02-0.26
207918.5913.45-5.15
----
0.280.02-0.26
208018.5813.45-5.13
----
0.280.02-0.26
208118.5513.44-5.11
----
0.280.02-0.26
208218.5213.44-5.08
----
0.280.02-0.26
208318.4813.44-5.04
----
0.280.02-0.26
208418.4313.44-5.00
----
0.270.02-0.26
208518.3813.43-4.94
----
0.270.02-0.26
208618.3213.43-4.89
----
0.270.02-0.25
208718.2513.43-4.82
----
0.270.02-0.25
208818.1813.42-4.76
----
0.270.02-0.25
208918.1213.42-4.70
----
0.260.02-0.25
209018.0513.41-4.64
----
0.260.02-0.25
209118.0013.41-4.59
----
0.260.02-0.24
209217.9613.41-4.55
----
0.260.02-0.24
209317.9313.41-4.52
----
0.260.02-0.24
209417.9113.40-4.50
----
0.260.02-0.24
209517.9013.40-4.49
----
0.260.02-0.24
209617.9013.40-4.49
----
0.260.02-0.24
209717.9013.40-4.50
----
0.260.02-0.24

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 17.42% 13.79% -3.63% 2034 0.22% 0.01% -0.21%

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