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
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.41-2.59
60
0.000.200.20
203216.1413.45-2.69
44
-0.000.210.21
203316.2713.46-2.81
27
-0.000.210.21
203416.3813.47-2.91
11
-0.000.210.21
203516.4813.48-3.00
----
-0.000.210.21
203616.5613.49-3.07
----
-0.000.210.22
203716.6313.50-3.14
----
-0.000.210.22
203816.6913.50-3.19
----
-0.000.210.22
203916.7413.51-3.24
----
-0.000.210.22
204016.7813.51-3.27
----
-0.000.210.22
204116.8013.51-3.29
----
-0.000.210.22
204216.8113.52-3.30
----
-0.000.210.22
204316.8313.52-3.31
----
-0.000.210.22
204416.8413.52-3.32
----
-0.000.210.22
204516.8613.52-3.34
----
-0.000.210.22
204616.8813.52-3.35
----
-0.010.210.22
204716.9013.53-3.37
----
-0.010.210.22
204816.9213.53-3.39
----
-0.010.210.22
204916.9513.53-3.42
----
-0.010.210.22
205016.9813.54-3.45
----
-0.010.210.22
205117.0113.54-3.47
----
-0.010.210.22
205217.0513.54-3.51
----
-0.010.210.22
205317.1013.55-3.55
----
-0.010.210.22
205417.1613.55-3.61
----
-0.010.210.22
205517.2213.56-3.67
----
-0.010.210.22
205617.2913.56-3.73
----
-0.010.210.22
205717.3713.57-3.80
----
-0.010.210.22
205817.4513.57-3.87
----
-0.010.210.22
205917.5313.58-3.95
----
-0.010.210.22
206017.6113.59-4.02
----
-0.010.210.22
206117.6813.59-4.09
----
-0.010.210.22
206217.7513.60-4.15
----
-0.010.210.22
206317.8213.60-4.21
----
-0.010.210.22
206417.8813.61-4.27
----
-0.010.210.22
206517.9413.61-4.32
----
-0.010.210.22
206617.9913.62-4.38
----
-0.010.210.22
206718.0513.62-4.43
----
-0.010.210.22
206818.1113.63-4.48
----
-0.010.210.22
206918.1613.63-4.53
----
-0.010.210.22
207018.2213.64-4.58
----
-0.010.210.22
207118.2813.64-4.63
----
-0.010.210.22
207218.3313.65-4.68
----
-0.010.210.22
207318.3713.65-4.73
----
-0.010.210.22
207418.4213.65-4.77
----
-0.010.210.22
207518.4613.66-4.80
----
-0.010.210.22
207618.4813.66-4.82
----
-0.010.210.22
207718.4913.66-4.83
----
-0.010.210.22
207818.5013.66-4.83
----
-0.010.210.22
207918.4813.66-4.82
----
-0.010.210.22
208018.4613.66-4.80
----
-0.010.210.22
208118.4313.66-4.77
----
-0.010.210.22
208218.3913.66-4.73
----
-0.010.210.22
208318.3413.65-4.68
----
-0.010.210.22
208418.2813.65-4.63
----
-0.010.210.22
208518.2213.65-4.57
----
-0.010.210.22
208618.1513.64-4.51
----
-0.010.210.22
208718.0813.64-4.44
----
-0.010.210.22
208818.0113.64-4.38
----
-0.010.210.22
208917.9513.63-4.32
----
-0.010.210.22
209017.8913.63-4.26
----
-0.010.210.22
209117.8413.62-4.21
----
-0.010.210.22
209217.7913.62-4.17
----
-0.010.210.22
209317.7713.62-4.15
----
-0.010.210.22
209417.7513.62-4.13
----
-0.010.210.22
209517.7413.62-4.12
----
-0.010.210.22
209617.7413.62-4.12
----
-0.010.210.22
209717.7513.62-4.13
----
-0.010.210.22
209817.7713.62-4.14
----
-0.010.210.22

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 17.38% 13.96% -3.41% 2034 -0.01% 0.19% 0.19%

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