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Detailed Single Year Tables

Description of Proposed Provision:
Increase the number of years used to calculate benefits for retirees and survivors (but not for disabled workers) from 35 to 38, phased in 2010-2014.

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200912.3512.830.48 354
201012.5012.870.37 360
201112.3712.870.50 367
201212.2312.870.64 369
201312.3612.900.54 368
201412.5912.920.33 365
201512.8312.940.11 361
201613.1112.96-0.15 357
201713.4112.98-0.43 350
201813.7212.99-0.73 342
201914.0413.01-1.02 332
202014.3513.03-1.32 322
202114.6413.05-1.59 310
202214.9113.07-1.84 298
202315.1613.09-2.07 285
202415.4013.10-2.30 271
202515.6213.12-2.50 256
202615.8213.13-2.69 241
202716.0113.15-2.86 225
202816.1813.16-3.02 208
202916.3213.17-3.15 191
203016.4513.18-3.26 173
203116.5513.19-3.36 155
203216.6313.20-3.43 136
203316.6913.21-3.48 117
203416.7213.21-3.51 98
203516.7413.22-3.52 79
203616.7413.22-3.52 59
203716.7313.23-3.51 39
203816.7013.23-3.48 19
203916.6613.23-3.43 ----
204016.6013.23-3.38 ----
204116.5513.23-3.32 ----
204216.4913.23-3.26 ----
204316.4413.23-3.21 ----
204416.3913.23-3.16 ----
204516.3513.23-3.12 ----
204616.3113.23-3.09 ----
204716.2813.23-3.06 ----
204816.2513.23-3.02 ----
204916.2213.23-2.99 ----
205016.2013.23-2.97 ----
205116.1813.23-2.95 ----
205216.1713.23-2.94 ----
205316.1713.23-2.94 ----
205416.1813.23-2.95 ----
205516.1913.23-2.96 ----
205616.2113.24-2.98 ----
205716.2313.24-2.99 ----
205816.2613.24-3.01 ----
205916.2813.24-3.03 ----
206016.3013.25-3.05 ----
206116.3213.25-3.07 ----
206216.3413.25-3.09 ----
206316.3713.25-3.11 ----
206416.3913.26-3.14 ----
206516.4213.26-3.16 ----
206616.4613.26-3.19 ----
206716.4913.26-3.23 ----
206816.5313.27-3.26 ----
206916.5713.27-3.30 ----
207016.6113.27-3.33 ----
207116.6513.28-3.37 ----
207216.6913.28-3.41 ----
207316.7413.28-3.46 ----
207416.7813.29-3.50 ----
207516.8313.29-3.54 ----
207616.8813.29-3.58 ----
207716.9213.30-3.63 ----
207816.9713.30-3.67 ----
207917.0213.30-3.72 ----
208017.0813.31-3.77 ----
208117.1313.31-3.82 ----
208217.1813.31-3.87 ----
208317.2313.32-3.91 ----
208417.2813.32-3.96 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2009 Trustees Report
2009-2083 15.71% 14.00% -1.71%
0.29%

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Last reviewed or modified August 26, 2009