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
202414.3112.95-1.36
196
-0.14-0.010.13
202514.3812.96-1.42
181
-0.28-0.010.27
202614.4613.06-1.41
167
-0.42-0.020.40
202714.5413.07-1.47
153
-0.56-0.030.53
202814.6313.11-1.52
140
-0.70-0.040.66
202914.7013.13-1.56
128
-0.83-0.040.79
203014.7613.15-1.61
115
-0.96-0.050.91
203114.8213.17-1.64
103
-1.09-0.061.03
203214.8613.18-1.68
92
-1.21-0.071.14
203314.8813.18-1.70
80
-1.32-0.071.25
203414.9013.19-1.71
69
-1.43-0.081.35
203514.9013.19-1.71
59
-1.52-0.091.44
203614.8813.19-1.70
48
-1.61-0.091.52
203714.8813.19-1.69
37
-1.70-0.101.60
203814.8613.19-1.67
26
-1.78-0.101.68
203914.8413.19-1.65
16
-1.85-0.111.74
204014.8113.19-1.62
5
-1.91-0.111.80
204114.7713.19-1.58
----
-1.97-0.111.86
204214.7413.19-1.55
----
-2.02-0.121.91
204314.7113.19-1.53
----
-2.07-0.121.95
204414.6913.19-1.51
----
-2.11-0.121.99
204514.6713.18-1.49
----
-2.15-0.122.03
204614.6613.18-1.47
----
-2.18-0.132.06
204714.6513.18-1.47
----
-2.21-0.132.08
204814.6613.19-1.47
----
-2.23-0.132.10
204914.6613.19-1.48
----
-2.25-0.132.12
205014.6813.19-1.49
----
-2.27-0.132.14
205114.6913.19-1.50
----
-2.29-0.132.16
205214.7113.19-1.52
----
-2.30-0.132.17
205314.7413.19-1.55
----
-2.31-0.132.18
205414.7813.20-1.58
----
-2.32-0.132.19
205514.8213.20-1.62
----
-2.33-0.142.20
205614.8613.20-1.66
----
-2.34-0.142.21
205714.9113.21-1.70
----
-2.35-0.142.22
205814.9613.21-1.75
----
-2.36-0.142.22
205915.0113.22-1.80
----
-2.37-0.142.24
206015.0713.22-1.84
----
-2.39-0.142.25
206115.1113.22-1.89
----
-2.40-0.142.26
206215.1613.23-1.93
----
-2.41-0.142.27
206315.2013.23-1.97
----
-2.43-0.142.28
206415.2413.24-2.00
----
-2.44-0.142.30
206515.2813.24-2.04
----
-2.45-0.142.31
206615.3113.24-2.07
----
-2.47-0.152.32
206715.3513.24-2.11
----
-2.48-0.152.34
206815.3913.25-2.14
----
-2.50-0.152.35
206915.4313.25-2.18
----
-2.51-0.152.37
207015.4713.25-2.22
----
-2.53-0.152.38
207115.5113.26-2.26
----
-2.54-0.152.39
207215.5513.26-2.29
----
-2.56-0.152.41
207315.5913.26-2.33
----
-2.57-0.152.42
207415.6213.27-2.36
----
-2.59-0.152.43
207515.6513.27-2.38
----
-2.60-0.152.45
207615.6713.27-2.40
----
-2.61-0.162.46
207715.6913.27-2.42
----
-2.62-0.162.47
207815.6913.27-2.41
----
-2.63-0.162.48
207915.6813.27-2.40
----
-2.64-0.162.48
208015.6513.27-2.38
----
-2.65-0.162.49
208115.6313.27-2.36
----
-2.65-0.162.49
208215.5913.27-2.32
----
-2.65-0.162.50
208315.5513.27-2.28
----
-2.66-0.162.50
208415.5013.26-2.24
----
-2.66-0.162.50
208515.4513.26-2.19
----
-2.66-0.162.50
208615.3913.26-2.14
----
-2.65-0.162.50
208715.3313.25-2.08
----
-2.65-0.162.49
208815.2713.25-2.02
----
-2.65-0.162.49
208915.2113.24-1.97
----
-2.64-0.162.48
209015.1613.24-1.92
----
-2.64-0.162.48
209115.1113.24-1.87
----
-2.63-0.162.47
209215.0813.24-1.84
----
-2.63-0.162.47
209315.0513.23-1.82
----
-2.62-0.162.46
209415.0413.23-1.80
----
-2.62-0.162.46
209515.0313.23-1.80
----
-2.61-0.162.46
209615.0313.23-1.80
----
-2.61-0.162.45
209715.0413.23-1.81
----
-2.61-0.162.45

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 15.15% 13.66% -1.49% 2040 -2.05% -0.12% 1.93%

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