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
202414.3212.95-1.37
196
-0.13-0.010.13
202514.4012.96-1.44
181
-0.26-0.010.25
202614.4913.06-1.43
167
-0.39-0.020.37
202714.5813.08-1.50
153
-0.52-0.030.50
202814.6713.11-1.57
139
-0.65-0.030.62
202914.7513.13-1.61
126
-0.78-0.040.74
203014.8213.15-1.66
114
-0.90-0.050.86
203114.8813.17-1.71
101
-1.02-0.060.97
203214.9313.18-1.75
89
-1.14-0.061.07
203314.9613.19-1.78
78
-1.24-0.071.17
203414.9813.19-1.79
66
-1.34-0.071.26
203514.9913.19-1.80
55
-1.43-0.081.35
203614.9813.19-1.79
44
-1.52-0.091.43
203714.9813.20-1.78
32
-1.60-0.091.51
203814.9713.20-1.77
21
-1.67-0.091.58
203914.9513.20-1.75
9
-1.74-0.101.64
204014.9213.20-1.72
----
-1.80-0.101.70
204114.8813.20-1.69
----
-1.85-0.111.75
204214.8613.19-1.67
----
-1.91-0.111.80
204314.8313.19-1.64
----
-1.95-0.111.84
204414.8113.19-1.62
----
-1.99-0.111.87
204514.8013.19-1.61
----
-2.02-0.121.91
204614.7913.19-1.59
----
-2.05-0.121.94
204714.7813.19-1.59
----
-2.08-0.121.96
204814.7913.19-1.59
----
-2.10-0.121.98
204914.7913.19-1.60
----
-2.12-0.122.00
205014.8113.20-1.61
----
-2.14-0.122.02
205114.8313.20-1.63
----
-2.16-0.122.03
205214.8513.20-1.65
----
-2.17-0.132.04
205314.8813.20-1.67
----
-2.18-0.132.05
205414.9113.20-1.71
----
-2.19-0.132.06
205514.9513.21-1.74
----
-2.20-0.132.07
205615.0013.21-1.78
----
-2.21-0.132.08
205715.0513.22-1.83
----
-2.22-0.132.09
205815.1013.22-1.88
----
-2.23-0.132.10
205915.1513.22-1.93
----
-2.24-0.132.11
206015.2013.23-1.97
----
-2.25-0.132.12
206115.2513.23-2.02
----
-2.26-0.132.13
206215.3013.24-2.06
----
-2.27-0.132.14
206315.3413.24-2.10
----
-2.29-0.132.15
206415.3813.24-2.14
----
-2.30-0.132.16
206515.4213.25-2.17
----
-2.31-0.142.18
206615.4613.25-2.21
----
-2.33-0.142.19
206715.4913.25-2.24
----
-2.34-0.142.20
206815.5313.26-2.28
----
-2.35-0.142.22
206915.5713.26-2.32
----
-2.37-0.142.23
207015.6213.26-2.36
----
-2.38-0.142.24
207115.6613.27-2.39
----
-2.40-0.142.26
207215.7013.27-2.43
----
-2.41-0.142.27
207315.7413.27-2.46
----
-2.43-0.142.28
207415.7713.27-2.50
----
-2.44-0.142.29
207515.8013.28-2.53
----
-2.45-0.152.31
207615.8213.28-2.55
----
-2.46-0.152.32
207715.8413.28-2.56
----
-2.47-0.152.33
207815.8413.28-2.56
----
-2.48-0.152.33
207915.8313.28-2.55
----
-2.49-0.152.34
208015.8113.28-2.53
----
-2.49-0.152.35
208115.7813.28-2.50
----
-2.50-0.152.35
208215.7413.28-2.47
----
-2.50-0.152.35
208315.7013.27-2.43
----
-2.50-0.152.35
208415.6613.27-2.38
----
-2.50-0.152.36
208515.6013.27-2.33
----
-2.50-0.152.35
208615.5413.27-2.28
----
-2.50-0.152.35
208715.4813.26-2.22
----
-2.50-0.152.35
208815.4213.26-2.16
----
-2.50-0.152.35
208915.3613.25-2.11
----
-2.49-0.152.34
209015.3113.25-2.06
----
-2.49-0.152.34
209115.2613.25-2.02
----
-2.48-0.152.33
209215.2313.24-1.98
----
-2.48-0.152.33
209315.2013.24-1.96
----
-2.47-0.152.32
209415.1913.24-1.94
----
-2.47-0.152.32
209515.1813.24-1.94
----
-2.46-0.152.32
209615.1813.24-1.94
----
-2.46-0.152.31
209715.1913.24-1.95
----
-2.46-0.152.31

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 15.27% 13.67% -1.60% 2039 -1.93% -0.11% 1.82%

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