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
202314.3113.19-1.11
211
0.000.160.16
202414.4513.26-1.19
195
-0.000.300.30
202514.6613.40-1.26
180
-0.000.430.43
202614.8913.63-1.25
165
0.000.550.55
202715.1013.76-1.34
152
0.000.660.66
202815.3313.90-1.43
139
0.000.760.76
202915.5314.03-1.51
126
0.010.850.85
203015.7314.14-1.59
114
0.010.940.93
203115.9214.25-1.67
102
0.011.021.01
203216.0914.34-1.74
90
0.021.101.08
203316.2314.36-1.87
78
0.021.101.08
203416.3514.37-1.99
67
0.031.101.07
203516.4614.38-2.08
55
0.041.111.07
203616.5514.39-2.16
43
0.051.111.06
203716.6314.40-2.24
30
0.061.111.05
203816.7114.41-2.30
17
0.071.111.05
203916.7714.41-2.35
4
0.081.121.04
204016.8114.42-2.39
----
0.091.121.03
204116.8414.42-2.42
----
0.101.121.02
204216.8814.43-2.45
----
0.111.131.01
204316.9114.43-2.48
----
0.131.131.00
204416.9514.44-2.51
----
0.141.130.99
204516.9814.44-2.54
----
0.161.140.98
204617.0114.45-2.56
----
0.171.140.97
204717.0514.45-2.60
----
0.191.140.95
204817.1014.46-2.64
----
0.211.150.94
204917.1414.47-2.68
----
0.231.150.92
205017.1914.47-2.72
----
0.251.150.91
205117.2514.48-2.77
----
0.271.160.89
205217.3014.48-2.82
----
0.291.160.87
205317.3614.49-2.87
----
0.311.160.86
205417.4314.50-2.93
----
0.331.170.84
205517.5014.50-2.99
----
0.351.170.82
205617.5714.51-3.06
----
0.371.170.80
205717.6614.52-3.14
----
0.391.180.78
205817.7414.53-3.21
----
0.421.180.76
205917.8314.54-3.29
----
0.441.180.74
206017.9114.55-3.37
----
0.461.190.72
206118.0014.55-3.44
----
0.491.190.70
206218.0814.56-3.52
----
0.511.190.68
206318.1614.57-3.59
----
0.531.200.66
206418.2314.58-3.66
----
0.551.200.64
206518.3114.59-3.72
----
0.581.200.63
206618.3814.59-3.79
----
0.601.210.61
206718.4514.60-3.85
----
0.621.210.59
206818.5314.61-3.92
----
0.641.210.57
206918.6114.62-3.99
----
0.661.220.56
207018.6814.62-4.06
----
0.681.220.54
207118.7614.63-4.13
----
0.701.220.52
207218.8314.64-4.19
----
0.721.230.51
207318.9014.64-4.25
----
0.741.230.49
207418.9614.65-4.31
----
0.751.230.48
207519.0214.66-4.36
----
0.771.230.47
207619.0714.66-4.41
----
0.781.240.46
207719.1014.67-4.44
----
0.791.240.45
207819.1214.67-4.46
----
0.801.240.44
207919.1314.67-4.46
----
0.811.240.43
208019.1214.67-4.45
----
0.821.240.42
208119.1114.67-4.43
----
0.831.250.42
208219.0814.67-4.41
----
0.841.250.41
208319.0414.67-4.37
----
0.841.250.41
208419.0014.67-4.33
----
0.841.250.41
208518.9514.67-4.28
----
0.851.250.40
208618.8914.66-4.23
----
0.851.250.40
208718.8314.66-4.17
----
0.851.250.40
208818.7614.66-4.11
----
0.851.250.40
208918.7014.65-4.05
----
0.851.250.40
209018.6414.65-3.99
----
0.851.250.41
209118.5914.65-3.94
----
0.851.250.41
209218.5514.65-3.90
----
0.851.250.41
209318.5214.65-3.87
----
0.851.260.41
209418.5014.64-3.86
----
0.851.260.41
209518.4914.64-3.85
----
0.851.260.41
209618.4914.65-3.84
----
0.851.260.41
209718.5014.65-3.85
----
0.851.260.41

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 17.60% 14.87% -2.73% 2039 0.40% 1.09% 0.69%

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