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
202414.4512.95-1.49
194
0.000.000.00
202514.6612.97-1.69
177
0.000.000.00
202614.8813.08-1.80
160
0.000.000.00
202715.1013.10-2.00
143
0.000.000.00
202815.3313.14-2.19
126
0.000.000.00
202915.5313.17-2.35
109
-0.00-0.000.00
203015.7213.20-2.52
91
-0.00-0.000.00
203115.9013.23-2.67
74
-0.01-0.000.01
203216.0613.24-2.81
57
-0.01-0.000.01
203316.1913.26-2.93
39
-0.02-0.000.02
203416.2913.26-3.03
22
-0.03-0.000.03
203516.3713.27-3.10
4
-0.05-0.000.04
203616.4313.28-3.16
----
-0.07-0.000.06
203716.4913.28-3.20
----
-0.09-0.000.09
203816.5213.29-3.23
----
-0.12-0.010.12
203916.5313.29-3.24
----
-0.16-0.010.15
204016.5213.29-3.23
----
-0.20-0.010.19
204116.5013.29-3.21
----
-0.24-0.010.23
204216.4813.29-3.19
----
-0.29-0.020.27
204316.4413.29-3.16
----
-0.34-0.020.32
204416.4113.29-3.12
----
-0.39-0.020.37
204516.3713.28-3.08
----
-0.45-0.020.43
204616.3213.28-3.04
----
-0.52-0.030.49
204716.2813.28-3.00
----
-0.59-0.030.55
204816.2313.28-2.95
----
-0.66-0.040.62
204916.1913.28-2.91
----
-0.73-0.040.69
205016.1413.27-2.87
----
-0.81-0.040.76
205116.1013.27-2.82
----
-0.89-0.050.84
205216.0513.27-2.78
----
-0.97-0.050.91
205316.0013.27-2.73
----
-1.05-0.060.99
205415.9613.27-2.69
----
-1.14-0.061.07
205515.9213.27-2.66
----
-1.22-0.071.16
205615.8913.27-2.62
----
-1.31-0.071.24
205715.8613.26-2.59
----
-1.40-0.081.32
205815.8313.26-2.56
----
-1.49-0.091.41
205915.8013.26-2.54
----
-1.59-0.091.50
206015.7713.26-2.51
----
-1.68-0.101.58
206115.7413.26-2.48
----
-1.77-0.101.67
206215.7113.26-2.45
----
-1.86-0.111.75
206315.6813.26-2.42
----
-1.95-0.111.84
206415.6413.26-2.38
----
-2.04-0.121.92
206515.6013.26-2.35
----
-2.13-0.122.00
206615.5713.26-2.31
----
-2.21-0.132.09
206715.5313.26-2.28
----
-2.30-0.132.17
206815.5013.26-2.24
----
-2.39-0.142.25
206915.4713.25-2.21
----
-2.48-0.142.33
207015.4413.25-2.18
----
-2.56-0.152.41
207115.4113.25-2.15
----
-2.65-0.162.50
207215.3713.25-2.12
----
-2.74-0.162.58
207315.3413.25-2.09
----
-2.82-0.172.66
207415.3013.25-2.05
----
-2.91-0.172.74
207515.2613.25-2.01
----
-3.00-0.182.82
207615.2113.24-1.96
----
-3.08-0.182.90
207715.1513.24-1.91
----
-3.16-0.192.97
207815.0813.24-1.85
----
-3.24-0.193.04
207915.0113.23-1.77
----
-3.31-0.203.11
208014.9213.23-1.69
----
-3.38-0.203.18
208114.8313.22-1.61
----
-3.45-0.203.24
208214.7313.22-1.51
----
-3.51-0.213.30
208314.6313.21-1.42
----
-3.58-0.213.36
208414.5213.21-1.32
----
-3.64-0.223.42
208514.4113.20-1.21
----
-3.69-0.223.48
208614.3013.19-1.11
----
-3.75-0.223.53
208714.1813.19-0.99
----
-3.80-0.233.58
208814.0613.18-0.88
----
-3.85-0.233.63
208913.9513.17-0.78
----
-3.90-0.233.67
209013.8413.16-0.67
----
-3.96-0.233.72
209113.7313.16-0.58
----
-4.01-0.243.77
209213.6413.15-0.49
----
-4.06-0.243.82
209313.5513.15-0.41
----
-4.12-0.243.88
209413.4713.14-0.33
----
-4.18-0.253.93
209513.4013.14-0.27
----
-4.24-0.253.99
209613.3413.13-0.21
----
-4.30-0.254.05
209713.2813.13-0.15
----
-4.36-0.264.11

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 15.60% 13.69% -1.92% 2035 -1.60% -0.09% 1.50%

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