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
202314.5313.29-1.24
204
0.000.000.00
202414.8712.89-1.98
187
-0.000.000.00
202515.0412.97-2.07
168
0.000.000.00
202615.4413.09-2.34
147
0.200.01-0.19
202715.5913.10-2.49
128
0.210.01-0.20
202815.7713.14-2.63
110
0.220.01-0.20
202915.9413.17-2.77
91
0.220.01-0.21
203016.1013.20-2.90
72
0.230.01-0.22
203116.2413.23-3.01
54
0.230.01-0.22
203216.3813.25-3.13
35
0.240.01-0.23
203316.5113.26-3.25
16
0.240.01-0.23
203416.6313.27-3.36
----
0.250.01-0.23
203516.7313.28-3.45
----
0.250.01-0.24
203616.8113.29-3.53
----
0.260.01-0.24
203716.9013.30-3.60
----
0.260.02-0.25
203816.9613.30-3.66
----
0.270.02-0.25
203917.0213.31-3.71
----
0.270.02-0.25
204017.0613.31-3.74
----
0.270.02-0.26
204117.0813.32-3.77
----
0.280.02-0.26
204217.1013.32-3.78
----
0.280.02-0.26
204317.1113.32-3.79
----
0.280.02-0.27
204417.1313.32-3.81
----
0.290.02-0.27
204517.1513.32-3.83
----
0.290.02-0.27
204617.1713.33-3.84
----
0.290.02-0.27
204717.1913.33-3.86
----
0.290.02-0.27
204817.2213.33-3.89
----
0.290.02-0.27
204917.2513.34-3.91
----
0.290.02-0.28
205017.2813.34-3.94
----
0.290.02-0.28
205117.3113.34-3.97
----
0.290.02-0.28
205217.3513.35-4.01
----
0.290.02-0.28
205317.4013.35-4.05
----
0.290.02-0.28
205417.4613.35-4.10
----
0.290.02-0.28
205517.5213.36-4.16
----
0.290.02-0.27
205617.5913.37-4.23
----
0.290.02-0.27
205717.6713.37-4.30
----
0.290.02-0.28
205817.7513.38-4.37
----
0.290.02-0.28
205917.8313.38-4.45
----
0.300.02-0.28
206017.9213.39-4.52
----
0.300.02-0.28
206117.9913.40-4.59
----
0.300.02-0.28
206218.0613.40-4.66
----
0.300.02-0.29
206318.1313.41-4.72
----
0.310.02-0.29
206418.1913.41-4.78
----
0.310.02-0.29
206518.2613.42-4.84
----
0.310.02-0.29
206618.3213.42-4.90
----
0.320.02-0.30
206718.3813.43-4.95
----
0.320.02-0.30
206818.4413.43-5.01
----
0.320.02-0.30
206918.5013.44-5.06
----
0.330.02-0.31
207018.5613.44-5.12
----
0.330.02-0.31
207118.6213.45-5.17
----
0.340.02-0.32
207218.6713.45-5.22
----
0.340.02-0.32
207318.7313.46-5.27
----
0.340.02-0.32
207418.7713.46-5.31
----
0.340.02-0.32
207518.8113.46-5.35
----
0.350.02-0.33
207618.8413.47-5.37
----
0.350.02-0.33
207718.8513.47-5.38
----
0.350.02-0.33
207818.8613.47-5.39
----
0.350.02-0.33
207918.8413.47-5.37
----
0.350.02-0.33
208018.8213.47-5.35
----
0.350.02-0.33
208118.7913.47-5.32
----
0.360.02-0.33
208218.7513.46-5.28
----
0.360.02-0.33
208318.7013.46-5.24
----
0.360.02-0.33
208418.6513.46-5.19
----
0.360.02-0.34
208518.5913.46-5.13
----
0.360.02-0.34
208618.5213.45-5.07
----
0.360.02-0.34
208718.4513.45-5.00
----
0.360.02-0.34
208818.3813.44-4.94
----
0.360.02-0.34
208918.3113.44-4.88
----
0.360.02-0.34
209018.2513.43-4.82
----
0.360.02-0.34
209118.2013.43-4.77
----
0.360.02-0.34
209218.1613.43-4.73
----
0.360.02-0.34
209318.1313.43-4.70
----
0.360.02-0.34
209418.1113.43-4.68
----
0.360.02-0.34
209518.1013.43-4.68
----
0.360.02-0.34
209618.1013.43-4.67
----
0.360.02-0.33
209718.1113.43-4.68
----
0.350.02-0.33
209818.1213.43-4.70
----
0.350.02-0.33

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
2023-2097 17.67% 13.79% -3.88% 2033 0.29% 0.02% -0.27%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2023 Trustees Report.