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
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.00-0.00
203116.0013.21-2.79
60
0.000.00-0.00
203216.1513.24-2.91
43
0.000.00-0.00
203316.2713.25-3.02
25
0.000.00-0.00
203416.3913.26-3.13
7
0.010.00-0.01
203516.4913.27-3.22
----
0.010.00-0.01
203616.5713.28-3.29
----
0.010.00-0.01
203716.6513.28-3.37
----
0.010.00-0.01
203816.7113.29-3.42
----
0.010.00-0.01
203916.7613.29-3.47
----
0.010.00-0.01
204016.7913.30-3.50
----
0.010.00-0.01
204116.8213.30-3.51
----
0.010.00-0.01
204216.8213.30-3.52
----
0.010.00-0.01
204316.8313.30-3.53
----
0.000.00-0.00
204416.8413.31-3.53
----
-0.01-0.000.01
204516.8513.31-3.54
----
-0.01-0.000.01
204616.8613.31-3.55
----
-0.02-0.000.02
204716.8713.31-3.56
----
-0.03-0.000.03
204816.8813.31-3.57
----
-0.04-0.000.04
204916.9013.31-3.59
----
-0.05-0.000.05
205016.9213.32-3.61
----
-0.06-0.000.06
205116.9413.32-3.63
----
-0.07-0.000.07
205216.9813.32-3.65
----
-0.08-0.010.08
205317.0213.33-3.69
----
-0.09-0.010.09
205417.0613.33-3.73
----
-0.10-0.010.10
205517.1213.34-3.78
----
-0.11-0.010.11
205617.1813.34-3.84
----
-0.12-0.010.11
205717.2513.35-3.90
----
-0.13-0.010.12
205817.3213.35-3.97
----
-0.14-0.010.13
205917.3913.36-4.04
----
-0.14-0.010.14
206017.4713.36-4.10
----
-0.15-0.010.14
206117.5313.37-4.16
----
-0.16-0.010.15
206217.6013.38-4.22
----
-0.16-0.010.15
206317.6613.38-4.28
----
-0.17-0.010.16
206417.7113.38-4.33
----
-0.17-0.010.16
206517.7713.39-4.38
----
-0.18-0.010.17
206617.8213.39-4.43
----
-0.18-0.010.17
206717.8713.40-4.48
----
-0.18-0.010.17
206817.9313.40-4.53
----
-0.19-0.010.18
206917.9813.41-4.58
----
-0.19-0.010.18
207018.0413.41-4.63
----
-0.19-0.010.18
207118.0913.42-4.67
----
-0.19-0.010.18
207218.1413.42-4.72
----
-0.20-0.010.18
207318.1913.42-4.76
----
-0.20-0.010.18
207418.2313.43-4.80
----
-0.20-0.010.19
207518.2613.43-4.83
----
-0.20-0.010.19
207618.2913.43-4.85
----
-0.20-0.010.19
207718.3013.43-4.86
----
-0.20-0.010.19
207818.3013.44-4.86
----
-0.20-0.010.19
207918.2813.43-4.85
----
-0.21-0.010.19
208018.2613.43-4.83
----
-0.21-0.010.19
208118.2313.43-4.80
----
-0.21-0.010.19
208218.1913.43-4.76
----
-0.21-0.010.19
208318.1413.43-4.71
----
-0.21-0.010.19
208418.0813.42-4.66
----
-0.21-0.010.20
208518.0213.42-4.60
----
-0.21-0.010.20
208617.9513.42-4.53
----
-0.21-0.010.20
208717.8813.41-4.47
----
-0.21-0.010.20
208817.8113.41-4.40
----
-0.21-0.010.20
208917.7413.40-4.34
----
-0.21-0.010.20
209017.6813.40-4.28
----
-0.21-0.010.20
209117.6313.40-4.24
----
-0.21-0.010.20
209217.5913.39-4.20
----
-0.21-0.010.20
209317.5613.39-4.17
----
-0.21-0.010.20
209417.5413.39-4.15
----
-0.21-0.010.20
209517.5313.39-4.14
----
-0.21-0.010.20
209617.5313.39-4.14
----
-0.21-0.010.20
209717.5413.39-4.15
----
-0.21-0.010.20
209817.5613.39-4.16
----
-0.21-0.010.20

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 17.28% 13.77% -3.51% 2034 -0.10% -0.01% 0.10%

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