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
-0.00-0.000.00
202615.2313.08-2.15
149
-0.00-0.000.00
202715.3813.09-2.28
131
-0.00-0.000.00
202815.5513.13-2.42
114
-0.01-0.000.01
202915.7113.16-2.55
96
-0.01-0.000.01
203015.8513.18-2.67
78
-0.02-0.000.02
203115.9813.21-2.76
61
-0.03-0.000.03
203216.1013.24-2.87
43
-0.04-0.000.04
203316.2113.25-2.96
26
-0.06-0.000.06
203416.3013.25-3.05
8
-0.08-0.000.08
203516.3713.26-3.11
----
-0.10-0.010.10
203616.4313.27-3.16
----
-0.13-0.010.12
203716.4813.27-3.21
----
-0.15-0.010.15
203816.5113.28-3.24
----
-0.18-0.010.17
203916.5413.28-3.26
----
-0.21-0.010.20
204016.5513.28-3.27
----
-0.23-0.010.22
204116.5513.28-3.26
----
-0.26-0.010.24
204216.5413.29-3.25
----
-0.28-0.020.26
204316.5313.29-3.24
----
-0.30-0.020.29
204416.5213.29-3.23
----
-0.32-0.020.31
204516.5213.29-3.23
----
-0.35-0.020.33
204616.5113.29-3.23
----
-0.37-0.020.34
204716.5213.29-3.23
----
-0.39-0.020.36
204816.5213.29-3.23
----
-0.40-0.020.38
204916.5313.29-3.24
----
-0.42-0.020.40
205016.5513.30-3.25
----
-0.44-0.030.41
205116.5613.30-3.27
----
-0.45-0.030.43
205216.5913.30-3.29
----
-0.47-0.030.44
205316.6313.30-3.32
----
-0.48-0.030.45
205416.6713.31-3.36
----
-0.49-0.030.46
205516.7313.31-3.41
----
-0.51-0.030.48
205616.7913.32-3.47
----
-0.52-0.030.49
205716.8513.32-3.53
----
-0.53-0.030.49
205816.9213.33-3.59
----
-0.54-0.030.50
205917.0013.33-3.66
----
-0.54-0.030.51
206017.0713.34-3.73
----
-0.55-0.030.52
206117.1313.35-3.79
----
-0.56-0.030.52
206217.2013.35-3.85
----
-0.56-0.030.53
206317.2613.36-3.90
----
-0.57-0.030.53
206417.3113.36-3.95
----
-0.57-0.030.54
206517.3713.37-4.01
----
-0.57-0.030.54
206617.4313.37-4.06
----
-0.58-0.040.54
206717.4813.37-4.11
----
-0.58-0.040.54
206817.5313.38-4.15
----
-0.58-0.040.55
206917.5913.38-4.21
----
-0.59-0.040.55
207017.6413.39-4.26
----
-0.59-0.040.55
207117.6913.39-4.30
----
-0.59-0.040.55
207217.7413.40-4.35
----
-0.59-0.040.56
207317.7913.40-4.39
----
-0.59-0.040.56
207417.8313.40-4.43
----
-0.60-0.040.56
207517.8713.41-4.46
----
-0.60-0.040.56
207617.8913.41-4.48
----
-0.60-0.040.56
207717.9013.41-4.49
----
-0.60-0.040.56
207817.9013.41-4.49
----
-0.60-0.040.56
207917.8913.41-4.48
----
-0.60-0.040.56
208017.8713.41-4.46
----
-0.60-0.040.56
208117.8313.41-4.43
----
-0.60-0.040.56
208217.8013.41-4.39
----
-0.60-0.040.56
208317.7513.40-4.34
----
-0.60-0.040.56
208417.6913.40-4.29
----
-0.60-0.040.56
208517.6313.40-4.24
----
-0.59-0.040.56
208617.5713.39-4.17
----
-0.59-0.040.56
208717.5013.39-4.11
----
-0.59-0.040.55
208817.4313.38-4.05
----
-0.59-0.040.55
208917.3713.38-3.99
----
-0.59-0.040.55
209017.3113.38-3.93
----
-0.58-0.040.55
209117.2613.37-3.89
----
-0.58-0.040.55
209217.2213.37-3.85
----
-0.58-0.040.55
209317.1913.37-3.82
----
-0.58-0.040.54
209417.1713.37-3.80
----
-0.58-0.040.54
209517.1613.37-3.80
----
-0.58-0.040.54
209617.1613.37-3.80
----
-0.58-0.040.54
209717.1713.37-3.80
----
-0.58-0.040.55
209817.1913.37-3.82
----
-0.58-0.040.55

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 16.98% 13.75% -3.23% 2034 -0.40% -0.02% 0.37%

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