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
202515.0012.97-2.03
168
-0.04-0.000.04
202615.1513.08-2.07
150
-0.09-0.000.08
202715.2513.09-2.16
133
-0.13-0.010.12
202815.3813.12-2.26
116
-0.17-0.010.17
202915.5013.15-2.35
100
-0.22-0.010.21
203015.6113.17-2.44
83
-0.26-0.010.25
203115.7013.20-2.51
67
-0.30-0.020.29
203215.8013.22-2.59
51
-0.34-0.020.32
203315.8913.23-2.66
34
-0.38-0.020.36
203415.9713.24-2.73
18
-0.41-0.020.39
203516.0313.24-2.79
1
-0.45-0.030.42
203616.0813.25-2.83
----
-0.48-0.030.45
203716.1313.25-2.87
----
-0.51-0.030.48
203816.1613.26-2.90
----
-0.54-0.030.51
203916.1813.26-2.92
----
-0.56-0.030.53
204016.1913.26-2.93
----
-0.59-0.030.55
204116.2013.26-2.93
----
-0.61-0.030.57
204216.1913.27-2.92
----
-0.63-0.040.59
204316.1913.27-2.92
----
-0.64-0.040.61
204416.1913.27-2.92
----
-0.66-0.040.62
204516.1913.27-2.92
----
-0.67-0.040.64
204616.1913.27-2.92
----
-0.69-0.040.65
204716.2113.27-2.93
----
-0.70-0.040.66
204816.2213.27-2.95
----
-0.71-0.040.67
204916.2413.28-2.96
----
-0.72-0.040.67
205016.2613.28-2.99
----
-0.72-0.040.68
205116.2913.28-3.01
----
-0.73-0.040.69
205216.3313.28-3.04
----
-0.73-0.040.69
205316.3713.29-3.08
----
-0.74-0.040.70
205416.4213.29-3.13
----
-0.74-0.040.70
205516.4813.30-3.18
----
-0.75-0.040.70
205616.5513.30-3.25
----
-0.75-0.040.71
205716.6213.31-3.31
----
-0.76-0.040.71
205816.7013.32-3.38
----
-0.76-0.040.72
205916.7713.32-3.45
----
-0.77-0.050.72
206016.8513.33-3.52
----
-0.77-0.050.73
206116.9113.33-3.58
----
-0.78-0.050.73
206216.9813.34-3.64
----
-0.78-0.050.74
206317.0413.34-3.69
----
-0.79-0.050.74
206417.0913.35-3.74
----
-0.79-0.050.75
206517.1513.35-3.79
----
-0.80-0.050.75
206617.2013.36-3.84
----
-0.80-0.050.76
206717.2513.36-3.89
----
-0.81-0.050.76
206817.3013.37-3.94
----
-0.81-0.050.76
206917.3513.37-3.99
----
-0.82-0.050.77
207017.4113.37-4.03
----
-0.82-0.050.77
207117.4513.38-4.08
----
-0.83-0.050.78
207217.5013.38-4.12
----
-0.83-0.050.78
207317.5413.39-4.16
----
-0.84-0.050.79
207417.5813.39-4.20
----
-0.84-0.050.79
207517.6213.39-4.22
----
-0.85-0.050.80
207617.6413.39-4.24
----
-0.85-0.050.80
207717.6513.40-4.25
----
-0.86-0.050.80
207817.6513.40-4.25
----
-0.86-0.050.81
207917.6313.40-4.23
----
-0.86-0.050.81
208017.6013.39-4.21
----
-0.86-0.050.81
208117.5713.39-4.18
----
-0.86-0.050.81
208217.5313.39-4.14
----
-0.86-0.050.81
208317.4813.39-4.09
----
-0.86-0.050.81
208417.4213.39-4.04
----
-0.86-0.050.81
208517.3613.38-3.98
----
-0.86-0.050.81
208617.3013.38-3.92
----
-0.86-0.050.81
208717.2313.37-3.86
----
-0.86-0.050.81
208817.1613.37-3.79
----
-0.86-0.050.81
208917.1013.36-3.73
----
-0.86-0.050.81
209017.0413.36-3.68
----
-0.86-0.050.80
209116.9913.36-3.63
----
-0.85-0.050.80
209216.9513.36-3.59
----
-0.85-0.050.80
209316.9213.35-3.57
----
-0.85-0.050.80
209416.9013.35-3.55
----
-0.85-0.050.80
209516.9013.35-3.54
----
-0.85-0.050.80
209616.9013.35-3.54
----
-0.85-0.050.80
209716.9113.35-3.55
----
-0.85-0.050.80
209816.9213.35-3.57
----
-0.85-0.050.80

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 16.72% 13.74% -2.99% 2035 -0.66% -0.04% 0.62%

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