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
-0.00-0.000.00
202515.0412.97-2.07
168
-0.00-0.000.00
202615.2313.08-2.15
149
-0.00-0.000.00
202715.3813.09-2.29
131
-0.00-0.000.00
202815.5513.13-2.42
114
-0.00-0.000.00
202915.7213.16-2.55
96
-0.00-0.000.00
203015.8713.18-2.68
78
-0.00-0.000.00
203116.0013.21-2.78
61
-0.01-0.000.01
203216.1313.24-2.90
43
-0.01-0.000.01
203316.2513.25-3.01
25
-0.01-0.000.01
203416.3613.26-3.11
7
-0.02-0.000.02
203516.4513.27-3.19
----
-0.02-0.000.02
203616.5313.27-3.25
----
-0.03-0.000.03
203716.6013.28-3.32
----
-0.03-0.000.03
203816.6613.29-3.37
----
-0.04-0.000.04
203916.7013.29-3.41
----
-0.05-0.000.04
204016.7313.29-3.43
----
-0.05-0.000.05
204116.7413.30-3.45
----
-0.06-0.000.06
204216.7513.30-3.45
----
-0.07-0.000.06
204316.7613.30-3.46
----
-0.07-0.000.07
204416.7713.30-3.46
----
-0.08-0.000.08
204516.7813.30-3.47
----
-0.09-0.010.08
204616.7913.30-3.48
----
-0.09-0.010.09
204716.8113.31-3.50
----
-0.10-0.010.09
204816.8213.31-3.51
----
-0.10-0.010.10
204916.8513.31-3.54
----
-0.11-0.010.10
205016.8713.31-3.56
----
-0.11-0.010.11
205116.9013.32-3.58
----
-0.12-0.010.11
205216.9413.32-3.62
----
-0.12-0.010.11
205316.9813.32-3.66
----
-0.12-0.010.12
205417.0413.33-3.71
----
-0.13-0.010.12
205517.1013.33-3.77
----
-0.13-0.010.12
205617.1713.34-3.83
----
-0.13-0.010.12
205717.2413.35-3.90
----
-0.14-0.010.13
205817.3213.35-3.97
----
-0.14-0.010.13
205917.4013.36-4.04
----
-0.14-0.010.13
206017.4813.36-4.11
----
-0.14-0.010.13
206117.5513.37-4.18
----
-0.14-0.010.13
206217.6213.38-4.24
----
-0.14-0.010.13
206317.6813.38-4.30
----
-0.14-0.010.13
206417.7413.39-4.35
----
-0.14-0.010.13
206517.8013.39-4.41
----
-0.14-0.010.14
206617.8613.40-4.46
----
-0.14-0.010.14
206717.9213.40-4.51
----
-0.14-0.010.14
206817.9713.41-4.57
----
-0.14-0.010.14
206918.0313.41-4.62
----
-0.14-0.010.14
207018.0913.41-4.67
----
-0.15-0.010.14
207118.1413.42-4.72
----
-0.15-0.010.14
207218.1913.42-4.77
----
-0.15-0.010.14
207318.2413.43-4.81
----
-0.15-0.010.14
207418.2813.43-4.85
----
-0.15-0.010.14
207518.3213.43-4.88
----
-0.15-0.010.14
207618.3413.44-4.91
----
-0.15-0.010.14
207718.3613.44-4.92
----
-0.15-0.010.14
207818.3613.44-4.92
----
-0.15-0.010.14
207918.3413.44-4.90
----
-0.15-0.010.14
208018.3213.44-4.88
----
-0.15-0.010.14
208118.2913.44-4.85
----
-0.15-0.010.14
208218.2513.43-4.81
----
-0.15-0.010.14
208318.2013.43-4.77
----
-0.15-0.010.14
208418.1413.43-4.72
----
-0.15-0.010.14
208518.0813.42-4.66
----
-0.15-0.010.14
208618.0213.42-4.60
----
-0.14-0.010.14
208717.9513.42-4.53
----
-0.14-0.010.13
208817.8813.41-4.46
----
-0.14-0.010.13
208917.8113.41-4.40
----
-0.14-0.010.13
209017.7513.40-4.35
----
-0.14-0.010.13
209117.7013.40-4.30
----
-0.14-0.010.13
209217.6613.40-4.26
----
-0.14-0.010.13
209317.6313.40-4.23
----
-0.14-0.010.13
209417.6113.40-4.22
----
-0.14-0.010.13
209517.6013.40-4.21
----
-0.14-0.010.13
209617.6013.40-4.21
----
-0.14-0.010.13
209717.6113.40-4.22
----
-0.14-0.010.13
209817.6313.40-4.23
----
-0.14-0.010.13

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% 0.09%

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