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
202715.3713.09-2.28
131
-0.01-0.000.01
202815.5413.13-2.41
114
-0.02-0.000.02
202915.6913.16-2.53
96
-0.03-0.000.02
203015.8313.18-2.65
79
-0.04-0.000.04
203115.9513.21-2.74
61
-0.06-0.000.05
203216.0713.23-2.83
44
-0.08-0.000.08
203316.1613.24-2.92
26
-0.11-0.000.10
203416.2513.25-2.99
9
-0.14-0.010.13
203516.3113.26-3.05
----
-0.17-0.010.16
203616.3513.26-3.09
----
-0.20-0.010.19
203716.3913.27-3.12
----
-0.24-0.010.23
203816.4213.27-3.14
----
-0.28-0.010.26
203916.4313.28-3.16
----
-0.31-0.020.30
204016.4313.28-3.15
----
-0.35-0.020.33
204116.4213.28-3.14
----
-0.38-0.020.36
204216.4013.28-3.12
----
-0.42-0.020.40
204316.3813.28-3.10
----
-0.45-0.020.43
204416.3613.28-3.08
----
-0.48-0.020.46
204516.3513.28-3.07
----
-0.51-0.030.49
204616.3413.28-3.05
----
-0.55-0.030.52
204716.3313.28-3.04
----
-0.58-0.030.55
204816.3213.28-3.04
----
-0.60-0.030.57
204916.3213.28-3.04
----
-0.63-0.030.60
205016.3313.29-3.04
----
-0.66-0.040.63
205116.3313.29-3.04
----
-0.69-0.040.65
205216.3513.29-3.06
----
-0.71-0.040.67
205316.3713.29-3.08
----
-0.74-0.040.70
205416.4113.30-3.11
----
-0.76-0.040.72
205516.4513.30-3.15
----
-0.78-0.040.74
205616.5013.30-3.20
----
-0.80-0.040.76
205716.5613.31-3.25
----
-0.82-0.050.77
205816.6213.31-3.31
----
-0.84-0.050.79
205916.6913.32-3.37
----
-0.85-0.050.80
206016.7513.33-3.43
----
-0.87-0.050.82
206116.8113.33-3.48
----
-0.88-0.050.83
206216.8713.34-3.54
----
-0.89-0.050.84
206316.9313.34-3.59
----
-0.90-0.050.85
206416.9813.34-3.64
----
-0.90-0.050.85
206517.0313.35-3.69
----
-0.91-0.050.86
206617.0913.35-3.73
----
-0.92-0.050.87
206717.1413.36-3.78
----
-0.92-0.050.87
206817.1913.36-3.83
----
-0.93-0.050.87
206917.2413.37-3.88
----
-0.93-0.050.88
207017.2913.37-3.92
----
-0.94-0.050.88
207117.3413.37-3.97
----
-0.94-0.050.89
207217.3913.38-4.01
----
-0.94-0.050.89
207317.4413.38-4.05
----
-0.95-0.050.89
207417.4813.39-4.09
----
-0.95-0.050.90
207517.5113.39-4.12
----
-0.95-0.050.90
207617.5313.39-4.14
----
-0.96-0.050.90
207717.5513.39-4.15
----
-0.96-0.050.90
207817.5513.39-4.15
----
-0.96-0.050.90
207917.5313.39-4.14
----
-0.96-0.050.90
208017.5113.39-4.12
----
-0.96-0.050.90
208117.4813.39-4.09
----
-0.95-0.050.90
208217.4413.39-4.05
----
-0.95-0.050.90
208317.3913.39-4.01
----
-0.95-0.050.90
208417.3413.38-3.96
----
-0.95-0.050.89
208517.2813.38-3.90
----
-0.95-0.050.89
208617.2213.38-3.84
----
-0.94-0.050.89
208717.1513.37-3.78
----
-0.94-0.050.88
208817.0813.37-3.72
----
-0.94-0.050.88
208917.0213.36-3.66
----
-0.93-0.050.88
209016.9613.36-3.60
----
-0.93-0.050.88
209116.9113.36-3.56
----
-0.93-0.050.87
209216.8713.35-3.52
----
-0.93-0.050.87
209316.8513.35-3.49
----
-0.92-0.050.87
209416.8313.35-3.48
----
-0.92-0.050.87
209516.8213.35-3.47
----
-0.92-0.050.87
209616.8213.35-3.47
----
-0.92-0.050.87
209716.8313.35-3.48
----
-0.92-0.050.87
209816.8513.35-3.49
----
-0.93-0.050.87

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 16.76% 13.74% -3.01% 2034 -0.63% -0.03% 0.59%

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