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
202414.8212.89-1.93
188
-0.050.000.05
202514.9412.98-1.96
169
-0.100.010.11
202615.0813.09-1.99
152
-0.150.010.16
202715.1713.10-2.07
135
-0.210.010.22
202815.2913.14-2.15
119
-0.270.010.28
202915.3913.17-2.22
103
-0.330.010.34
203015.4813.20-2.29
87
-0.390.010.40
203115.5313.23-2.30
72
-0.480.010.49
203215.5913.25-2.34
57
-0.560.010.57
203315.6513.26-2.39
42
-0.620.010.63
203415.7113.26-2.45
26
-0.670.000.67
203515.7713.27-2.50
11
-0.710.000.71
203615.8313.28-2.56
----
-0.730.000.73
203715.8913.28-2.61
----
-0.75-0.000.74
203815.9313.28-2.64
----
-0.77-0.000.76
203915.9513.29-2.67
----
-0.79-0.010.79
204015.9613.29-2.68
----
-0.82-0.010.81
204115.9713.29-2.68
----
-0.84-0.010.83
204215.9613.29-2.67
----
-0.86-0.010.85
204315.9513.29-2.66
----
-0.88-0.010.87
204415.9413.29-2.65
----
-0.90-0.010.89
204515.9413.29-2.64
----
-0.92-0.010.91
204615.9413.30-2.64
----
-0.95-0.010.93
204715.9413.30-2.64
----
-0.96-0.020.95
204815.9413.30-2.64
----
-0.98-0.020.97
204915.9513.30-2.65
----
-1.00-0.020.99
205015.9613.30-2.66
----
-1.02-0.021.01
205115.9713.31-2.67
----
-1.04-0.021.03
205216.0013.31-2.69
----
-1.06-0.021.04
205316.0313.31-2.72
----
-1.08-0.021.06
205416.0713.32-2.76
----
-1.09-0.021.07
205516.1313.32-2.80
----
-1.11-0.021.08
205616.1913.33-2.86
----
-1.12-0.021.10
205716.2513.33-2.92
----
-1.13-0.021.11
205816.3213.34-2.99
----
-1.13-0.021.11
205916.4013.34-3.06
----
-1.14-0.021.12
206016.4713.35-3.12
----
-1.14-0.021.12
206116.5513.36-3.19
----
-1.14-0.021.12
206216.6213.36-3.26
----
-1.14-0.021.12
206316.6813.37-3.31
----
-1.14-0.021.12
206416.7413.37-3.37
----
-1.15-0.031.12
206516.8013.37-3.42
----
-1.15-0.031.12
206616.8513.38-3.47
----
-1.15-0.031.12
206716.9113.38-3.52
----
-1.15-0.031.13
206816.9613.39-3.57
----
-1.16-0.031.13
206917.0113.39-3.62
----
-1.16-0.031.13
207017.0713.40-3.67
----
-1.17-0.031.14
207117.1213.40-3.72
----
-1.17-0.031.14
207217.1713.41-3.76
----
-1.17-0.031.14
207317.2213.41-3.81
----
-1.17-0.031.14
207417.2613.41-3.85
----
-1.16-0.031.14
207517.3013.42-3.89
----
-1.16-0.031.14
207617.3313.42-3.91
----
-1.16-0.031.13
207717.3513.42-3.93
----
-1.16-0.031.13
207817.3513.42-3.93
----
-1.15-0.031.12
207917.3413.42-3.92
----
-1.15-0.031.12
208017.3313.42-3.91
----
-1.14-0.031.11
208117.3013.42-3.88
----
-1.13-0.031.11
208217.2713.41-3.85
----
-1.13-0.031.10
208317.2213.41-3.81
----
-1.12-0.031.09
208417.1713.41-3.76
----
-1.12-0.031.09
208517.1213.41-3.71
----
-1.11-0.031.08
208617.0613.40-3.66
----
-1.10-0.031.07
208716.9913.40-3.60
----
-1.10-0.031.07
208816.9313.39-3.53
----
-1.09-0.031.07
208916.8613.39-3.47
----
-1.09-0.031.06
209016.8013.38-3.42
----
-1.09-0.031.06
209116.7513.38-3.37
----
-1.09-0.031.06
209216.7113.38-3.33
----
-1.09-0.031.06
209316.6813.38-3.30
----
-1.09-0.031.07
209416.6513.38-3.28
----
-1.10-0.031.07
209516.6413.38-3.27
----
-1.10-0.031.07
209616.6413.38-3.26
----
-1.11-0.031.08
209716.6413.38-3.27
----
-1.11-0.031.08
209816.6613.38-3.28
----
-1.11-0.031.08

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 16.46% 13.76% -2.70% 2035 -0.92% -0.02% 0.91%

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