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
202414.8612.89-1.97
187
-0.010.000.01
202515.0312.97-2.05
168
-0.020.000.02
202615.2113.08-2.13
150
-0.030.000.03
202715.3513.10-2.25
132
-0.030.000.03
202815.5113.13-2.38
114
-0.040.000.04
202915.6713.16-2.50
97
-0.050.000.05
203015.8113.19-2.62
80
-0.060.000.06
203115.9313.21-2.72
62
-0.070.000.08
203216.0513.24-2.81
45
-0.090.000.09
203316.1613.25-2.91
27
-0.110.000.11
203416.2613.26-3.00
10
-0.120.000.13
203516.3413.27-3.07
----
-0.140.000.14
203616.4113.27-3.13
----
-0.150.000.15
203716.4813.28-3.19
----
-0.160.000.16
203816.5213.29-3.23
----
-0.18-0.000.18
203916.5513.29-3.26
----
-0.20-0.000.19
204016.5713.30-3.27
----
-0.21-0.000.21
204116.5713.30-3.27
----
-0.23-0.000.23
204216.5613.30-3.26
----
-0.25-0.000.25
204316.5513.30-3.25
----
-0.28-0.000.27
204416.5513.30-3.25
----
-0.30-0.000.29
204516.5413.30-3.24
----
-0.32-0.000.32
204616.5413.31-3.23
----
-0.34-0.000.34
204716.5413.31-3.23
----
-0.36-0.000.36
204816.5413.31-3.23
----
-0.39-0.000.38
204916.5413.31-3.23
----
-0.41-0.000.41
205016.5513.32-3.23
----
-0.44-0.010.43
205116.5513.32-3.23
----
-0.47-0.010.46
205216.5613.32-3.24
----
-0.50-0.010.49
205316.5813.32-3.26
----
-0.53-0.010.52
205416.6113.33-3.28
----
-0.56-0.010.55
205516.6413.33-3.31
----
-0.59-0.010.58
205616.6813.34-3.34
----
-0.62-0.010.61
205716.7213.34-3.38
----
-0.66-0.010.65
205816.7713.35-3.42
----
-0.69-0.010.68
205916.8313.36-3.47
----
-0.71-0.010.70
206016.8813.36-3.52
----
-0.74-0.010.73
206116.9313.37-3.57
----
-0.76-0.010.75
206216.9813.37-3.61
----
-0.78-0.010.77
206317.0213.38-3.64
----
-0.80-0.010.79
206417.0613.38-3.68
----
-0.83-0.010.81
206517.0913.39-3.71
----
-0.85-0.010.84
206617.1213.39-3.73
----
-0.88-0.020.87
206717.1513.39-3.75
----
-0.91-0.020.90
206817.1813.40-3.78
----
-0.94-0.020.92
206917.2113.40-3.81
----
-0.96-0.020.95
207017.2413.41-3.84
----
-0.99-0.020.97
207117.2813.41-3.87
----
-1.01-0.020.99
207217.3013.41-3.89
----
-1.03-0.021.01
207317.3313.42-3.92
----
-1.05-0.021.03
207417.3613.42-3.94
----
-1.07-0.021.05
207517.3713.42-3.95
----
-1.09-0.021.07
207617.3813.43-3.95
----
-1.11-0.021.09
207717.3713.43-3.94
----
-1.13-0.021.11
207817.3513.43-3.92
----
-1.15-0.021.13
207917.3213.43-3.89
----
-1.17-0.021.15
208017.2813.42-3.85
----
-1.19-0.021.17
208117.2313.42-3.81
----
-1.20-0.021.18
208217.1713.42-3.75
----
-1.22-0.021.20
208317.1113.42-3.69
----
-1.23-0.021.21
208417.0413.41-3.63
----
-1.25-0.021.22
208516.9713.41-3.56
----
-1.26-0.021.23
208616.9013.41-3.49
----
-1.26-0.021.24
208716.8213.40-3.42
----
-1.27-0.031.25
208816.7313.40-3.34
----
-1.29-0.031.26
208916.6513.39-3.26
----
-1.30-0.031.28
209016.5713.39-3.18
----
-1.33-0.031.30
209116.4913.38-3.11
----
-1.35-0.031.32
209216.4313.38-3.04
----
-1.37-0.031.35
209316.3713.38-2.99
----
-1.40-0.031.38
209416.3213.38-2.94
----
-1.44-0.031.41
209516.2713.38-2.90
----
-1.47-0.031.44
209616.2313.38-2.85
----
-1.51-0.031.49
209716.2013.38-2.83
----
-1.55-0.031.52
209816.2013.38-2.82
----
-1.57-0.031.55

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 16.73% 13.77% -2.96% 2034 -0.66% -0.01% 0.65%

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