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
0.000.00-0.00
202615.2313.08-2.15
149
0.000.00-0.00
202715.3813.09-2.29
131
0.000.00-0.00
202815.5513.13-2.42
114
0.000.00-0.00
202915.7213.16-2.56
96
0.000.00-0.00
203015.8713.18-2.69
78
0.000.00-0.00
203116.0013.21-2.79
60
0.000.00-0.00
203216.1513.24-2.91
43
0.000.00-0.00
203316.2713.25-3.02
25
0.000.00-0.00
203416.3913.26-3.13
7
0.000.00-0.00
203516.4813.27-3.21
----
0.000.00-0.00
203616.5613.27-3.28
----
0.000.00-0.00
203716.6413.28-3.36
----
0.000.00-0.00
203816.7013.29-3.41
----
0.000.00-0.00
203916.7513.29-3.46
----
0.000.00-0.00
204016.7913.30-3.49
----
0.000.00-0.00
204116.8113.30-3.51
----
0.000.00-0.00
204216.8213.30-3.52
----
0.000.00-0.00
204316.8313.30-3.53
----
0.000.00-0.00
204416.8513.31-3.54
----
0.000.00-0.00
204516.8713.31-3.56
----
0.000.00-0.00
204616.8913.31-3.58
----
0.000.00-0.00
204716.9113.31-3.60
----
0.010.00-0.00
204816.9313.32-3.62
----
0.010.00-0.01
204916.9613.32-3.64
----
0.010.00-0.01
205016.9913.32-3.67
----
0.010.00-0.01
205117.0213.32-3.70
----
0.010.00-0.01
205217.0713.33-3.74
----
0.010.00-0.01
205317.1113.33-3.78
----
0.010.00-0.01
205417.1713.34-3.83
----
0.010.00-0.01
205517.2413.34-3.89
----
0.010.00-0.01
205617.3113.35-3.96
----
0.010.00-0.01
205717.3813.35-4.03
----
0.010.00-0.01
205817.4613.36-4.10
----
0.010.00-0.01
205917.5513.37-4.18
----
0.010.00-0.01
206017.6213.37-4.25
----
0.010.00-0.01
206117.7013.38-4.32
----
0.010.00-0.01
206217.7713.39-4.38
----
0.010.00-0.01
206317.8313.39-4.44
----
0.010.00-0.01
206417.8913.40-4.50
----
0.010.00-0.01
206517.9513.40-4.55
----
0.010.00-0.01
206618.0113.41-4.61
----
0.010.00-0.01
206718.0713.41-4.66
----
0.010.00-0.01
206818.1213.41-4.71
----
0.010.00-0.01
206918.1813.42-4.76
----
0.010.00-0.01
207018.2413.42-4.81
----
0.010.00-0.01
207118.2913.43-4.86
----
0.010.00-0.01
207218.3413.43-4.91
----
0.010.00-0.01
207318.3913.44-4.95
----
0.010.00-0.01
207418.4313.44-4.99
----
0.010.00-0.01
207518.4713.44-5.03
----
0.010.00-0.01
207618.5013.45-5.05
----
0.010.00-0.01
207718.5113.45-5.06
----
0.010.00-0.01
207818.5113.45-5.06
----
0.010.00-0.01
207918.5013.45-5.05
----
0.010.00-0.01
208018.4713.45-5.03
----
0.010.00-0.01
208118.4413.45-5.00
----
0.010.00-0.01
208218.4013.44-4.96
----
0.010.00-0.01
208318.3513.44-4.91
----
0.010.00-0.01
208418.3013.44-4.86
----
0.010.00-0.01
208518.2313.43-4.80
----
0.010.00-0.01
208618.1713.43-4.74
----
0.010.00-0.01
208718.1013.43-4.67
----
0.010.00-0.01
208818.0313.42-4.60
----
0.010.00-0.01
208917.9613.42-4.54
----
0.010.00-0.01
209017.9013.41-4.49
----
0.010.00-0.01
209117.8513.41-4.44
----
0.010.00-0.01
209217.8113.41-4.40
----
0.010.00-0.01
209317.7813.41-4.37
----
0.010.00-0.01
209417.7613.40-4.36
----
0.010.00-0.01
209517.7513.40-4.35
----
0.010.00-0.01
209617.7513.40-4.35
----
0.010.00-0.01
209717.7613.41-4.35
----
0.010.00-0.01
209817.7813.41-4.37
----
0.010.00-0.01

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 17.39% 13.78% -3.61% 2034 0.00% 0.00% -0.00%

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