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
0.000.000.00
202615.2313.08-2.15
149
-0.00-0.000.00
202715.3813.09-2.28
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
203116.0013.21-2.79
61
-0.00-0.000.00
203216.1413.24-2.90
43
-0.00-0.000.00
203316.2713.25-3.02
25
-0.00-0.000.00
203416.3813.26-3.12
7
-0.00-0.000.00
203516.4713.27-3.21
----
-0.00-0.000.00
203616.5513.27-3.28
----
-0.00-0.000.00
203716.6313.28-3.35
----
-0.00-0.000.00
203816.6913.29-3.40
----
-0.01-0.000.00
203916.7413.29-3.45
----
-0.01-0.000.01
204016.7813.30-3.48
----
-0.01-0.000.01
204116.8013.30-3.50
----
-0.01-0.000.01
204216.8113.30-3.51
----
-0.01-0.000.01
204316.8213.30-3.52
----
-0.01-0.000.01
204416.8413.31-3.53
----
-0.01-0.000.01
204516.8513.31-3.55
----
-0.01-0.000.01
204616.8713.31-3.56
----
-0.01-0.000.01
204716.8913.31-3.58
----
-0.01-0.000.01
204816.9213.31-3.60
----
-0.01-0.000.01
204916.9513.32-3.63
----
-0.01-0.000.01
205016.9813.32-3.66
----
-0.01-0.000.01
205117.0113.32-3.69
----
-0.01-0.000.01
205217.0513.33-3.72
----
-0.01-0.000.01
205317.1013.33-3.77
----
-0.01-0.000.01
205417.1613.34-3.82
----
-0.01-0.000.01
205517.2213.34-3.88
----
-0.01-0.000.01
205617.2913.35-3.95
----
-0.01-0.000.01
205717.3713.35-4.02
----
-0.01-0.000.01
205817.4513.36-4.09
----
-0.01-0.000.01
205917.5313.37-4.16
----
-0.01-0.000.01
206017.6113.37-4.24
----
-0.01-0.000.01
206117.6813.38-4.30
----
-0.01-0.000.01
206217.7513.38-4.37
----
-0.01-0.000.01
206317.8213.39-4.43
----
-0.01-0.000.01
206417.8813.39-4.48
----
-0.01-0.000.01
206517.9413.40-4.54
----
-0.01-0.000.01
206618.0013.40-4.59
----
-0.01-0.000.01
206718.0513.41-4.64
----
-0.01-0.000.01
206818.1113.41-4.69
----
-0.01-0.000.01
206918.1713.42-4.75
----
-0.01-0.000.01
207018.2213.42-4.80
----
-0.01-0.000.01
207118.2813.43-4.85
----
-0.01-0.000.01
207218.3313.43-4.89
----
-0.01-0.000.01
207318.3813.44-4.94
----
-0.01-0.000.01
207418.4213.44-4.98
----
-0.01-0.000.01
207518.4613.44-5.01
----
-0.01-0.000.01
207618.4813.45-5.04
----
-0.01-0.000.01
207718.5013.45-5.05
----
-0.01-0.000.01
207818.5013.45-5.05
----
-0.01-0.000.01
207918.4813.45-5.04
----
-0.01-0.000.01
208018.4613.45-5.01
----
-0.01-0.000.01
208118.4313.44-4.98
----
-0.01-0.000.01
208218.3913.44-4.94
----
-0.01-0.000.01
208318.3413.44-4.90
----
-0.01-0.000.01
208418.2813.44-4.84
----
-0.01-0.000.01
208518.2213.43-4.79
----
-0.01-0.000.01
208618.1513.43-4.72
----
-0.01-0.000.01
208718.0813.43-4.66
----
-0.01-0.000.01
208818.0113.42-4.59
----
-0.01-0.000.01
208917.9513.42-4.53
----
-0.01-0.000.01
209017.8913.41-4.47
----
-0.01-0.000.01
209117.8313.41-4.43
----
-0.01-0.000.01
209217.7913.41-4.39
----
-0.01-0.000.01
209317.7613.41-4.36
----
-0.01-0.000.01
209417.7513.40-4.34
----
-0.01-0.000.01
209517.7413.40-4.33
----
-0.01-0.000.01
209617.7413.40-4.33
----
-0.01-0.000.01
209717.7513.40-4.34
----
-0.01-0.000.01
209817.7613.41-4.36
----
-0.01-0.000.01

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 17.38% 13.78% -3.60% 2034 -0.01% -0.00% 0.01%

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