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
202615.2413.08-2.15
149
0.000.00-0.00
202715.3913.09-2.29
131
0.000.00-0.00
202815.5613.13-2.43
114
0.010.00-0.01
202915.7313.16-2.57
96
0.010.00-0.01
203015.8813.19-2.70
78
0.010.00-0.01
203116.0213.21-2.80
60
0.010.00-0.01
203216.1613.24-2.92
43
0.020.00-0.01
203316.2913.25-3.04
25
0.020.00-0.02
203416.4013.26-3.14
6
0.020.00-0.02
203516.5013.27-3.23
----
0.020.00-0.02
203616.5813.28-3.31
----
0.030.00-0.02
203716.6613.28-3.38
----
0.030.00-0.03
203816.7313.29-3.44
----
0.030.00-0.03
203916.7813.29-3.48
----
0.030.00-0.03
204016.8113.30-3.52
----
0.030.00-0.03
204116.8413.30-3.54
----
0.030.00-0.03
204216.8513.30-3.55
----
0.040.00-0.03
204316.8713.31-3.56
----
0.040.00-0.03
204416.8813.31-3.58
----
0.040.00-0.04
204516.9013.31-3.59
----
0.040.00-0.04
204616.9213.31-3.61
----
0.040.00-0.04
204716.9413.31-3.63
----
0.040.00-0.04
204816.9713.32-3.65
----
0.040.00-0.04
204917.0013.32-3.68
----
0.040.00-0.04
205017.0313.32-3.71
----
0.040.00-0.04
205117.0613.33-3.73
----
0.040.00-0.04
205217.1013.33-3.77
----
0.040.00-0.04
205317.1513.33-3.82
----
0.040.00-0.04
205417.2113.34-3.87
----
0.040.00-0.04
205517.2713.34-3.93
----
0.040.00-0.04
205617.3413.35-3.99
----
0.040.00-0.04
205717.4213.36-4.06
----
0.040.00-0.04
205817.5013.36-4.14
----
0.040.00-0.04
205917.5813.37-4.21
----
0.040.00-0.04
206017.6613.38-4.28
----
0.040.00-0.04
206117.7313.38-4.35
----
0.040.00-0.04
206217.8013.39-4.41
----
0.040.00-0.03
206317.8613.39-4.47
----
0.040.00-0.03
206417.9213.40-4.52
----
0.030.00-0.03
206517.9813.40-4.58
----
0.030.00-0.03
206618.0413.41-4.63
----
0.030.00-0.03
206718.0913.41-4.68
----
0.030.00-0.03
206818.1513.42-4.73
----
0.030.00-0.03
206918.2013.42-4.78
----
0.030.00-0.03
207018.2613.42-4.83
----
0.030.00-0.03
207118.3113.43-4.88
----
0.030.00-0.02
207218.3613.43-4.93
----
0.030.00-0.02
207318.4113.44-4.97
----
0.020.00-0.02
207418.4513.44-5.01
----
0.020.00-0.02
207518.4913.44-5.04
----
0.020.00-0.02
207618.5113.45-5.06
----
0.020.00-0.02
207718.5213.45-5.07
----
0.020.00-0.02
207818.5213.45-5.07
----
0.020.00-0.02
207918.5113.45-5.06
----
0.020.00-0.02
208018.4813.45-5.04
----
0.020.00-0.02
208118.4513.45-5.00
----
0.020.00-0.01
208218.4113.44-4.96
----
0.010.00-0.01
208318.3613.44-4.92
----
0.010.00-0.01
208418.3013.44-4.86
----
0.010.00-0.01
208518.2413.43-4.80
----
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
208818.0313.42-4.61
----
0.010.00-0.01
208917.9613.42-4.55
----
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
----
0.000.00-0.00

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 17.41% 13.78% -3.63% 2034 0.02% 0.00% -0.02%

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