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
202414.8716.231.36
187
0.003.343.34
202515.0416.571.53
189
-0.003.593.60
202615.2316.671.44
193
-0.013.593.60
202715.3716.681.31
196
-0.013.593.60
202815.5416.721.18
200
-0.013.593.60
202915.7016.751.05
202
-0.023.593.61
203015.8516.780.93
204
-0.023.593.61
203115.9716.800.83
206
-0.033.593.62
203216.1116.830.72
208
-0.043.593.63
203316.2216.840.61
210
-0.053.593.63
203416.3316.850.52
212
-0.063.593.64
203516.4116.850.44
216
-0.073.593.65
203616.4816.860.38
219
-0.083.593.66
203716.5516.870.32
223
-0.093.593.67
203816.6016.870.27
226
-0.103.593.68
203916.6416.880.24
229
-0.103.593.69
204016.6716.880.21
232
-0.113.593.70
204116.6816.880.20
235
-0.123.583.71
204216.6916.890.20
238
-0.133.583.71
204316.6916.890.19
242
-0.143.583.72
204416.7016.890.19
245
-0.143.583.73
204516.7116.890.18
248
-0.153.583.73
204616.7216.890.17
251
-0.163.583.74
204716.7416.900.16
254
-0.163.583.75
204816.7616.900.14
257
-0.173.583.75
204916.7816.900.12
260
-0.183.583.76
205016.8116.900.10
263
-0.183.583.76
205116.8316.910.08
265
-0.193.583.77
205216.8716.910.04
267
-0.193.583.77
205316.9116.910.00
269
-0.203.583.78
205416.9616.92-0.04
270
-0.203.583.78
205517.0316.92-0.10
271
-0.213.583.79
205617.0916.93-0.16
272
-0.213.583.79
205717.1716.94-0.23
272
-0.213.583.79
205817.2416.94-0.30
272
-0.213.583.80
205917.3216.95-0.37
271
-0.223.583.80
206017.4016.96-0.44
270
-0.223.583.80
206117.4716.96-0.51
269
-0.223.583.80
206217.5416.97-0.57
267
-0.223.583.80
206317.6016.97-0.63
265
-0.223.583.81
206417.6616.98-0.68
263
-0.233.583.81
206517.7216.98-0.74
260
-0.233.583.81
206617.7816.99-0.79
258
-0.233.583.81
206717.8316.99-0.84
255
-0.233.583.81
206817.8917.00-0.89
252
-0.233.583.81
206917.9417.00-0.94
248
-0.233.583.81
207018.0017.01-0.99
244
-0.233.583.81
207118.0517.01-1.04
240
-0.233.583.81
207218.1017.01-1.09
236
-0.233.583.81
207318.1517.02-1.13
231
-0.233.583.81
207418.2017.02-1.17
227
-0.233.583.82
207518.2317.03-1.21
222
-0.233.583.82
207618.2617.03-1.23
217
-0.233.583.82
207718.2717.03-1.24
212
-0.233.583.82
207818.2717.03-1.24
207
-0.233.583.82
207918.2617.03-1.23
202
-0.233.583.82
208018.2317.03-1.20
197
-0.233.583.82
208118.2017.03-1.17
193
-0.233.583.82
208218.1617.03-1.14
188
-0.233.583.81
208318.1217.03-1.09
184
-0.233.583.81
208418.0617.02-1.04
180
-0.233.593.81
208518.0017.02-0.98
176
-0.233.593.81
208617.9317.02-0.92
173
-0.233.593.81
208717.8617.01-0.85
169
-0.233.593.81
208817.7917.01-0.79
167
-0.223.593.81
208917.7317.00-0.73
164
-0.223.593.81
209017.6717.00-0.67
162
-0.223.593.81
209117.6217.00-0.62
160
-0.223.593.81
209217.5816.99-0.59
158
-0.223.593.81
209317.5516.99-0.56
156
-0.223.593.81
209417.5316.99-0.54
154
-0.223.593.81
209517.5216.99-0.53
152
-0.223.593.81
209617.5216.99-0.53
150
-0.223.593.81
209717.5316.99-0.54
148
-0.223.593.81
209817.5516.99-0.56
146
-0.223.593.81

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 17.22% 17.31% 0.09% N/A -0.16% 3.53% 3.70%

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