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
202515.0414.01-1.04
168
0.001.031.03
202615.2314.13-1.11
156
-0.001.051.05
202715.3814.15-1.23
144
-0.001.061.06
202815.5514.20-1.35
133
-0.001.071.07
202915.7214.24-1.47
121
-0.001.081.08
203015.8714.28-1.59
110
-0.001.101.10
203116.0014.32-1.68
98
-0.001.111.11
203216.1414.36-1.78
87
-0.001.121.13
203316.2714.39-1.88
75
-0.001.141.14
203416.3814.41-1.97
63
-0.001.151.15
203516.4814.43-2.04
51
-0.001.161.17
203616.5514.45-2.10
39
-0.001.181.18
203716.6314.47-2.16
27
-0.001.191.19
203816.6914.49-2.21
15
-0.001.201.20
203916.7414.51-2.24
2
-0.001.211.22
204016.7814.52-2.26
----
-0.001.231.23
204116.8014.54-2.27
----
-0.001.241.24
204216.8214.55-2.26
----
-0.001.251.25
204316.8314.56-2.27
----
-0.001.261.26
204416.8414.57-2.27
----
-0.001.271.27
204516.8614.59-2.27
----
-0.001.281.28
204616.8814.60-2.28
----
-0.001.291.29
204716.9014.61-2.29
----
-0.001.301.30
204816.9214.62-2.30
----
-0.001.311.31
204916.9514.64-2.32
----
-0.001.321.32
205016.9914.65-2.34
----
-0.001.331.33
205117.0214.66-2.36
----
-0.001.341.34
205217.0614.67-2.39
----
-0.001.341.35
205317.1114.69-2.42
----
-0.001.351.36
205417.1614.70-2.46
----
-0.001.361.36
205517.2314.71-2.52
----
-0.001.371.37
205617.3014.73-2.58
----
-0.001.381.38
205717.3814.74-2.64
----
-0.001.391.39
205817.4614.75-2.70
----
-0.001.391.39
205917.5414.77-2.77
----
-0.001.401.40
206017.6214.78-2.83
----
-0.001.411.41
206117.6914.79-2.90
----
-0.001.411.42
206217.7614.81-2.95
----
-0.001.421.42
206317.8214.82-3.01
----
-0.001.431.43
206417.8814.83-3.06
----
-0.001.431.43
206517.9414.84-3.10
----
-0.001.441.44
206618.0014.85-3.15
----
-0.001.441.45
206718.0614.86-3.20
----
-0.001.451.45
206818.1114.87-3.24
----
-0.001.461.46
206918.1714.88-3.29
----
-0.001.461.46
207018.2314.89-3.34
----
-0.001.471.47
207118.2814.90-3.38
----
-0.001.471.47
207218.3314.91-3.42
----
-0.001.481.48
207318.3814.92-3.46
----
-0.001.481.48
207418.4314.93-3.50
----
-0.001.491.49
207518.4614.93-3.53
----
-0.001.491.49
207618.4914.94-3.55
----
-0.001.491.50
207718.5014.95-3.55
----
-0.001.501.50
207818.5014.95-3.55
----
-0.001.501.50
207918.4914.95-3.53
----
-0.001.511.51
208018.4614.96-3.51
----
-0.001.511.51
208118.4314.96-3.47
----
-0.001.511.52
208218.3914.96-3.43
----
-0.001.521.52
208318.3414.96-3.38
----
-0.001.521.52
208418.2914.96-3.32
----
-0.001.531.53
208518.2314.96-3.26
----
-0.001.531.53
208618.1614.96-3.20
----
-0.001.531.53
208718.0914.96-3.13
----
-0.001.541.54
208818.0214.96-3.06
----
-0.001.541.54
208917.9514.96-2.99
----
-0.001.541.54
209017.8914.96-2.93
----
-0.001.541.55
209117.8414.96-2.88
----
-0.001.551.55
209217.8014.96-2.84
----
-0.001.551.55
209317.7714.96-2.81
----
-0.001.551.55
209417.7514.96-2.79
----
-0.001.561.56
209517.7414.96-2.78
----
-0.001.561.56
209617.7414.97-2.78
----
-0.001.561.56
209717.7514.97-2.78
----
-0.001.561.57
209817.7714.97-2.80
----
-0.001.571.57

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% 15.09% -2.29% 2039 -0.00% 1.31% 1.31%

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