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
202414.8713.03-1.84
187
0.000.140.14
202515.0413.26-1.78
169
-0.000.290.29
202615.2313.50-1.73
152
0.000.420.42
202715.3813.64-1.75
137
0.000.540.54
202815.5613.78-1.77
122
0.000.650.65
202915.7213.92-1.81
108
0.000.760.75
203015.8814.04-1.84
95
0.010.850.85
203116.0114.15-1.86
82
0.010.940.93
203216.1614.26-1.90
70
0.011.021.01
203316.2914.35-1.94
57
0.021.101.08
203416.4114.37-2.04
45
0.021.111.08
203516.5114.37-2.13
33
0.031.111.08
203616.5914.38-2.21
21
0.041.111.07
203716.6814.39-2.29
8
0.051.111.07
203816.7514.40-2.35
----
0.061.111.06
203916.8114.41-2.40
----
0.071.121.05
204016.8614.41-2.44
----
0.081.121.04
204116.8914.42-2.47
----
0.091.121.03
204216.9214.43-2.49
----
0.101.121.02
204316.9414.43-2.51
----
0.111.131.01
204416.9714.44-2.54
----
0.131.131.00
204517.0014.44-2.56
----
0.141.130.99
204617.0414.45-2.59
----
0.161.140.98
204717.0814.45-2.63
----
0.171.140.96
204817.1214.46-2.66
----
0.191.140.95
204917.1714.46-2.70
----
0.211.150.94
205017.2214.47-2.75
----
0.231.150.92
205117.2714.48-2.79
----
0.251.150.90
205217.3314.48-2.85
----
0.271.160.89
205317.4014.49-2.91
----
0.291.160.87
205417.4814.50-2.98
----
0.311.160.85
205517.5714.51-3.06
----
0.331.170.83
205617.6614.52-3.14
----
0.361.170.81
205717.7614.53-3.23
----
0.381.170.79
205817.8614.54-3.32
----
0.401.180.77
205917.9714.55-3.42
----
0.431.180.75
206018.0714.56-3.51
----
0.451.180.73
206118.1714.57-3.60
----
0.481.190.71
206218.2614.58-3.68
----
0.501.190.69
206318.3514.59-3.76
----
0.521.190.67
206418.4314.59-3.84
----
0.551.200.65
206518.5114.60-3.91
----
0.571.200.63
206618.5914.61-3.99
----
0.591.200.61
206718.6714.62-4.06
----
0.611.210.59
206818.7514.63-4.13
----
0.641.210.58
206918.8314.63-4.20
----
0.661.210.56
207018.9114.64-4.27
----
0.681.220.54
207118.9814.65-4.33
----
0.701.220.52
207219.0514.66-4.39
----
0.721.220.51
207319.1214.66-4.45
----
0.731.230.49
207419.1814.67-4.51
----
0.751.230.48
207519.2314.67-4.56
----
0.771.230.46
207619.2714.68-4.59
----
0.781.230.45
207719.3014.68-4.61
----
0.791.240.44
207819.3114.69-4.62
----
0.811.240.43
207919.3114.69-4.62
----
0.821.240.42
208019.2914.69-4.60
----
0.821.240.42
208119.2714.69-4.58
----
0.831.240.41
208219.2314.69-4.54
----
0.841.240.41
208319.1914.69-4.50
----
0.841.250.40
208419.1414.68-4.45
----
0.851.250.40
208519.0814.68-4.39
----
0.851.250.40
208619.0114.68-4.33
----
0.851.250.40
208718.9414.67-4.27
----
0.851.250.40
208818.8714.67-4.20
----
0.851.250.40
208918.8014.67-4.14
----
0.851.250.40
209018.7414.66-4.08
----
0.851.250.40
209118.6914.66-4.03
----
0.851.250.40
209218.6514.66-3.99
----
0.851.250.40
209318.6214.66-3.96
----
0.851.250.40
209418.6114.66-3.95
----
0.851.250.40
209518.6014.66-3.94
----
0.851.250.40
209618.6014.66-3.94
----
0.851.260.40
209718.6114.66-3.95
----
0.861.260.40
209818.6314.66-3.97
----
0.861.260.40

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 17.79% 14.87% -2.92% 2037 0.40% 1.09% 0.69%

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