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
202515.0413.06-1.98
168
0.000.090.09
202615.2313.27-1.97
150
-0.000.190.19
202715.3813.38-2.01
133
-0.000.280.28
202815.5513.51-2.05
117
-0.000.380.38
202915.7213.63-2.09
102
-0.000.470.47
203015.8713.75-2.12
87
-0.000.570.57
203116.0013.87-2.13
72
-0.000.660.66
203216.1413.99-2.15
58
-0.000.760.76
203316.2614.10-2.16
45
-0.000.850.86
203416.3814.21-2.17
32
-0.000.950.95
203516.4714.22-2.25
19
-0.010.950.96
203616.5514.23-2.32
5
-0.010.950.96
203716.6314.23-2.39
----
-0.010.950.96
203816.6814.24-2.44
----
-0.010.950.96
203916.7314.25-2.49
----
-0.010.950.97
204016.7614.25-2.52
----
-0.020.950.97
204116.7914.25-2.53
----
-0.020.950.97
204216.8014.25-2.54
----
-0.020.950.97
204316.8114.26-2.55
----
-0.020.950.98
204416.8214.26-2.56
----
-0.030.950.98
204516.8314.26-2.57
----
-0.030.950.98
204616.8514.26-2.59
----
-0.030.950.98
204716.8714.26-2.61
----
-0.030.950.98
204816.8914.27-2.62
----
-0.030.950.99
204916.9214.27-2.65
----
-0.040.950.99
205016.9514.27-2.68
----
-0.040.950.99
205116.9814.28-2.70
----
-0.040.950.99
205217.0214.28-2.74
----
-0.040.950.99
205317.0614.28-2.78
----
-0.040.951.00
205417.1214.29-2.83
----
-0.050.951.00
205517.1814.29-2.89
----
-0.050.951.00
205617.2514.30-2.95
----
-0.050.951.00
205717.3314.31-3.02
----
-0.050.951.00
205817.4114.31-3.09
----
-0.050.951.00
205917.4914.32-3.17
----
-0.050.951.00
206017.5614.32-3.24
----
-0.050.951.01
206117.6314.33-3.30
----
-0.060.951.01
206217.7014.34-3.37
----
-0.060.951.01
206317.7714.34-3.43
----
-0.060.951.01
206417.8314.35-3.48
----
-0.060.951.01
206517.8914.35-3.54
----
-0.060.951.01
206617.9414.36-3.59
----
-0.060.951.01
206718.0014.36-3.64
----
-0.060.951.01
206818.0614.37-3.69
----
-0.060.951.01
206918.1114.37-3.74
----
-0.060.951.01
207018.1714.37-3.80
----
-0.060.951.01
207118.2214.38-3.84
----
-0.060.951.01
207218.2714.38-3.89
----
-0.060.951.01
207318.3214.39-3.93
----
-0.060.951.01
207418.3714.39-3.98
----
-0.060.951.01
207518.4014.39-4.01
----
-0.060.951.01
207618.4314.40-4.03
----
-0.060.951.01
207718.4414.40-4.04
----
-0.060.951.01
207818.4414.40-4.04
----
-0.060.951.01
207918.4314.40-4.03
----
-0.060.951.01
208018.4014.40-4.01
----
-0.060.951.01
208118.3714.40-3.98
----
-0.060.951.01
208218.3314.39-3.94
----
-0.060.951.01
208318.2814.39-3.89
----
-0.060.951.01
208418.2314.39-3.84
----
-0.060.951.01
208518.1714.39-3.78
----
-0.060.951.01
208618.1014.38-3.72
----
-0.060.951.01
208718.0314.38-3.65
----
-0.060.951.01
208817.9614.37-3.59
----
-0.060.951.01
208917.8914.37-3.52
----
-0.060.951.01
209017.8314.36-3.47
----
-0.060.951.01
209117.7814.36-3.42
----
-0.060.951.01
209217.7414.36-3.38
----
-0.060.951.01
209317.7114.36-3.36
----
-0.060.951.01
209417.6914.36-3.34
----
-0.060.951.01
209517.6914.36-3.33
----
-0.060.951.01
209617.6914.36-3.33
----
-0.060.951.01
209717.6914.36-3.34
----
-0.060.951.01
209817.7114.36-3.35
----
-0.060.951.01

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 17.34% 14.63% -2.71% 2036 -0.04% 0.86% 0.89%

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