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
202414.8714.46-0.41
187
0.001.571.57
202515.0414.74-0.31
178
-0.001.761.76
202615.2314.92-0.31
170
-0.001.841.85
202715.3815.01-0.37
163
-0.001.921.92
202815.5515.12-0.42
157
-0.011.992.00
202915.7115.23-0.48
151
-0.012.072.08
203015.8615.34-0.52
144
-0.012.152.17
203115.9915.45-0.54
139
-0.012.242.25
203216.1315.56-0.57
133
-0.022.322.34
203316.2515.65-0.59
128
-0.022.402.43
203416.3515.74-0.61
124
-0.032.482.51
203516.4415.77-0.68
120
-0.032.502.53
203616.5215.78-0.74
117
-0.042.502.54
203716.5915.78-0.81
113
-0.042.502.54
203816.6515.79-0.86
109
-0.052.502.55
203916.6915.80-0.90
104
-0.052.502.55
204016.7215.80-0.93
100
-0.062.502.56
204116.7415.80-0.94
95
-0.062.502.56
204216.7515.80-0.95
91
-0.072.502.57
204316.7615.81-0.95
86
-0.072.502.57
204416.7715.81-0.96
81
-0.072.502.58
204516.7915.81-0.97
76
-0.082.502.58
204616.8015.81-0.99
71
-0.082.502.58
204716.8215.82-1.00
66
-0.082.502.59
204816.8415.82-1.02
61
-0.082.512.59
204916.8715.82-1.04
55
-0.092.512.59
205016.9015.83-1.07
50
-0.092.512.60
205116.9315.83-1.10
44
-0.092.512.60
205216.9715.84-1.13
38
-0.092.512.60
205317.0115.84-1.17
32
-0.092.512.60
205417.0715.85-1.22
25
-0.102.512.60
205517.1315.85-1.28
18
-0.102.512.61
205617.2115.86-1.35
11
-0.102.512.61
205717.2815.86-1.42
4
-0.102.512.61
205817.3615.87-1.49
----
-0.102.512.61
205917.4415.88-1.56
----
-0.102.512.61
206017.5215.89-1.63
----
-0.102.512.61
206117.5915.89-1.70
----
-0.102.512.61
206217.6615.90-1.77
----
-0.102.512.61
206317.7315.90-1.83
----
-0.092.512.61
206417.7915.91-1.88
----
-0.092.512.61
206517.8515.92-1.94
----
-0.092.522.61
206617.9115.92-1.99
----
-0.092.522.61
206717.9715.93-2.04
----
-0.092.522.61
206818.0315.93-2.10
----
-0.092.522.61
206918.0915.94-2.15
----
-0.092.522.61
207018.1415.94-2.20
----
-0.092.522.60
207118.2015.95-2.25
----
-0.092.522.60
207218.2515.95-2.30
----
-0.082.522.60
207318.3015.96-2.34
----
-0.082.522.60
207418.3515.96-2.39
----
-0.082.522.60
207518.3815.96-2.42
----
-0.082.522.60
207618.4115.97-2.44
----
-0.082.522.60
207718.4215.97-2.45
----
-0.082.522.60
207818.4315.97-2.46
----
-0.082.522.60
207918.4115.97-2.44
----
-0.082.522.60
208018.3915.97-2.42
----
-0.082.522.60
208118.3615.97-2.39
----
-0.072.522.60
208218.3215.97-2.35
----
-0.072.532.60
208318.2715.97-2.31
----
-0.072.532.60
208418.2215.96-2.25
----
-0.072.532.60
208518.1615.96-2.20
----
-0.072.532.60
208618.0915.96-2.13
----
-0.072.532.60
208718.0215.95-2.07
----
-0.072.532.60
208817.9515.95-2.00
----
-0.072.532.60
208917.8815.95-1.94
----
-0.072.532.60
209017.8315.94-1.88
----
-0.072.532.60
209117.7715.94-1.83
----
-0.072.532.60
209217.7315.94-1.80
----
-0.072.532.60
209317.7015.94-1.77
----
-0.072.532.60
209417.6915.94-1.75
----
-0.072.532.60
209517.6815.94-1.74
----
-0.072.532.60
209617.6815.94-1.74
----
-0.072.532.60
209717.6915.94-1.75
----
-0.072.532.60
209817.7115.94-1.77
----
-0.072.532.60

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 17.32% 16.18% -1.14% 2057 -0.07% 2.40% 2.47%

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