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
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.48-2.52
60
0.000.270.27
203216.1413.53-2.62
44
-0.000.290.29
203316.2713.54-2.73
28
0.000.290.29
203416.3813.55-2.83
12
0.000.290.29
203516.4813.56-2.92
----
0.000.290.29
203616.5613.56-2.99
----
0.000.290.29
203716.6413.57-3.07
----
0.000.290.29
203816.7013.58-3.12
----
0.000.290.29
203916.7513.58-3.17
----
0.010.290.29
204016.7913.59-3.20
----
0.010.290.28
204116.8113.59-3.22
----
0.010.290.28
204216.8313.59-3.23
----
0.010.290.28
204316.8413.60-3.25
----
0.010.290.28
204416.8613.60-3.26
----
0.010.290.28
204516.8813.60-3.28
----
0.020.290.28
204616.9013.60-3.30
----
0.020.290.27
204716.9213.61-3.32
----
0.020.290.27
204816.9513.61-3.34
----
0.020.290.27
204916.9813.61-3.37
----
0.030.290.27
205017.0213.62-3.40
----
0.030.290.26
205117.0513.62-3.43
----
0.030.290.26
205217.1013.62-3.47
----
0.040.290.26
205317.1513.63-3.52
----
0.040.300.25
205417.2113.63-3.58
----
0.040.300.25
205517.2813.64-3.64
----
0.050.300.25
205617.3613.64-3.71
----
0.050.300.24
205717.4413.65-3.78
----
0.060.300.24
205817.5213.66-3.86
----
0.060.300.24
205917.6113.67-3.94
----
0.070.300.23
206017.6913.67-4.02
----
0.070.300.23
206117.7713.68-4.09
----
0.080.300.22
206217.8413.69-4.16
----
0.080.300.22
206317.9113.69-4.22
----
0.090.300.22
206417.9813.70-4.28
----
0.090.300.21
206518.0413.70-4.34
----
0.090.300.21
206618.1013.71-4.40
----
0.100.300.20
206718.1613.71-4.45
----
0.100.300.20
206818.2313.72-4.51
----
0.110.300.19
206918.2913.72-4.57
----
0.110.300.19
207018.3513.73-4.62
----
0.120.300.19
207118.4113.73-4.68
----
0.120.310.18
207218.4613.74-4.73
----
0.130.310.18
207318.5213.74-4.77
----
0.130.310.17
207418.5713.75-4.82
----
0.140.310.17
207518.6113.75-4.86
----
0.140.310.17
207618.6413.75-4.88
----
0.150.310.16
207718.6513.76-4.90
----
0.150.310.16
207818.6613.76-4.90
----
0.150.310.16
207918.6513.76-4.89
----
0.160.310.15
208018.6213.76-4.87
----
0.160.310.15
208118.5913.75-4.84
----
0.160.310.15
208218.5613.75-4.80
----
0.160.310.15
208318.5113.75-4.76
----
0.160.310.15
208418.4513.75-4.71
----
0.170.310.14
208518.3913.74-4.65
----
0.170.310.14
208618.3313.74-4.59
----
0.170.310.14
208718.2613.74-4.52
----
0.170.310.14
208818.1913.73-4.46
----
0.170.310.14
208918.1213.73-4.39
----
0.170.310.14
209018.0613.72-4.34
----
0.170.310.14
209118.0113.72-4.29
----
0.170.310.14
209217.9713.72-4.25
----
0.170.310.14
209317.9413.72-4.23
----
0.170.310.14
209417.9213.72-4.21
----
0.170.310.14
209517.9113.71-4.20
----
0.170.310.14
209617.9113.71-4.20
----
0.170.310.14
209717.9213.72-4.21
----
0.170.310.14
209817.9413.72-4.23
----
0.170.310.14

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 17.45% 14.04% -3.42% 2034 0.07% 0.26% 0.19%

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