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
-0.00-0.000.00
203116.0013.21-2.79
60
-0.00-0.000.00
203216.1413.24-2.91
43
-0.00-0.000.00
203316.2713.25-3.02
25
-0.00-0.000.00
203416.3813.26-3.12
7
-0.00-0.000.00
203516.4713.27-3.21
----
-0.01-0.000.00
203616.5513.27-3.27
----
-0.01-0.000.01
203716.6213.28-3.34
----
-0.01-0.000.01
203816.6813.29-3.39
----
-0.02-0.000.01
203916.7313.29-3.43
----
-0.02-0.000.02
204016.7613.30-3.46
----
-0.02-0.000.02
204116.7813.30-3.48
----
-0.03-0.000.03
204216.7813.30-3.48
----
-0.03-0.000.03
204316.7913.30-3.49
----
-0.04-0.000.04
204416.8013.30-3.50
----
-0.04-0.000.04
204516.8113.30-3.51
----
-0.05-0.000.05
204616.8313.31-3.52
----
-0.05-0.000.05
204716.8513.31-3.54
----
-0.06-0.000.05
204816.8713.31-3.55
----
-0.06-0.000.06
204916.8913.31-3.58
----
-0.07-0.000.06
205016.9213.32-3.60
----
-0.07-0.000.07
205116.9413.32-3.63
----
-0.07-0.000.07
205216.9813.32-3.66
----
-0.08-0.000.07
205317.0313.33-3.70
----
-0.08-0.010.08
205417.0813.33-3.75
----
-0.09-0.010.08
205517.1413.34-3.81
----
-0.09-0.010.08
205617.2113.34-3.87
----
-0.09-0.010.09
205717.2813.35-3.93
----
-0.10-0.010.09
205817.3613.35-4.01
----
-0.10-0.010.09
205917.4413.36-4.08
----
-0.10-0.010.10
206017.5113.37-4.15
----
-0.11-0.010.10
206117.5813.37-4.21
----
-0.11-0.010.10
206217.6513.38-4.27
----
-0.11-0.010.10
206317.7113.38-4.33
----
-0.11-0.010.11
206417.7713.39-4.38
----
-0.12-0.010.11
206517.8313.39-4.43
----
-0.12-0.010.11
206617.8813.40-4.49
----
-0.12-0.010.11
206717.9413.40-4.53
----
-0.12-0.010.12
206817.9913.41-4.58
----
-0.13-0.010.12
206918.0513.41-4.64
----
-0.13-0.010.12
207018.1013.42-4.69
----
-0.13-0.010.12
207118.1513.42-4.73
----
-0.13-0.010.12
207218.2013.42-4.78
----
-0.13-0.010.12
207318.2513.43-4.82
----
-0.14-0.010.13
207418.2913.43-4.86
----
-0.14-0.010.13
207518.3213.43-4.89
----
-0.14-0.010.13
207618.3513.44-4.91
----
-0.14-0.010.13
207718.3613.44-4.92
----
-0.14-0.010.14
207818.3613.44-4.92
----
-0.15-0.010.14
207918.3413.44-4.90
----
-0.15-0.010.14
208018.3213.44-4.88
----
-0.15-0.010.14
208118.2813.44-4.85
----
-0.15-0.010.14
208218.2413.43-4.81
----
-0.15-0.010.14
208318.1913.43-4.76
----
-0.15-0.010.14
208418.1413.43-4.71
----
-0.15-0.010.14
208518.0713.42-4.65
----
-0.15-0.010.14
208618.0113.42-4.59
----
-0.15-0.010.15
208717.9313.42-4.52
----
-0.16-0.010.15
208817.8613.41-4.45
----
-0.16-0.010.15
208917.8013.41-4.39
----
-0.16-0.010.15
209017.7413.40-4.33
----
-0.16-0.010.15
209117.6813.40-4.28
----
-0.16-0.010.15
209217.6413.40-4.24
----
-0.16-0.010.15
209317.6113.40-4.22
----
-0.16-0.010.15
209417.5913.39-4.20
----
-0.16-0.010.15
209517.5813.39-4.19
----
-0.16-0.010.15
209617.5813.39-4.19
----
-0.16-0.010.15
209717.5913.39-4.19
----
-0.16-0.010.15
209817.6113.40-4.21
----
-0.17-0.010.15

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 17.30% 13.77% -3.53% 2034 -0.08% -0.01% 0.08%

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