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
202515.0413.44-1.60
168
0.000.470.47
202615.2314.05-1.18
152
-0.000.970.97
202715.3814.56-0.82
140
-0.001.461.47
202815.5515.08-0.47
132
-0.001.951.96
202915.7215.60-0.12
126
-0.002.442.44
203015.8715.67-0.20
122
-0.002.482.48
203116.0015.71-0.30
119
-0.002.492.50
203216.1415.74-0.40
115
-0.002.502.50
203316.2715.75-0.52
111
-0.002.502.50
203416.3815.76-0.62
107
-0.002.502.51
203516.4815.77-0.70
104
-0.002.512.51
203616.5615.78-0.77
100
-0.002.512.51
203716.6315.79-0.85
96
-0.002.512.51
203816.7015.80-0.90
91
-0.002.512.51
203916.7515.80-0.95
87
0.002.512.51
204016.7815.81-0.98
82
0.002.512.51
204116.8115.81-1.00
77
0.012.512.51
204216.8315.81-1.01
72
0.012.512.50
204316.8415.82-1.03
66
0.012.512.50
204416.8615.82-1.04
61
0.022.512.50
204516.8815.82-1.06
55
0.022.522.50
204616.9115.83-1.08
50
0.032.522.49
204716.9315.83-1.10
44
0.032.522.49
204816.9615.83-1.13
38
0.042.522.48
204917.0015.84-1.16
32
0.042.522.48
205017.0415.84-1.19
25
0.052.522.47
205117.0815.85-1.23
19
0.062.522.47
205217.1215.85-1.27
12
0.072.532.46
205317.1815.86-1.32
5
0.072.532.45
205417.2515.87-1.38
----
0.082.532.45
205517.3215.87-1.45
----
0.092.532.44
205617.4015.88-1.52
----
0.102.532.43
205717.4915.89-1.60
----
0.112.532.43
205817.5815.90-1.68
----
0.122.542.42
205917.6715.91-1.76
----
0.132.542.41
206017.7615.91-1.84
----
0.142.542.40
206117.8415.92-1.92
----
0.152.542.39
206217.9215.93-1.99
----
0.162.542.38
206317.9915.94-2.06
----
0.172.552.38
206418.0615.94-2.12
----
0.182.552.37
206518.1315.95-2.19
----
0.192.552.36
206618.2015.96-2.25
----
0.202.552.35
206718.2715.96-2.31
----
0.212.552.34
206818.3315.97-2.37
----
0.222.552.34
206918.4015.97-2.43
----
0.232.552.33
207018.4715.98-2.49
----
0.232.562.32
207118.5315.99-2.54
----
0.242.562.31
207218.5815.99-2.59
----
0.252.562.31
207318.6416.00-2.64
----
0.262.562.30
207418.6916.00-2.69
----
0.262.562.30
207518.7416.01-2.73
----
0.272.562.29
207618.7716.01-2.76
----
0.282.562.29
207718.7816.01-2.77
----
0.282.572.28
207818.7916.01-2.78
----
0.292.572.28
207918.7816.01-2.77
----
0.292.572.28
208018.7616.01-2.75
----
0.292.572.27
208118.7316.01-2.72
----
0.302.572.27
208218.6916.01-2.68
----
0.302.572.27
208318.6516.01-2.64
----
0.302.572.27
208418.5916.01-2.58
----
0.302.572.27
208518.5316.00-2.53
----
0.302.572.27
208618.4616.00-2.46
----
0.302.572.27
208718.3916.00-2.40
----
0.302.572.27
208818.3215.99-2.33
----
0.302.572.27
208918.2615.99-2.27
----
0.302.572.27
209018.2015.99-2.21
----
0.302.572.27
209118.1415.98-2.16
----
0.302.572.27
209218.1015.98-2.12
----
0.302.572.27
209318.0715.98-2.09
----
0.302.572.27
209418.0615.98-2.08
----
0.302.572.27
209518.0515.98-2.07
----
0.302.582.27
209618.0515.98-2.07
----
0.302.582.27
209718.0615.98-2.08
----
0.302.582.27
209818.0815.98-2.09
----
0.302.582.27

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 17.51% 16.16% -1.35% 2053 0.13% 2.38% 2.25%

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