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
202615.2313.32-1.92
149
0.000.240.24
202715.3813.59-1.80
133
-0.000.490.49
202815.5513.88-1.68
118
-0.000.750.75
202915.7214.16-1.56
105
0.001.001.00
203015.8714.44-1.43
93
0.001.251.25
203116.0114.72-1.29
83
0.001.511.50
203216.1515.00-1.15
74
0.011.761.75
203316.2815.25-1.02
66
0.012.012.00
203416.4015.51-0.89
59
0.012.252.24
203516.5015.76-0.74
54
0.022.492.47
203616.5815.78-0.80
50
0.022.512.48
203716.6715.79-0.87
46
0.032.512.48
203816.7315.80-0.94
41
0.042.512.47
203916.7915.81-0.99
36
0.052.512.47
204016.8315.81-1.02
30
0.052.512.46
204116.8715.82-1.05
24
0.062.522.45
204216.8915.82-1.07
19
0.072.522.45
204316.9115.82-1.09
13
0.082.522.44
204416.9315.83-1.11
6
0.092.522.43
204516.9615.83-1.13
0
0.102.522.43
204616.9915.84-1.15
----
0.112.532.42
204717.0215.84-1.18
----
0.122.532.41
204817.0615.84-1.21
----
0.132.532.40
204917.1015.85-1.25
----
0.142.532.39
205017.1415.85-1.28
----
0.152.532.38
205117.1815.86-1.32
----
0.162.542.37
205217.2315.87-1.37
----
0.172.542.37
205317.2915.87-1.42
----
0.182.542.36
205417.3615.88-1.48
----
0.192.542.35
205517.4415.89-1.55
----
0.212.542.34
205617.5215.89-1.63
----
0.222.552.33
205717.6115.90-1.70
----
0.232.552.32
205817.7015.91-1.79
----
0.242.552.31
205917.7915.92-1.87
----
0.252.552.30
206017.8815.93-1.95
----
0.262.552.29
206117.9615.94-2.03
----
0.272.562.28
206218.0415.94-2.10
----
0.282.562.28
206318.1215.95-2.17
----
0.292.562.27
206418.1915.96-2.23
----
0.302.562.26
206518.2615.96-2.29
----
0.312.562.25
206618.3215.97-2.35
----
0.322.562.24
206718.3915.98-2.41
----
0.332.572.24
206818.4515.98-2.47
----
0.342.572.23
206918.5215.99-2.53
----
0.342.572.23
207018.5815.99-2.59
----
0.352.572.22
207118.6416.00-2.64
----
0.362.572.22
207218.6916.00-2.69
----
0.362.572.21
207318.7516.01-2.74
----
0.372.572.21
207418.8016.01-2.78
----
0.372.572.20
207518.8416.02-2.82
----
0.372.572.20
207618.8616.02-2.84
----
0.382.582.20
207718.8816.02-2.86
----
0.382.582.20
207818.8816.02-2.86
----
0.382.582.20
207918.8716.02-2.85
----
0.382.582.20
208018.8516.02-2.82
----
0.382.582.20
208118.8216.02-2.79
----
0.382.582.20
208218.7816.02-2.75
----
0.382.582.20
208318.7316.02-2.71
----
0.382.582.20
208418.6716.02-2.65
----
0.382.582.20
208518.6116.01-2.59
----
0.382.582.20
208618.5416.01-2.53
----
0.382.582.20
208718.4716.01-2.46
----
0.382.582.20
208818.3916.00-2.39
----
0.372.582.21
208918.3216.00-2.33
----
0.372.582.21
209018.2615.99-2.27
----
0.372.582.21
209118.2115.99-2.22
----
0.372.582.21
209218.1715.99-2.18
----
0.372.582.21
209318.1415.99-2.15
----
0.372.582.22
209418.1215.99-2.13
----
0.372.582.22
209518.1115.99-2.12
----
0.362.582.22
209618.1115.99-2.12
----
0.362.582.22
209718.1215.99-2.13
----
0.362.582.22
209818.1415.99-2.14
----
0.362.582.22

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 17.59% 16.03% -1.56% 2045 0.20% 2.25% 2.05%

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