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
----
-0.00-0.000.00
203616.5513.27-3.28
----
-0.01-0.000.01
203716.6313.28-3.35
----
-0.01-0.000.01
203816.6813.29-3.40
----
-0.01-0.000.01
203916.7313.29-3.44
----
-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
204416.8013.30-3.49
----
-0.05-0.000.05
204516.8113.30-3.50
----
-0.06-0.000.05
204616.8213.31-3.51
----
-0.06-0.000.06
204716.8313.31-3.53
----
-0.07-0.000.06
204816.8513.31-3.54
----
-0.08-0.000.07
204916.8713.31-3.56
----
-0.08-0.000.08
205016.9013.32-3.58
----
-0.09-0.010.08
205116.9313.32-3.61
----
-0.09-0.010.09
205216.9613.32-3.64
----
-0.10-0.010.09
205317.0113.33-3.68
----
-0.10-0.010.10
205417.0613.33-3.73
----
-0.11-0.010.10
205517.1213.34-3.79
----
-0.11-0.010.10
205617.1913.34-3.85
----
-0.11-0.010.11
205717.2613.35-3.92
----
-0.12-0.010.11
205817.3413.35-3.99
----
-0.12-0.010.11
205917.4213.36-4.06
----
-0.12-0.010.11
206017.5013.37-4.13
----
-0.12-0.010.11
206117.5713.37-4.20
----
-0.12-0.010.11
206217.6413.38-4.26
----
-0.12-0.010.12
206317.7013.38-4.32
----
-0.12-0.010.12
206417.7613.39-4.37
----
-0.12-0.010.12
206517.8213.39-4.43
----
-0.12-0.010.12
206617.8813.40-4.48
----
-0.12-0.010.12
206717.9313.40-4.53
----
-0.13-0.010.12
206817.9913.41-4.58
----
-0.13-0.010.12
206918.0513.41-4.64
----
-0.13-0.010.12
207018.1113.42-4.69
----
-0.13-0.010.12
207118.1613.42-4.74
----
-0.13-0.010.12
207218.2113.42-4.78
----
-0.13-0.010.12
207318.2613.43-4.83
----
-0.13-0.010.12
207418.3013.43-4.87
----
-0.13-0.010.12
207518.3413.43-4.90
----
-0.13-0.010.12
207618.3613.44-4.92
----
-0.13-0.010.12
207718.3713.44-4.94
----
-0.13-0.010.12
207818.3813.44-4.94
----
-0.13-0.010.12
207918.3613.44-4.92
----
-0.13-0.010.12
208018.3413.44-4.90
----
-0.13-0.010.12
208118.3113.44-4.87
----
-0.13-0.010.12
208218.2713.44-4.83
----
-0.13-0.010.12
208318.2213.43-4.79
----
-0.13-0.010.12
208418.1613.43-4.73
----
-0.13-0.010.12
208518.1013.43-4.68
----
-0.13-0.010.12
208618.0413.42-4.61
----
-0.13-0.010.12
208717.9713.42-4.55
----
-0.12-0.010.12
208817.9013.41-4.48
----
-0.12-0.010.12
208917.8313.41-4.42
----
-0.12-0.010.12
209017.7713.41-4.36
----
-0.12-0.010.12
209117.7213.40-4.32
----
-0.12-0.010.11
209217.6813.40-4.28
----
-0.12-0.010.11
209317.6513.40-4.25
----
-0.12-0.010.11
209417.6313.40-4.23
----
-0.12-0.010.11
209517.6213.40-4.23
----
-0.12-0.010.12
209617.6213.40-4.22
----
-0.12-0.010.12
209717.6313.40-4.23
----
-0.12-0.010.12
209817.6513.40-4.25
----
-0.12-0.010.12

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% -0.00% 0.07%

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