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
202515.0414.12-0.93
168
0.001.141.14
202615.2314.35-0.88
156
-0.001.271.27
202715.3814.42-0.96
146
-0.001.331.33
202815.5514.51-1.04
137
-0.001.381.38
202915.7214.59-1.12
127
-0.001.431.43
203015.8714.67-1.20
117
-0.001.491.49
203116.0014.76-1.24
108
-0.001.541.55
203216.1414.84-1.30
99
-0.011.601.61
203316.2614.90-1.36
90
-0.011.651.66
203416.3714.95-1.42
81
-0.011.691.70
203516.4715.01-1.46
73
-0.011.741.75
203616.5415.07-1.48
64
-0.011.791.81
203716.6215.12-1.50
56
-0.021.841.86
203816.6815.18-1.50
47
-0.021.891.91
203916.7315.24-1.48
39
-0.021.951.97
204016.7615.30-1.46
31
-0.022.012.03
204116.7815.37-1.42
22
-0.022.072.09
204216.7915.43-1.36
14
-0.022.132.15
204316.8115.50-1.31
6
-0.022.192.22
204416.8215.57-1.26
----
-0.022.262.28
204516.8415.64-1.20
----
-0.032.332.35
204616.8615.71-1.15
----
-0.032.402.42
204716.8815.78-1.09
----
-0.032.472.50
204816.9015.82-1.08
----
-0.032.512.53
204916.9315.83-1.10
----
-0.022.512.54
205016.9615.83-1.13
----
-0.022.512.54
205117.0015.84-1.16
----
-0.022.512.54
205217.0415.84-1.19
----
-0.022.512.54
205317.0915.85-1.24
----
-0.022.522.54
205417.1515.85-1.29
----
-0.022.522.54
205517.2115.86-1.35
----
-0.022.522.54
205617.2915.87-1.42
----
-0.022.522.53
205717.3615.87-1.49
----
-0.012.522.53
205817.4515.88-1.57
----
-0.012.522.53
205917.5315.89-1.64
----
-0.012.522.53
206017.6115.90-1.72
----
-0.002.522.53
206117.6915.90-1.79
----
-0.002.522.52
206217.7615.91-1.85
----
0.002.522.52
206317.8315.92-1.91
----
0.012.532.52
206417.8915.92-1.97
----
0.012.532.52
206517.9615.93-2.03
----
0.012.532.51
206618.0215.93-2.09
----
0.022.532.51
206718.0815.94-2.14
----
0.022.532.51
206818.1415.94-2.20
----
0.022.532.51
206918.2015.95-2.25
----
0.032.532.50
207018.2615.96-2.31
----
0.032.532.50
207118.3215.96-2.36
----
0.042.532.50
207218.3715.97-2.41
----
0.042.532.49
207318.4315.97-2.46
----
0.042.532.49
207418.4715.98-2.50
----
0.052.542.49
207518.5115.98-2.53
----
0.052.542.49
207618.5415.98-2.56
----
0.052.542.49
207718.5615.99-2.57
----
0.052.542.48
207818.5615.99-2.57
----
0.062.542.48
207918.5515.99-2.56
----
0.062.542.48
208018.5315.99-2.54
----
0.062.542.48
208118.5015.99-2.51
----
0.062.542.48
208218.4615.98-2.47
----
0.072.542.48
208318.4115.98-2.43
----
0.072.542.47
208418.3615.98-2.38
----
0.072.542.47
208518.3015.98-2.32
----
0.072.542.47
208618.2315.97-2.26
----
0.072.542.47
208718.1615.97-2.19
----
0.072.542.47
208818.0915.97-2.13
----
0.072.552.47
208918.0315.96-2.06
----
0.072.552.47
209017.9715.96-2.01
----
0.082.552.47
209117.9215.96-1.96
----
0.082.552.47
209217.8815.95-1.92
----
0.082.552.47
209317.8515.95-1.90
----
0.082.552.47
209417.8315.95-1.88
----
0.082.552.47
209517.8215.95-1.87
----
0.082.552.47
209617.8215.95-1.87
----
0.082.552.47
209717.8315.95-1.88
----
0.082.552.47
209817.8515.96-1.89
----
0.082.552.47

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 17.40% 15.97% -1.43% 2043 0.01% 2.19% 2.18%

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