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
202515.0414.63-0.42
168
0.001.651.65
202615.2314.92-0.31
160
-0.001.841.84
202715.3815.01-0.37
153
-0.001.921.92
202815.5515.13-0.43
147
-0.001.992.00
202915.7115.24-0.48
141
-0.002.072.08
203015.8715.34-0.53
135
-0.012.152.16
203116.0015.45-0.54
129
-0.012.242.25
203216.1415.56-0.57
124
-0.012.332.33
203316.2615.65-0.60
119
-0.012.402.42
203416.3715.74-0.63
115
-0.012.482.50
203516.4615.77-0.69
111
-0.022.502.52
203616.5415.78-0.76
107
-0.022.502.52
203716.6115.79-0.83
103
-0.022.502.53
203816.6715.79-0.88
99
-0.032.502.53
203916.7215.80-0.92
95
-0.032.512.53
204016.7515.80-0.95
90
-0.032.512.54
204116.7715.81-0.97
85
-0.032.512.54
204216.7815.81-0.98
80
-0.032.512.54
204316.8015.81-0.98
75
-0.032.512.54
204416.8115.81-1.00
70
-0.042.512.54
204516.8315.82-1.01
65
-0.042.512.54
204616.8515.82-1.03
60
-0.042.512.55
204716.8715.82-1.04
54
-0.042.512.55
204816.8915.83-1.07
49
-0.032.512.55
204916.9215.83-1.09
43
-0.032.512.55
205016.9615.83-1.12
37
-0.032.512.55
205116.9915.84-1.15
31
-0.032.512.54
205217.0315.84-1.19
24
-0.032.512.54
205317.0815.85-1.23
18
-0.032.522.54
205417.1415.85-1.29
11
-0.022.522.54
205517.2115.86-1.35
4
-0.022.522.54
205617.2915.87-1.42
----
-0.022.522.54
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
206017.6215.90-1.72
----
-0.002.522.53
206117.6915.90-1.79
----
0.002.522.52
206217.7715.91-1.86
----
0.012.532.52
206317.8415.92-1.92
----
0.012.532.52
206417.9015.92-1.98
----
0.022.532.51
206517.9615.93-2.04
----
0.022.532.51
206618.0315.93-2.09
----
0.022.532.51
206718.0915.94-2.15
----
0.032.532.50
206818.1515.95-2.20
----
0.032.532.50
206918.2115.95-2.26
----
0.042.532.50
207018.2715.96-2.31
----
0.042.532.49
207118.3315.96-2.37
----
0.042.532.49
207218.3815.97-2.42
----
0.052.542.49
207318.4415.97-2.46
----
0.052.542.48
207418.4815.98-2.51
----
0.062.542.48
207518.5215.98-2.54
----
0.062.542.48
207618.5515.98-2.57
----
0.062.542.48
207718.5715.99-2.58
----
0.062.542.48
207818.5715.99-2.58
----
0.072.542.47
207918.5615.99-2.57
----
0.072.542.47
208018.5415.99-2.55
----
0.072.542.47
208118.5115.99-2.52
----
0.072.542.47
208218.4715.99-2.48
----
0.072.542.47
208318.4215.98-2.44
----
0.072.542.47
208418.3615.98-2.38
----
0.082.542.47
208518.3015.98-2.33
----
0.082.542.47
208618.2415.97-2.26
----
0.082.542.47
208718.1715.97-2.20
----
0.082.552.47
208818.1015.97-2.13
----
0.082.552.47
208918.0315.96-2.07
----
0.082.552.47
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
209717.8315.96-1.88
----
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% 16.17% -1.23% 2055 0.01% 2.39% 2.37%

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