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
202515.0413.02-2.03
168
0.000.040.04
202615.2313.17-2.07
149
-0.000.080.08
202715.3813.22-2.16
132
0.000.130.13
202815.5513.30-2.25
115
0.000.170.17
202915.7213.37-2.35
98
0.000.210.21
203015.8713.43-2.44
82
0.000.250.25
203116.0113.50-2.50
66
0.000.290.29
203216.1513.57-2.58
50
0.000.330.33
203316.2713.61-2.66
34
0.000.370.36
203416.3913.66-2.73
18
0.010.400.40
203516.4913.70-2.78
1
0.010.440.43
203616.5713.75-2.82
----
0.010.470.46
203716.6513.79-2.86
----
0.010.510.49
203816.7113.83-2.88
----
0.020.540.52
203916.7613.87-2.90
----
0.020.570.55
204016.8013.90-2.90
----
0.020.610.58
204116.8313.94-2.89
----
0.030.640.61
204216.8513.97-2.88
----
0.030.670.64
204316.8714.00-2.86
----
0.040.700.66
204416.8914.03-2.85
----
0.040.730.69
204516.9114.07-2.84
----
0.050.760.71
204616.9314.10-2.84
----
0.050.790.73
204716.9614.13-2.84
----
0.060.810.75
204816.9914.16-2.84
----
0.070.840.77
204917.0314.19-2.84
----
0.080.870.79
205017.0714.22-2.86
----
0.080.890.81
205117.1114.25-2.87
----
0.090.920.83
205217.1614.27-2.89
----
0.100.950.84
205317.2214.30-2.92
----
0.110.970.86
205417.2914.33-2.95
----
0.121.000.87
205517.3614.36-3.00
----
0.131.020.89
205617.4514.39-3.05
----
0.141.050.90
205717.5414.42-3.11
----
0.161.070.91
205817.6314.45-3.17
----
0.171.090.92
205917.7214.48-3.24
----
0.181.120.94
206017.8114.51-3.30
----
0.191.140.95
206117.9014.53-3.36
----
0.211.150.95
206217.9814.54-3.44
----
0.221.160.94
206318.0614.55-3.51
----
0.231.160.93
206418.1314.56-3.57
----
0.251.160.92
206518.2014.56-3.64
----
0.261.160.90
206618.2814.57-3.70
----
0.271.170.89
206718.3514.58-3.77
----
0.291.170.88
206818.4114.59-3.83
----
0.301.170.87
206918.4814.59-3.89
----
0.311.170.86
207018.5514.60-3.95
----
0.321.180.85
207118.6214.61-4.01
----
0.331.180.84
207218.6814.61-4.07
----
0.351.180.83
207318.7414.62-4.12
----
0.361.180.82
207418.8014.62-4.17
----
0.371.180.82
207518.8414.63-4.21
----
0.381.190.81
207618.8814.63-4.24
----
0.391.190.80
207718.9014.64-4.26
----
0.401.190.79
207818.9114.64-4.27
----
0.401.190.79
207918.9014.64-4.26
----
0.411.190.78
208018.8814.64-4.24
----
0.421.190.78
208118.8614.64-4.22
----
0.421.190.77
208218.8214.64-4.18
----
0.431.200.77
208318.7814.64-4.14
----
0.431.200.77
208418.7214.64-4.09
----
0.431.200.76
208518.6614.63-4.03
----
0.441.200.76
208618.6014.63-3.97
----
0.441.200.76
208718.5314.63-3.90
----
0.441.200.76
208818.4614.62-3.84
----
0.441.200.76
208918.3914.62-3.77
----
0.441.200.76
209018.3314.62-3.72
----
0.441.200.76
209118.2814.61-3.67
----
0.441.200.76
209218.2414.61-3.63
----
0.441.200.76
209318.2114.61-3.60
----
0.441.200.76
209418.2014.61-3.59
----
0.441.210.76
209518.1914.61-3.58
----
0.441.210.76
209618.1914.61-3.58
----
0.441.210.76
209718.2014.61-3.58
----
0.441.210.76
209818.2214.61-3.60
----
0.441.210.76

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 17.57% 14.63% -2.95% 2035 0.19% 0.85% 0.66%

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