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
202515.0413.20-1.84
168
0.000.230.23
202615.2313.53-1.71
151
-0.000.450.45
202715.3813.73-1.66
136
-0.000.630.63
202815.5513.93-1.63
122
-0.000.800.80
202915.7214.10-1.62
109
-0.000.940.94
203015.8714.26-1.61
97
-0.001.071.07
203116.0014.30-1.70
85
-0.001.091.09
203216.1414.33-1.81
73
-0.001.101.10
203316.2714.35-1.92
62
-0.001.101.10
203416.3814.36-2.02
50
-0.001.101.11
203516.4714.37-2.10
38
-0.001.101.11
203616.5514.38-2.17
26
-0.001.111.11
203716.6314.39-2.24
13
-0.001.111.11
203816.6914.40-2.30
----
-0.011.111.11
203916.7414.40-2.34
----
-0.011.111.11
204016.7814.41-2.37
----
-0.011.111.11
204116.8014.41-2.39
----
-0.011.111.12
204216.8114.41-2.40
----
-0.011.111.12
204316.8314.42-2.41
----
-0.001.111.12
204416.8414.42-2.42
----
-0.001.111.12
204516.8614.42-2.44
----
-0.001.121.12
204616.8814.43-2.45
----
-0.001.121.12
204716.9014.43-2.47
----
0.001.121.12
204816.9314.44-2.49
----
0.001.121.12
204916.9614.44-2.52
----
0.001.121.12
205016.9914.44-2.55
----
0.011.121.12
205117.0314.45-2.58
----
0.011.121.12
205217.0714.45-2.62
----
0.011.131.11
205317.1214.46-2.66
----
0.011.131.11
205417.1814.46-2.72
----
0.021.131.11
205517.2514.47-2.78
----
0.021.131.11
205617.3314.48-2.85
----
0.021.131.11
205717.4014.49-2.92
----
0.031.131.11
205817.4914.49-2.99
----
0.031.131.10
205917.5714.50-3.07
----
0.031.131.10
206017.6614.51-3.15
----
0.041.141.10
206117.7314.52-3.22
----
0.041.141.09
206217.8114.52-3.28
----
0.051.141.09
206317.8714.53-3.35
----
0.051.141.09
206417.9414.54-3.40
----
0.051.141.09
206518.0014.54-3.46
----
0.061.141.08
206618.0714.55-3.52
----
0.061.141.08
206718.1314.55-3.57
----
0.071.141.08
206818.1914.56-3.63
----
0.071.141.07
206918.2514.57-3.68
----
0.081.151.07
207018.3114.57-3.74
----
0.081.151.07
207118.3714.58-3.79
----
0.081.151.07
207218.4214.58-3.84
----
0.091.151.06
207318.4714.59-3.89
----
0.091.151.06
207418.5214.59-3.93
----
0.091.151.06
207518.5614.60-3.96
----
0.101.151.06
207618.5914.60-3.99
----
0.101.151.06
207718.6014.60-4.00
----
0.101.151.05
207818.6114.60-4.00
----
0.101.161.05
207918.6014.60-3.99
----
0.101.161.05
208018.5714.60-3.97
----
0.111.161.05
208118.5414.60-3.94
----
0.111.161.05
208218.5014.60-3.90
----
0.111.161.05
208318.4614.60-3.86
----
0.111.161.05
208418.4014.60-3.80
----
0.111.161.05
208518.3414.59-3.74
----
0.111.161.05
208618.2714.59-3.68
----
0.111.161.05
208718.2014.59-3.62
----
0.111.161.05
208818.1314.58-3.55
----
0.111.161.05
208918.0714.58-3.49
----
0.111.161.05
209018.0114.58-3.43
----
0.111.161.05
209117.9514.57-3.38
----
0.111.171.05
209217.9114.57-3.34
----
0.111.171.05
209317.8914.57-3.31
----
0.111.171.05
209417.8714.57-3.30
----
0.111.171.05
209517.8614.57-3.29
----
0.111.171.05
209617.8614.57-3.29
----
0.111.171.05
209717.8714.57-3.29
----
0.111.171.05
209817.8914.58-3.31
----
0.111.171.05

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 17.43% 14.84% -2.59% 2037 0.04% 1.06% 1.02%

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