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
202515.0413.26-1.79
168
0.000.280.28
202615.2313.39-1.84
151
-0.000.310.31
202715.3813.41-1.97
135
-0.000.310.31
202815.5513.45-2.11
119
-0.000.320.32
202915.7213.48-2.24
103
-0.000.320.32
203015.8713.51-2.36
87
-0.000.320.32
203116.0013.54-2.46
71
-0.000.320.33
203216.1413.56-2.58
56
-0.000.330.33
203316.2713.58-2.69
39
-0.000.330.33
203416.3813.59-2.79
23
-0.000.330.33
203516.4713.59-2.88
7
-0.000.330.33
203616.5513.60-2.95
----
-0.010.330.33
203716.6313.61-3.02
----
-0.010.330.33
203816.6913.62-3.07
----
-0.010.330.33
203916.7413.62-3.12
----
-0.010.330.33
204016.7713.62-3.15
----
-0.010.330.34
204116.8013.63-3.17
----
-0.010.330.34
204216.8113.63-3.18
----
-0.010.330.34
204316.8213.63-3.19
----
-0.010.330.34
204416.8413.63-3.20
----
-0.010.330.34
204516.8513.63-3.22
----
-0.010.330.34
204616.8713.64-3.23
----
-0.010.330.34
204716.8913.64-3.25
----
-0.010.330.34
204816.9213.64-3.27
----
-0.010.330.34
204916.9413.65-3.30
----
-0.010.330.34
205016.9813.65-3.33
----
-0.010.330.34
205117.0113.65-3.36
----
-0.010.330.34
205217.0513.65-3.39
----
-0.010.330.34
205317.1013.66-3.44
----
-0.010.330.34
205417.1513.66-3.49
----
-0.010.330.34
205517.2213.67-3.55
----
-0.010.330.34
205617.2913.67-3.62
----
-0.010.330.34
205717.3713.68-3.68
----
-0.010.330.34
205817.4513.69-3.76
----
-0.010.330.34
205917.5313.69-3.83
----
-0.010.330.34
206017.6113.70-3.90
----
-0.010.330.34
206117.6813.71-3.97
----
-0.010.330.34
206217.7513.71-4.04
----
-0.010.330.34
206317.8113.72-4.10
----
-0.010.330.34
206417.8713.72-4.15
----
-0.010.330.34
206517.9313.73-4.21
----
-0.010.330.34
206617.9913.73-4.26
----
-0.010.330.34
206718.0513.74-4.31
----
-0.010.330.34
206818.1113.74-4.36
----
-0.010.330.34
206918.1613.75-4.42
----
-0.010.330.34
207018.2213.75-4.47
----
-0.010.330.34
207118.2713.75-4.52
----
-0.010.330.34
207218.3213.76-4.56
----
-0.010.330.34
207318.3713.76-4.61
----
-0.010.330.34
207418.4213.77-4.65
----
-0.010.330.34
207518.4513.77-4.68
----
-0.010.330.34
207618.4813.77-4.71
----
-0.010.330.34
207718.4913.77-4.72
----
-0.010.330.34
207818.5013.78-4.72
----
-0.010.330.34
207918.4813.78-4.71
----
-0.010.330.34
208018.4613.77-4.68
----
-0.010.330.34
208118.4313.77-4.65
----
-0.010.330.34
208218.3913.77-4.61
----
-0.010.330.34
208318.3413.77-4.57
----
-0.010.330.34
208418.2813.77-4.52
----
-0.010.330.34
208518.2213.76-4.46
----
-0.010.330.34
208618.1513.76-4.40
----
-0.010.330.34
208718.0813.75-4.33
----
-0.010.330.34
208818.0113.75-4.26
----
-0.010.330.34
208917.9513.74-4.20
----
-0.010.330.34
209017.8913.74-4.15
----
-0.010.330.33
209117.8313.74-4.10
----
-0.010.330.33
209217.7913.73-4.06
----
-0.010.330.33
209317.7613.73-4.03
----
-0.010.330.33
209417.7513.73-4.01
----
-0.010.330.33
209517.7413.73-4.01
----
-0.010.330.33
209617.7413.73-4.01
----
-0.010.330.33
209717.7513.73-4.01
----
-0.010.330.33
209817.7613.73-4.03
----
-0.010.330.33

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 17.37% 14.09% -3.28% 2035 -0.01% 0.32% 0.32%

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