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
202515.0413.05-1.99
168
0.000.080.08
202615.2313.24-1.99
150
-0.000.160.16
202715.3813.33-2.05
133
0.000.240.24
202815.5513.44-2.11
117
0.000.310.31
202915.7213.54-2.18
101
0.000.380.38
203015.8713.64-2.24
85
0.000.450.45
203116.0113.73-2.28
70
0.000.520.51
203216.1513.82-2.33
55
0.010.580.57
203316.2813.89-2.39
41
0.010.640.63
203416.3913.95-2.44
26
0.010.690.68
203516.4914.01-2.48
12
0.010.740.73
203616.5714.07-2.51
----
0.020.790.77
203716.6614.12-2.54
----
0.020.840.82
203816.7214.17-2.55
----
0.030.880.86
203916.7814.22-2.56
----
0.030.930.89
204016.8214.27-2.56
----
0.040.970.93
204116.8514.31-2.54
----
0.051.010.96
204216.8714.35-2.52
----
0.061.051.00
204316.9014.39-2.50
----
0.071.091.03
204416.9214.43-2.49
----
0.081.131.05
204516.9514.47-2.47
----
0.091.171.08
204616.9814.51-2.47
----
0.101.201.10
204717.0114.55-2.46
----
0.111.241.13
204817.0514.59-2.47
----
0.121.271.15
204917.1014.62-2.47
----
0.141.301.16
205017.1414.66-2.48
----
0.161.341.18
205117.1914.69-2.50
----
0.171.371.20
205217.2514.73-2.52
----
0.191.401.21
205317.3214.76-2.55
----
0.211.431.22
205417.3914.80-2.60
----
0.231.461.23
205517.4814.83-2.65
----
0.251.491.24
205617.5814.87-2.71
----
0.271.521.25
205717.6714.90-2.77
----
0.301.551.25
205817.7814.94-2.84
----
0.321.581.26
205917.8814.97-2.91
----
0.351.601.26
206017.9915.00-2.98
----
0.371.631.26
206118.0915.04-3.05
----
0.401.661.26
206218.1815.07-3.12
----
0.421.681.26
206318.2715.10-3.18
----
0.451.711.26
206418.3615.13-3.23
----
0.481.731.26
206518.4515.16-3.29
----
0.501.761.25
206618.5315.18-3.35
----
0.531.781.25
206718.6215.21-3.41
----
0.561.801.24
206818.7015.24-3.46
----
0.581.821.24
206918.7915.27-3.52
----
0.611.851.23
207018.8715.29-3.58
----
0.641.871.23
207118.9515.32-3.64
----
0.671.891.22
207219.0315.34-3.69
----
0.701.911.21
207319.1115.37-3.74
----
0.721.931.21
207419.1815.39-3.79
----
0.751.951.20
207519.2415.41-3.83
----
0.781.971.19
207619.2915.44-3.86
----
0.801.991.19
207719.3315.46-3.88
----
0.832.011.18
207819.3615.48-3.88
----
0.852.031.18
207919.3615.49-3.87
----
0.872.051.17
208019.3615.51-3.85
----
0.902.061.17
208119.3515.53-3.82
----
0.922.081.17
208219.3315.54-3.79
----
0.932.101.16
208319.3015.56-3.74
----
0.952.111.16
208419.2615.57-3.69
----
0.972.131.16
208519.2115.58-3.63
----
0.982.151.16
208619.1615.59-3.57
----
1.002.161.16
208719.1015.60-3.50
----
1.012.181.17
208819.0415.61-3.43
----
1.022.191.17
208918.9915.62-3.37
----
1.032.201.17
209018.9415.63-3.31
----
1.052.221.17
209118.9015.64-3.26
----
1.062.231.18
209218.8715.65-3.22
----
1.072.251.18
209318.8515.66-3.19
----
1.082.261.18
209418.8515.67-3.17
----
1.092.271.18
209518.8515.69-3.16
----
1.112.281.18
209618.8615.70-3.16
----
1.122.301.18
209718.8815.71-3.17
----
1.132.311.18
209818.9215.73-3.19
----
1.142.321.17

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 17.79% 15.17% -2.63% 2035 0.41% 1.39% 0.98%

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