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
202515.0412.97-2.07
168
0.000.000.00
202615.5613.10-2.46
146
0.320.02-0.30
202715.6813.11-2.57
127
0.300.02-0.28
202815.8313.15-2.68
108
0.270.02-0.26
202915.9713.18-2.79
89
0.250.01-0.23
203016.0913.20-2.89
71
0.220.01-0.21
203116.2013.23-2.98
52
0.200.01-0.18
203216.3313.25-3.08
34
0.180.01-0.17
203316.4413.26-3.18
15
0.170.01-0.16
203416.5313.27-3.26
----
0.150.01-0.14
203516.6113.28-3.33
----
0.130.01-0.12
203616.6713.28-3.39
----
0.110.01-0.10
203716.7313.29-3.44
----
0.090.01-0.08
203816.7713.29-3.47
----
0.070.01-0.07
203916.8013.30-3.50
----
0.060.00-0.05
204016.8313.30-3.52
----
0.040.00-0.04
204116.8413.30-3.54
----
0.030.00-0.03
204216.8413.30-3.54
----
0.030.00-0.02
204316.8513.31-3.54
----
0.020.00-0.02
204416.8613.31-3.55
----
0.010.00-0.01
204516.8713.31-3.56
----
0.000.00-0.00
204616.8813.31-3.56
----
-0.010.000.01
204716.8913.31-3.57
----
-0.020.000.02
204816.9013.32-3.59
----
-0.02-0.000.02
204916.9213.32-3.61
----
-0.03-0.000.03
205016.9513.32-3.63
----
-0.04-0.000.04
205116.9713.32-3.65
----
-0.04-0.000.04
205217.0113.33-3.69
----
-0.05-0.000.05
205317.0613.33-3.73
----
-0.05-0.000.05
205417.1113.33-3.78
----
-0.05-0.000.05
205517.1713.34-3.83
----
-0.06-0.000.06
205617.2413.35-3.89
----
-0.06-0.000.06
205717.3113.35-3.96
----
-0.07-0.000.07
205817.3813.36-4.02
----
-0.08-0.000.08
205917.4513.36-4.09
----
-0.08-0.000.08
206017.5313.37-4.16
----
-0.09-0.000.09
206117.6013.38-4.22
----
-0.09-0.000.09
206217.6613.38-4.28
----
-0.10-0.000.09
206317.7313.39-4.34
----
-0.10-0.000.09
206417.7813.39-4.39
----
-0.10-0.000.10
206517.8413.40-4.45
----
-0.10-0.010.10
206617.9013.40-4.50
----
-0.11-0.010.10
206717.9513.40-4.55
----
-0.11-0.010.10
206818.0113.41-4.60
----
-0.11-0.010.10
206918.0713.41-4.65
----
-0.11-0.010.10
207018.1213.42-4.71
----
-0.11-0.010.10
207118.1813.42-4.75
----
-0.11-0.010.10
207218.2213.43-4.80
----
-0.11-0.010.10
207318.2713.43-4.84
----
-0.11-0.010.11
207418.3113.43-4.87
----
-0.12-0.010.11
207518.3413.44-4.90
----
-0.12-0.010.12
207618.3613.44-4.92
----
-0.13-0.010.12
207718.3713.44-4.93
----
-0.13-0.010.12
207818.3713.44-4.93
----
-0.13-0.010.13
207918.3613.44-4.92
----
-0.13-0.010.13
208018.3313.44-4.89
----
-0.14-0.010.13
208118.2913.44-4.86
----
-0.14-0.010.13
208218.2513.44-4.82
----
-0.14-0.010.14
208318.2013.43-4.77
----
-0.15-0.010.14
208418.1413.43-4.71
----
-0.15-0.010.14
208518.0813.43-4.65
----
-0.15-0.010.14
208618.0113.42-4.59
----
-0.15-0.010.14
208717.9513.42-4.53
----
-0.14-0.010.14
208817.8813.41-4.46
----
-0.14-0.010.13
208917.8213.41-4.41
----
-0.14-0.010.13
209017.7613.41-4.35
----
-0.13-0.010.13
209117.7113.40-4.31
----
-0.13-0.010.12
209217.6713.40-4.27
----
-0.13-0.010.12
209317.6513.40-4.25
----
-0.13-0.010.12
209417.6313.40-4.23
----
-0.12-0.010.12
209517.6213.40-4.22
----
-0.12-0.010.12
209617.6213.40-4.22
----
-0.12-0.010.12
209717.6313.40-4.23
----
-0.12-0.010.12
209817.6513.40-4.25
----
-0.12-0.010.12

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 17.36% 13.78% -3.59% 2033 -0.02% -0.00% 0.02%

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