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The 2023 OASDI Trustees Report
Office of the Chief Actuary
Actuarial Publications
Reading the Report
Table of Contents
List of Tables
List of Figures
Index
LIST OF FIGURES
II. OVERVIEW
II.D1 Short-Range OASI and DI Combined Trust Fund Ratio
II.D2 OASDI Income, Cost, and Expenditures as Percentages of Taxable Payroll
II.D3 Number of Covered Workers Per OASDI Beneficiary
II.D4 OASDI Cost and Non-Interest Income as a Percentage of GDP
II.D5 Cumulative Scheduled OASDI Income Less Cost, From Program Inception Through Years 2022‑2097
II.D6 Long-Range OASI and DI Combined Trust Fund Ratios Under Alternative Scenarios
II.D7 Long-Range OASI and DI Trust Fund Ratios
II.D8 Long-Range OASI and DI Combined Trust Fund Ratios From Stochastic Modeling
II.D9 OASDI Annual Balances: 2022 and 2023 Trustees Reports
IV. ACTUARIAL ESTIMATES
IV.A1 Short-Range OASI and DI Trust Fund Ratios
IV.B1 Long-Range OASI and DI Annual Income Rates and Cost Rates
IV.B2 Number of OASDI Beneficiaries Per 100 Covered Workers
IV.B3 Long-Range OASI and DI Trust Fund Ratios
IV.B4 OASDI Annual Balances: 2022 and 2023 Trustees Reports
V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES
V.C1 Primary-Insurance-Amount Formula for Those Newly Eligible in 2023
V.C2 OASI Maximum-Family-Benefit Formula for Those Newly Eligible in 2023
V.C3 DI Disability Incidence Rates, 1970-2100
V.C4 DI Disability Termination Rates, 1970-2100
V.C5 Comparison of DI Disability Incidence Rates, Termination Rates and Conversion Ratios Under Intermediate Assumptions, 1970-2100
V.C6 DI Disability Prevalence Rates, 1970-2100
VI. APPENDICES
VI.E1 Long-Range OASDI Cost Rates From Stochastic Modeling
VI.E2 Long-Range OASI and DI Combined Trust Fund Ratios From Stochastic Modeling
VI.E3 OASDI Cost Rates: Comparison of Stochastic to Low-Cost, Intermediate, and High-Cost Alternative Scenarios
VI.E4 OASDI Trust Fund (Unfunded Obligation) Ratios: Comparison of Stochastic to Low-Cost, Intermediate, and High-Cost Alternative Scenarios
VI.G1 Estimated OASDI Income and Cost in CPI-Indexed 2023 Dollars, Based on Intermediate Assumptions