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
202514.9712.97-2.00
169
-0.07-0.000.07
202615.0913.07-2.01
151
-0.15-0.010.14
202715.1613.08-2.08
135
-0.22-0.010.21
202815.2613.12-2.15
118
-0.29-0.010.28
202915.3613.14-2.21
102
-0.36-0.020.34
203015.4413.16-2.28
87
-0.43-0.020.41
203115.5013.19-2.32
71
-0.50-0.030.47
203215.5813.21-2.37
56
-0.57-0.030.53
203315.6413.21-2.43
41
-0.63-0.030.59
203415.7013.22-2.48
26
-0.69-0.040.65
203515.7413.23-2.51
10
-0.74-0.040.70
203615.7613.23-2.53
----
-0.79-0.040.75
203715.7913.23-2.56
----
-0.84-0.050.79
203815.8113.24-2.57
----
-0.89-0.050.84
203915.8213.24-2.58
----
-0.93-0.050.88
204015.8213.24-2.57
----
-0.97-0.060.91
204115.8013.24-2.56
----
-1.00-0.060.94
204215.7913.24-2.54
----
-1.03-0.060.97
204315.7713.24-2.53
----
-1.06-0.061.00
204415.7613.24-2.52
----
-1.08-0.061.02
204515.7613.24-2.51
----
-1.11-0.061.04
204615.7513.24-2.51
----
-1.13-0.071.06
204715.7613.25-2.51
----
-1.14-0.071.08
204815.7713.25-2.52
----
-1.16-0.071.09
204915.7813.25-2.53
----
-1.17-0.071.10
205015.8013.25-2.55
----
-1.18-0.071.11
205115.8213.25-2.57
----
-1.19-0.071.12
205215.8613.26-2.60
----
-1.20-0.071.13
205315.9013.26-2.64
----
-1.21-0.071.14
205415.9513.27-2.68
----
-1.22-0.071.15
205516.0113.27-2.74
----
-1.23-0.071.15
205616.0713.28-2.79
----
-1.23-0.071.16
205716.1413.28-2.86
----
-1.24-0.071.17
205816.2113.29-2.92
----
-1.25-0.071.17
205916.2813.29-2.99
----
-1.26-0.071.18
206016.3513.30-3.06
----
-1.26-0.071.19
206116.4213.30-3.12
----
-1.27-0.081.20
206216.4813.31-3.17
----
-1.28-0.081.20
206316.5413.31-3.22
----
-1.29-0.081.21
206416.5913.32-3.27
----
-1.30-0.081.22
206516.6413.32-3.32
----
-1.30-0.081.23
206616.6913.33-3.36
----
-1.31-0.081.24
206716.7413.33-3.41
----
-1.32-0.081.24
206816.7913.33-3.45
----
-1.33-0.081.25
206916.8313.34-3.50
----
-1.34-0.081.26
207016.8813.34-3.54
----
-1.35-0.081.27
207116.9313.35-3.58
----
-1.36-0.081.28
207216.9713.35-3.62
----
-1.36-0.081.28
207317.0113.35-3.66
----
-1.37-0.081.29
207417.0513.36-3.69
----
-1.38-0.081.30
207517.0813.36-3.72
----
-1.39-0.081.30
207617.1013.36-3.74
----
-1.39-0.081.31
207717.1013.36-3.74
----
-1.40-0.081.31
207817.1013.36-3.74
----
-1.40-0.081.32
207917.0813.36-3.72
----
-1.41-0.081.32
208017.0613.36-3.70
----
-1.41-0.091.32
208117.0213.36-3.66
----
-1.41-0.091.33
208216.9813.36-3.62
----
-1.41-0.091.33
208316.9313.36-3.58
----
-1.41-0.091.33
208416.8813.35-3.53
----
-1.41-0.091.33
208516.8213.35-3.47
----
-1.41-0.091.33
208616.7513.34-3.41
----
-1.41-0.091.32
208716.6813.34-3.34
----
-1.41-0.091.32
208816.6213.34-3.28
----
-1.40-0.091.32
208916.5513.33-3.22
----
-1.40-0.081.32
209016.5013.33-3.17
----
-1.40-0.081.31
209116.4513.33-3.12
----
-1.39-0.081.31
209216.4113.32-3.09
----
-1.39-0.081.31
209316.3813.32-3.06
----
-1.39-0.081.31
209416.3713.32-3.05
----
-1.39-0.081.30
209516.3613.32-3.04
----
-1.39-0.081.30
209616.3613.32-3.04
----
-1.38-0.081.30
209716.3713.32-3.05
----
-1.38-0.081.30
209816.3913.32-3.07
----
-1.38-0.081.30

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 16.30% 13.71% -2.59% 2035 -1.08% -0.06% 1.02%

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