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
202214.0512.79-1.26
230
0.000.000.00
202314.3114.930.62
211
0.001.901.90
202414.4414.960.51
207
-0.002.002.00
202514.6514.990.34
202
-0.002.032.03
202614.8815.140.25
197
-0.002.062.06
202715.1015.190.09
192
-0.002.092.09
202815.3315.26-0.07
187
-0.002.122.12
202915.5315.33-0.20
181
0.002.152.15
203015.7215.39-0.33
176
0.002.192.19
203115.9115.46-0.45
170
0.002.232.23
203216.0715.55-0.52
165
0.012.312.30
203316.2115.62-0.59
160
0.012.372.36
203416.3315.71-0.63
156
0.012.442.43
203516.4315.78-0.66
152
0.012.502.49
203616.5215.79-0.73
149
0.022.512.49
203716.6015.80-0.80
145
0.022.512.49
203816.6615.80-0.86
141
0.022.512.49
203916.7215.81-0.91
137
0.032.512.48
204016.7515.81-0.94
133
0.032.512.48
204116.7715.82-0.96
128
0.032.512.48
204216.8015.82-0.98
124
0.042.522.48
204316.8215.82-1.00
119
0.042.522.48
204416.8515.82-1.02
114
0.042.522.47
204516.8715.83-1.04
109
0.052.522.47
204616.8915.83-1.06
104
0.052.522.47
204716.9215.83-1.09
99
0.062.522.46
204816.9515.84-1.11
93
0.062.522.46
204916.9815.84-1.14
88
0.062.522.46
205017.0215.84-1.17
82
0.072.532.46
205117.0515.85-1.20
76
0.072.532.45
205217.0915.85-1.24
69
0.082.532.45
205317.1315.86-1.28
62
0.082.532.45
205417.1815.86-1.32
56
0.082.532.45
205517.2415.87-1.37
48
0.092.532.44
205617.3015.87-1.42
41
0.092.532.44
205717.3615.88-1.48
33
0.102.532.44
205817.4215.88-1.54
25
0.102.532.43
205917.4915.89-1.60
17
0.102.542.43
206017.5615.90-1.66
8
0.112.542.43
206117.6215.90-1.72
----
0.112.542.43
206217.6915.91-1.78
----
0.122.542.42
206317.7515.91-1.83
----
0.122.542.42
206417.8015.92-1.88
----
0.122.542.42
206517.8615.92-1.93
----
0.132.542.42
206617.9115.93-1.98
----
0.132.542.41
206717.9715.93-2.03
----
0.132.542.41
206818.0215.94-2.08
----
0.132.542.41
206918.0815.94-2.14
----
0.142.552.41
207018.1415.95-2.19
----
0.142.552.41
207118.2015.95-2.24
----
0.142.552.41
207218.2515.96-2.29
----
0.142.552.40
207318.3115.96-2.34
----
0.152.552.40
207418.3615.97-2.39
----
0.152.552.40
207518.4015.97-2.43
----
0.152.552.40
207618.4415.98-2.46
----
0.152.552.40
207718.4615.98-2.48
----
0.152.552.40
207818.4715.98-2.49
----
0.152.552.40
207918.4715.98-2.49
----
0.152.552.40
208018.4615.98-2.47
----
0.152.552.40
208118.4315.98-2.45
----
0.162.552.40
208218.4015.98-2.42
----
0.162.562.40
208318.3615.98-2.38
----
0.162.562.40
208418.3215.98-2.34
----
0.162.562.40
208518.2615.98-2.29
----
0.162.562.40
208618.2015.97-2.23
----
0.162.562.40
208718.1415.97-2.17
----
0.162.562.40
208818.0715.96-2.11
----
0.162.562.40
208918.0115.96-2.05
----
0.152.562.40
209017.9515.96-1.99
----
0.152.562.41
209117.9015.96-1.94
----
0.152.562.41
209217.8615.95-1.90
----
0.152.562.41
209317.8315.95-1.87
----
0.152.562.41
209417.8115.95-1.85
----
0.152.562.41
209517.8015.95-1.84
----
0.152.562.41
209617.7915.95-1.84
----
0.152.562.41
209717.8015.95-1.85
----
0.152.562.41

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
2022-2096 17.28% 16.21% -1.07% 2060 0.08% 2.43% 2.35%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.