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
-0.00-0.000.00
202615.2313.08-2.15
149
-0.01-0.000.00
202715.3713.09-2.27
132
-0.01-0.000.01
202815.5313.13-2.40
114
-0.03-0.000.02
202915.6813.16-2.52
96
-0.04-0.000.04
203015.8213.18-2.63
79
-0.05-0.000.05
203115.9313.21-2.72
62
-0.07-0.000.07
203216.0513.23-2.82
44
-0.09-0.000.09
203316.1513.24-2.91
27
-0.12-0.010.11
203416.2413.25-2.99
9
-0.14-0.010.13
203516.3213.26-3.06
----
-0.16-0.010.15
203616.3713.27-3.11
----
-0.18-0.010.17
203716.4313.27-3.16
----
-0.20-0.010.19
203816.4713.28-3.20
----
-0.22-0.010.21
203916.5013.28-3.22
----
-0.24-0.010.23
204016.5213.28-3.23
----
-0.26-0.010.25
204116.5213.28-3.24
----
-0.28-0.010.27
204216.5213.29-3.23
----
-0.30-0.020.28
204316.5113.29-3.23
----
-0.32-0.020.30
204416.5113.29-3.23
----
-0.33-0.020.31
204516.5113.29-3.22
----
-0.35-0.020.33
204616.5213.29-3.23
----
-0.36-0.020.34
204716.5213.29-3.23
----
-0.38-0.020.36
204816.5313.29-3.24
----
-0.39-0.020.37
204916.5513.30-3.25
----
-0.41-0.020.39
205016.5713.30-3.27
----
-0.42-0.020.40
205116.5813.30-3.28
----
-0.43-0.020.41
205216.6113.30-3.31
----
-0.45-0.020.42
205316.6513.31-3.34
----
-0.46-0.030.43
205416.7013.31-3.39
----
-0.47-0.030.44
205516.7513.32-3.44
----
-0.48-0.030.45
205616.8213.32-3.50
----
-0.49-0.030.46
205716.8813.33-3.56
----
-0.49-0.030.47
205816.9613.33-3.63
----
-0.50-0.030.47
205917.0313.34-3.69
----
-0.51-0.030.48
206017.1113.34-3.76
----
-0.51-0.030.48
206117.1713.35-3.82
----
-0.52-0.030.49
206217.2413.36-3.88
----
-0.52-0.030.49
206317.3013.36-3.94
----
-0.52-0.030.49
206417.3613.37-3.99
----
-0.53-0.030.50
206517.4213.37-4.05
----
-0.53-0.030.50
206617.4713.37-4.10
----
-0.53-0.030.50
206717.5313.38-4.15
----
-0.53-0.030.50
206817.5813.38-4.20
----
-0.54-0.030.51
206917.6413.39-4.25
----
-0.54-0.030.51
207017.6913.39-4.30
----
-0.54-0.030.51
207117.7413.40-4.35
----
-0.54-0.030.51
207217.7913.40-4.39
----
-0.54-0.030.51
207317.8413.40-4.43
----
-0.55-0.030.51
207417.8813.41-4.47
----
-0.55-0.030.51
207517.9213.41-4.51
----
-0.55-0.030.52
207617.9413.41-4.53
----
-0.55-0.030.52
207717.9513.42-4.54
----
-0.55-0.030.52
207817.9513.42-4.54
----
-0.55-0.030.52
207917.9413.42-4.53
----
-0.55-0.030.52
208017.9213.41-4.50
----
-0.55-0.030.52
208117.8913.41-4.47
----
-0.55-0.030.51
208217.8513.41-4.44
----
-0.55-0.030.51
208317.8013.41-4.39
----
-0.54-0.030.51
208417.7513.41-4.34
----
-0.54-0.030.51
208517.6913.40-4.28
----
-0.54-0.030.51
208617.6213.40-4.22
----
-0.54-0.030.51
208717.5513.39-4.16
----
-0.54-0.030.51
208817.4813.39-4.09
----
-0.53-0.030.50
208917.4213.39-4.03
----
-0.53-0.030.50
209017.3613.38-3.98
----
-0.53-0.030.50
209117.3113.38-3.93
----
-0.53-0.030.50
209217.2713.38-3.90
----
-0.53-0.030.50
209317.2413.37-3.87
----
-0.53-0.030.50
209417.2313.37-3.85
----
-0.53-0.030.50
209517.2213.37-3.84
----
-0.53-0.030.50
209617.2213.37-3.84
----
-0.53-0.030.50
209717.2313.37-3.85
----
-0.53-0.030.50
209817.2413.38-3.87
----
-0.53-0.030.50

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 17.00% 13.76% -3.25% 2034 -0.38% -0.02% 0.36%

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