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
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
-0.00-0.000.00
203116.0013.21-2.79
60
-0.00-0.000.00
203216.1413.24-2.91
43
-0.00-0.000.00
203316.2713.25-3.02
25
-0.00-0.000.00
203416.3813.26-3.12
7
-0.00-0.000.00
203516.4813.27-3.21
----
-0.00-0.000.00
203616.5513.27-3.28
----
-0.00-0.000.00
203716.6313.28-3.35
----
-0.01-0.000.00
203816.6913.29-3.40
----
-0.01-0.000.01
203916.7413.29-3.44
----
-0.01-0.000.01
204016.7713.30-3.47
----
-0.01-0.000.01
204116.7913.30-3.49
----
-0.01-0.000.01
204216.8013.30-3.50
----
-0.02-0.000.02
204316.8113.30-3.51
----
-0.02-0.000.02
204416.8213.30-3.52
----
-0.03-0.000.02
204516.8313.31-3.53
----
-0.03-0.000.03
204616.8513.31-3.54
----
-0.03-0.000.03
204716.8713.31-3.56
----
-0.04-0.000.03
204816.8913.31-3.57
----
-0.04-0.000.04
204916.9113.32-3.60
----
-0.04-0.000.04
205016.9413.32-3.62
----
-0.05-0.000.04
205116.9713.32-3.65
----
-0.05-0.000.05
205217.0113.32-3.68
----
-0.05-0.000.05
205317.0513.33-3.72
----
-0.06-0.000.05
205417.1113.33-3.77
----
-0.06-0.000.06
205517.1713.34-3.83
----
-0.06-0.000.06
205617.2413.34-3.89
----
-0.07-0.000.06
205717.3113.35-3.96
----
-0.07-0.000.06
205817.3913.36-4.03
----
-0.07-0.000.07
205917.4713.36-4.10
----
-0.07-0.000.07
206017.5413.37-4.17
----
-0.07-0.000.07
206117.6113.37-4.24
----
-0.08-0.000.07
206217.6813.38-4.30
----
-0.08-0.000.07
206317.7413.39-4.36
----
-0.08-0.000.08
206417.8013.39-4.41
----
-0.08-0.000.08
206517.8613.40-4.47
----
-0.08-0.000.08
206617.9213.40-4.52
----
-0.08-0.000.08
206717.9713.40-4.57
----
-0.08-0.010.08
206818.0313.41-4.62
----
-0.09-0.010.08
206918.0913.41-4.67
----
-0.09-0.010.08
207018.1413.42-4.73
----
-0.09-0.010.08
207118.2013.42-4.77
----
-0.09-0.010.08
207218.2513.43-4.82
----
-0.09-0.010.08
207318.2913.43-4.86
----
-0.09-0.010.08
207418.3413.43-4.90
----
-0.09-0.010.08
207518.3713.44-4.94
----
-0.09-0.010.08
207618.4013.44-4.96
----
-0.09-0.010.08
207718.4113.44-4.97
----
-0.09-0.010.08
207818.4113.44-4.97
----
-0.09-0.010.08
207918.4013.44-4.96
----
-0.09-0.010.08
208018.3813.44-4.94
----
-0.09-0.010.08
208118.3413.44-4.90
----
-0.09-0.010.08
208218.3013.44-4.87
----
-0.09-0.010.08
208318.2613.44-4.82
----
-0.09-0.010.08
208418.2013.43-4.77
----
-0.09-0.010.08
208518.1413.43-4.71
----
-0.09-0.010.08
208618.0713.42-4.65
----
-0.09-0.010.08
208718.0013.42-4.58
----
-0.09-0.010.08
208817.9313.42-4.52
----
-0.09-0.010.08
208917.8713.41-4.45
----
-0.09-0.010.08
209017.8113.41-4.40
----
-0.09-0.010.08
209117.7513.40-4.35
----
-0.09-0.010.08
209217.7113.40-4.31
----
-0.09-0.010.08
209317.6913.40-4.28
----
-0.09-0.010.08
209417.6713.40-4.27
----
-0.09-0.010.08
209517.6613.40-4.26
----
-0.09-0.010.08
209617.6613.40-4.26
----
-0.09-0.010.08
209717.6713.40-4.27
----
-0.09-0.010.08
209817.6813.40-4.28
----
-0.09-0.010.08

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 17.33% 13.77% -3.56% 2034 -0.05% -0.00% 0.05%

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