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
202314.3313.04-1.29
210
0.020.00-0.02
202414.4712.96-1.51
194
0.020.00-0.02
202514.6812.97-1.71
177
0.020.00-0.02
202614.9113.08-1.83
159
0.020.00-0.02
202715.1313.10-2.02
142
0.020.00-0.02
202815.3513.14-2.21
125
0.020.00-0.02
202915.5513.18-2.38
108
0.020.00-0.02
203015.7513.20-2.54
90
0.020.00-0.02
203115.9313.23-2.70
73
0.030.00-0.02
203216.0913.25-2.85
56
0.030.00-0.02
203316.2313.26-2.97
38
0.030.00-0.02
203416.3513.27-3.08
20
0.030.00-0.02
203516.4513.27-3.17
2
0.030.00-0.03
203616.5313.28-3.24
----
0.030.00-0.03
203716.6013.29-3.32
----
0.030.00-0.03
203816.6713.29-3.37
----
0.030.00-0.03
203916.7213.30-3.42
----
0.030.00-0.03
204016.7513.30-3.45
----
0.030.00-0.03
204116.7713.30-3.47
----
0.030.00-0.03
204216.7913.30-3.49
----
0.030.00-0.03
204316.8113.31-3.51
----
0.030.00-0.03
204416.8313.31-3.52
----
0.030.00-0.03
204516.8513.31-3.54
----
0.030.00-0.03
204616.8713.31-3.56
----
0.030.00-0.03
204716.8913.31-3.58
----
0.030.00-0.03
204816.9213.32-3.60
----
0.030.00-0.03
204916.9513.32-3.63
----
0.030.00-0.03
205016.9813.32-3.66
----
0.030.00-0.03
205117.0113.32-3.69
----
0.030.00-0.03
205217.0413.33-3.72
----
0.030.00-0.03
205317.0813.33-3.75
----
0.030.00-0.03
205417.1313.33-3.79
----
0.030.00-0.03
205517.1813.34-3.84
----
0.030.00-0.03
205617.2313.34-3.89
----
0.030.00-0.03
205717.2913.35-3.94
----
0.030.00-0.03
205817.3513.35-4.00
----
0.030.00-0.03
205917.4213.36-4.06
----
0.030.00-0.03
206017.4813.36-4.12
----
0.030.00-0.03
206117.5413.37-4.17
----
0.030.00-0.03
206217.6013.37-4.23
----
0.030.00-0.03
206317.6613.38-4.28
----
0.030.00-0.03
206417.7113.38-4.33
----
0.030.00-0.03
206517.7613.38-4.38
----
0.030.00-0.03
206617.8113.39-4.42
----
0.030.00-0.03
206717.8613.39-4.47
----
0.030.00-0.03
206817.9213.40-4.52
----
0.030.00-0.03
206917.9713.40-4.57
----
0.030.00-0.03
207018.0313.40-4.63
----
0.030.00-0.03
207118.0913.41-4.68
----
0.030.00-0.03
207218.1413.41-4.73
----
0.030.00-0.03
207318.1913.42-4.77
----
0.030.00-0.03
207418.2413.42-4.82
----
0.030.00-0.03
207518.2813.42-4.86
----
0.030.00-0.03
207618.3213.43-4.89
----
0.030.00-0.03
207718.3413.43-4.91
----
0.030.00-0.03
207818.3513.43-4.92
----
0.030.00-0.03
207918.3513.43-4.92
----
0.030.00-0.03
208018.3313.43-4.90
----
0.030.00-0.03
208118.3113.43-4.88
----
0.030.00-0.03
208218.2713.43-4.85
----
0.030.00-0.03
208318.2313.43-4.81
----
0.030.00-0.03
208418.1913.42-4.77
----
0.030.00-0.03
208518.1413.42-4.72
----
0.030.00-0.03
208618.0813.42-4.66
----
0.030.00-0.03
208718.0113.41-4.60
----
0.030.00-0.03
208817.9413.41-4.54
----
0.030.00-0.03
208917.8813.40-4.48
----
0.030.00-0.03
209017.8213.40-4.42
----
0.030.00-0.03
209117.7713.40-4.37
----
0.030.00-0.03
209217.7313.39-4.34
----
0.030.00-0.03
209317.7013.39-4.31
----
0.030.00-0.03
209417.6813.39-4.29
----
0.030.00-0.03
209517.6713.39-4.28
----
0.030.00-0.03
209617.6713.39-4.28
----
0.030.00-0.03
209717.6813.39-4.29
----
0.030.00-0.03

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 17.23% 13.78% -3.45% 2035 0.03% 0.00% -0.03%

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