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
202414.8715.110.24
187
0.002.222.22
202515.0415.380.34
182
-0.002.402.41
202615.2315.520.28
178
-0.002.432.44
202715.3815.540.17
175
-0.012.452.45
202815.5515.590.04
171
-0.012.462.47
202915.7115.63-0.08
168
-0.012.472.48
203015.8615.67-0.19
164
-0.012.482.50
203115.9815.70-0.28
160
-0.022.492.51
203216.1215.74-0.38
156
-0.022.502.52
203316.2415.75-0.49
151
-0.032.502.53
203416.3515.76-0.59
147
-0.032.502.54
203516.4415.77-0.67
144
-0.042.502.54
203616.5115.78-0.73
141
-0.052.502.55
203716.5815.78-0.80
137
-0.052.502.55
203816.6415.79-0.85
133
-0.062.502.56
203916.6815.79-0.89
129
-0.062.502.56
204016.7115.80-0.92
124
-0.072.502.57
204116.7315.80-0.93
120
-0.072.502.57
204216.7415.80-0.94
116
-0.072.502.58
204316.7515.81-0.95
111
-0.082.502.58
204416.7615.81-0.96
107
-0.082.502.58
204516.7815.81-0.97
102
-0.082.502.59
204616.7915.81-0.98
97
-0.092.502.59
204716.8115.82-1.00
92
-0.092.502.59
204816.8315.82-1.01
87
-0.092.502.60
204916.8615.82-1.04
82
-0.092.512.60
205016.8915.83-1.06
77
-0.102.512.60
205116.9215.83-1.09
71
-0.102.512.60
205216.9615.83-1.13
65
-0.102.512.61
205317.0115.84-1.17
59
-0.102.512.61
205417.0615.85-1.22
53
-0.102.512.61
205517.1315.85-1.28
46
-0.102.512.61
205617.2015.86-1.34
39
-0.102.512.61
205717.2815.86-1.41
32
-0.102.512.61
205817.3615.87-1.49
24
-0.102.512.61
205917.4415.88-1.56
16
-0.102.512.61
206017.5215.89-1.63
7
-0.102.512.61
206117.5915.89-1.70
----
-0.102.512.61
206217.6615.90-1.76
----
-0.102.512.61
206317.7315.90-1.82
----
-0.102.512.61
206417.7915.91-1.88
----
-0.102.512.61
206517.8515.92-1.94
----
-0.092.522.61
206617.9115.92-1.99
----
-0.092.522.61
206717.9715.93-2.04
----
-0.092.522.61
206818.0315.93-2.09
----
-0.092.522.61
206918.0915.94-2.15
----
-0.092.522.61
207018.1415.94-2.20
----
-0.092.522.61
207118.2015.95-2.25
----
-0.092.522.60
207218.2515.95-2.30
----
-0.082.522.60
207318.3015.96-2.34
----
-0.082.522.60
207418.3515.96-2.39
----
-0.082.522.60
207518.3815.96-2.42
----
-0.082.522.60
207618.4115.97-2.44
----
-0.082.522.60
207718.4215.97-2.45
----
-0.082.522.60
207818.4315.97-2.46
----
-0.082.522.60
207918.4115.97-2.44
----
-0.082.522.60
208018.3915.97-2.42
----
-0.082.522.60
208118.3615.97-2.39
----
-0.072.522.60
208218.3215.97-2.35
----
-0.072.532.60
208318.2715.97-2.31
----
-0.072.532.60
208418.2215.96-2.25
----
-0.072.532.60
208518.1615.96-2.20
----
-0.072.532.60
208618.0915.96-2.13
----
-0.072.532.60
208718.0215.95-2.07
----
-0.072.532.60
208817.9515.95-2.00
----
-0.072.532.60
208917.8815.95-1.94
----
-0.072.532.60
209017.8315.94-1.88
----
-0.072.532.60
209117.7715.94-1.83
----
-0.072.532.60
209217.7315.94-1.80
----
-0.072.532.60
209317.7015.94-1.77
----
-0.072.532.60
209417.6915.94-1.75
----
-0.072.532.60
209517.6815.94-1.74
----
-0.072.532.60
209617.6815.94-1.74
----
-0.072.532.60
209717.6915.94-1.75
----
-0.072.532.60
209817.7115.94-1.77
----
-0.072.532.60

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 17.31% 16.25% -1.07% 2060 -0.07% 2.47% 2.54%

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