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
203015.8813.19-2.69
78
0.010.00-0.01
203116.0113.21-2.80
60
0.010.00-0.01
203216.1613.24-2.92
43
0.010.00-0.01
203316.2813.25-3.04
25
0.020.00-0.02
203416.4013.26-3.14
7
0.020.00-0.02
203516.5013.27-3.23
----
0.020.00-0.02
203616.5913.28-3.31
----
0.030.00-0.03
203716.6713.28-3.38
----
0.030.00-0.03
203816.7313.29-3.44
----
0.040.00-0.04
203916.7913.30-3.49
----
0.040.00-0.04
204016.8313.30-3.53
----
0.050.00-0.04
204116.8613.30-3.55
----
0.050.00-0.05
204216.8713.30-3.57
----
0.060.00-0.05
204316.8913.31-3.58
----
0.060.00-0.06
204416.9113.31-3.60
----
0.070.00-0.06
204516.9313.31-3.62
----
0.070.00-0.07
204616.9613.31-3.64
----
0.070.00-0.07
204716.9813.32-3.67
----
0.080.00-0.07
204817.0113.32-3.69
----
0.080.00-0.08
204917.0413.32-3.72
----
0.090.01-0.08
205017.0813.33-3.75
----
0.090.01-0.09
205117.1113.33-3.78
----
0.090.01-0.09
205217.1613.33-3.82
----
0.100.01-0.09
205317.2113.34-3.87
----
0.100.01-0.10
205417.2713.34-3.92
----
0.100.01-0.09
205517.3313.35-3.98
----
0.100.01-0.09
205617.4013.35-4.05
----
0.100.01-0.09
205717.4813.36-4.12
----
0.100.01-0.09
205817.5613.37-4.19
----
0.100.01-0.09
205917.6413.37-4.26
----
0.100.01-0.09
206017.7113.38-4.33
----
0.090.01-0.09
206117.7813.39-4.40
----
0.090.01-0.09
206217.8513.39-4.46
----
0.090.01-0.09
206317.9213.40-4.52
----
0.090.01-0.09
206417.9813.40-4.58
----
0.090.01-0.09
206518.0413.41-4.63
----
0.090.01-0.09
206618.1013.41-4.69
----
0.090.01-0.09
206718.1513.42-4.74
----
0.100.01-0.09
206818.2113.42-4.79
----
0.100.01-0.09
206918.2713.42-4.84
----
0.100.01-0.09
207018.3313.43-4.90
----
0.100.01-0.09
207118.3813.43-4.95
----
0.100.01-0.09
207218.4313.44-4.99
----
0.100.01-0.09
207318.4813.44-5.04
----
0.100.01-0.09
207418.5213.45-5.08
----
0.100.01-0.09
207518.5613.45-5.11
----
0.100.01-0.09
207618.5913.45-5.14
----
0.100.01-0.09
207718.6013.45-5.15
----
0.100.01-0.09
207818.6013.45-5.15
----
0.100.01-0.09
207918.5913.45-5.13
----
0.100.01-0.09
208018.5613.45-5.11
----
0.100.01-0.09
208118.5313.45-5.08
----
0.090.01-0.09
208218.4913.45-5.04
----
0.090.01-0.09
208318.4413.45-4.99
----
0.090.01-0.09
208418.3813.44-4.94
----
0.090.01-0.09
208518.3213.44-4.88
----
0.090.01-0.09
208618.2513.44-4.82
----
0.090.01-0.09
208718.1813.43-4.75
----
0.090.01-0.08
208818.1113.43-4.68
----
0.090.01-0.08
208918.0413.42-4.62
----
0.090.01-0.08
209017.9813.42-4.56
----
0.090.01-0.08
209117.9313.41-4.51
----
0.090.01-0.08
209217.8913.41-4.47
----
0.090.01-0.08
209317.8613.41-4.45
----
0.090.01-0.08
209417.8413.41-4.43
----
0.080.01-0.08
209517.8313.41-4.42
----
0.080.01-0.08
209617.8313.41-4.42
----
0.080.01-0.08
209717.8313.41-4.42
----
0.080.00-0.08
209817.8513.41-4.44
----
0.080.00-0.07

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 17.45% 13.78% -3.67% 2034 0.07% 0.00% -0.06%

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