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
202515.0414.40-0.64
168
0.001.431.43
202615.2314.67-0.56
158
-0.001.591.59
202715.3814.75-0.63
150
-0.001.651.66
202815.5514.85-0.70
142
-0.001.721.72
202915.7214.95-0.77
135
-0.001.791.79
203015.8715.04-0.83
127
-0.001.861.86
203116.0015.14-0.86
120
-0.001.931.93
203216.1415.23-0.90
113
-0.012.002.00
203316.2615.31-0.95
106
-0.012.062.07
203416.3715.39-0.99
99
-0.012.132.14
203516.4715.46-1.01
94
-0.012.192.20
203616.5415.54-1.01
88
-0.012.262.27
203716.6215.61-1.01
83
-0.012.332.34
203816.6815.69-0.99
77
-0.012.402.42
203916.7315.77-0.96
72
-0.022.482.50
204016.7715.80-0.96
67
-0.022.512.52
204116.7915.81-0.98
62
-0.022.512.52
204216.8015.81-0.99
56
-0.022.512.52
204316.8215.81-1.00
51
-0.022.512.52
204416.8315.82-1.02
46
-0.012.512.52
204516.8515.82-1.03
40
-0.012.512.52
204616.8715.82-1.05
35
-0.012.512.52
204716.8915.83-1.07
29
-0.012.512.52
204816.9215.83-1.09
23
-0.012.512.52
204916.9515.83-1.12
17
-0.012.522.52
205016.9815.84-1.15
11
-0.002.522.52
205117.0215.84-1.18
4
0.002.522.52
205217.0615.85-1.22
----
0.002.522.51
205317.1215.85-1.26
----
0.012.522.51
205417.1815.86-1.32
----
0.012.522.51
205517.2515.86-1.38
----
0.022.522.51
205617.3215.87-1.45
----
0.022.522.50
205717.4115.88-1.53
----
0.032.522.50
205817.4915.89-1.60
----
0.032.532.49
205917.5815.89-1.68
----
0.042.532.49
206017.6615.90-1.76
----
0.042.532.48
206117.7415.91-1.83
----
0.052.532.48
206217.8215.92-1.90
----
0.062.532.47
206317.8915.92-1.96
----
0.062.532.47
206417.9515.93-2.02
----
0.072.532.46
206518.0215.94-2.08
----
0.072.542.46
206618.0815.94-2.14
----
0.082.542.46
206718.1515.95-2.20
----
0.092.542.45
206818.2115.95-2.26
----
0.092.542.45
206918.2715.96-2.31
----
0.102.542.44
207018.3315.96-2.37
----
0.102.542.44
207118.3915.97-2.42
----
0.112.542.43
207218.4515.97-2.47
----
0.112.542.43
207318.5015.98-2.52
----
0.122.542.42
207418.5515.98-2.57
----
0.122.552.42
207518.5915.99-2.60
----
0.132.552.42
207618.6215.99-2.63
----
0.132.552.41
207718.6415.99-2.64
----
0.142.552.41
207818.6416.00-2.65
----
0.142.552.41
207918.6316.00-2.64
----
0.142.552.41
208018.6116.00-2.61
----
0.142.552.41
208118.5816.00-2.59
----
0.152.552.40
208218.5415.99-2.55
----
0.152.552.40
208318.5015.99-2.50
----
0.152.552.40
208418.4415.99-2.45
----
0.152.552.40
208518.3815.99-2.39
----
0.152.552.40
208618.3115.98-2.33
----
0.152.552.40
208718.2415.98-2.27
----
0.152.552.40
208818.1715.98-2.20
----
0.162.552.40
208918.1115.97-2.14
----
0.162.562.40
209018.0515.97-2.08
----
0.162.562.40
209118.0015.97-2.03
----
0.162.562.40
209217.9615.96-1.99
----
0.162.562.40
209317.9315.96-1.97
----
0.162.562.40
209417.9115.96-1.95
----
0.162.562.40
209517.9015.96-1.94
----
0.162.562.40
209617.9015.96-1.94
----
0.162.562.40
209717.9115.96-1.95
----
0.162.562.40
209817.9315.97-1.96
----
0.162.562.40

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 17.44% 16.11% -1.33% 2051 0.05% 2.33% 2.28%

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