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
202414.8712.99-1.88
187
0.000.110.11
202515.0413.09-1.95
169
-0.000.120.12
202615.2313.24-1.99
151
-0.000.160.16
202715.3813.27-2.11
134
-0.000.170.17
202815.5513.32-2.23
117
-0.000.190.19
202915.7213.36-2.35
100
-0.000.200.20
203015.8713.40-2.47
84
-0.000.210.21
203116.0013.43-2.57
67
-0.000.220.22
203216.1413.47-2.68
51
-0.000.230.23
203316.2713.48-2.78
34
-0.000.240.24
203416.3813.50-2.88
17
-0.000.240.24
203516.4813.51-2.97
0
-0.000.240.24
203616.5613.52-3.04
----
-0.000.250.25
203716.6313.53-3.11
----
-0.000.250.25
203816.7013.53-3.16
----
-0.000.250.25
203916.7513.54-3.21
----
-0.000.240.25
204016.7813.54-3.24
----
-0.000.240.24
204116.8013.54-3.26
----
-0.000.240.24
204216.8213.54-3.28
----
-0.000.240.24
204316.8313.54-3.29
----
-0.000.240.24
204416.8413.54-3.31
----
-0.000.230.23
204516.8613.53-3.33
----
-0.000.230.23
204616.8813.53-3.35
----
-0.000.220.22
204716.9013.53-3.37
----
-0.000.220.22
204816.9313.53-3.39
----
-0.000.220.22
204916.9513.53-3.42
----
-0.000.210.21
205016.9913.53-3.46
----
-0.000.210.21
205117.0213.53-3.49
----
-0.000.210.21
205217.0613.53-3.53
----
-0.000.200.21
205317.1113.53-3.57
----
-0.000.200.20
205417.1613.54-3.63
----
-0.000.200.20
205517.2313.54-3.69
----
-0.000.200.20
205617.3013.55-3.76
----
-0.000.200.20
205717.3813.55-3.83
----
-0.000.200.20
205817.4613.56-3.90
----
-0.000.200.20
205917.5413.56-3.98
----
-0.000.190.19
206017.6213.57-4.05
----
-0.000.190.19
206117.6913.57-4.12
----
-0.000.190.19
206217.7613.58-4.18
----
-0.000.190.19
206317.8213.58-4.24
----
-0.000.190.19
206417.8813.58-4.30
----
-0.000.190.19
206517.9413.59-4.36
----
-0.000.190.19
206618.0013.59-4.41
----
-0.000.190.19
206718.0613.60-4.46
----
-0.000.190.19
206818.1113.60-4.52
----
-0.000.190.19
206918.1713.60-4.57
----
-0.000.180.19
207018.2313.61-4.62
----
-0.000.180.18
207118.2813.61-4.67
----
-0.000.180.18
207218.3313.61-4.72
----
-0.000.180.18
207318.3813.62-4.76
----
-0.000.180.18
207418.4313.62-4.81
----
-0.000.180.18
207518.4613.62-4.84
----
-0.000.180.18
207618.4913.63-4.86
----
-0.000.180.18
207718.5013.63-4.87
----
-0.000.180.18
207818.5013.63-4.88
----
-0.000.180.18
207918.4913.63-4.86
----
-0.000.180.18
208018.4713.62-4.84
----
-0.000.180.18
208118.4313.62-4.81
----
-0.000.180.18
208218.3913.62-4.77
----
-0.000.180.18
208318.3413.62-4.73
----
-0.000.170.17
208418.2913.61-4.68
----
-0.000.170.17
208518.2313.61-4.62
----
-0.000.170.17
208618.1613.60-4.56
----
-0.000.170.17
208718.0913.60-4.49
----
-0.000.170.17
208818.0213.59-4.43
----
-0.000.170.17
208917.9513.58-4.37
----
-0.000.170.17
209017.8913.58-4.31
----
-0.000.170.17
209117.8413.58-4.27
----
-0.000.170.17
209217.8013.57-4.23
----
-0.000.170.17
209317.7713.57-4.20
----
-0.000.160.17
209417.7513.57-4.18
----
-0.000.160.16
209517.7413.57-4.18
----
-0.000.160.16
209617.7413.57-4.18
----
-0.000.160.16
209717.7513.57-4.18
----
-0.000.160.16
209817.7713.57-4.20
----
-0.000.160.16

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 17.38% 13.97% -3.41% 2035 -0.00% 0.20% 0.20%

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