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
202314.3113.04-1.27
211
0.000.000.00
202414.4512.95-1.49
194
0.000.000.00
202514.6612.97-1.69
177
0.000.00-0.00
202614.8913.08-1.81
160
0.000.00-0.00
202715.1113.10-2.01
143
0.000.00-0.00
202815.3313.14-2.19
126
0.010.00-0.01
202915.5413.17-2.36
108
0.010.00-0.01
203015.7313.20-2.53
91
0.010.00-0.01
203115.9213.23-2.69
74
0.010.00-0.01
203216.0813.25-2.84
57
0.020.00-0.02
203316.2213.26-2.97
39
0.020.00-0.02
203416.3413.27-3.08
21
0.020.00-0.02
203516.4413.27-3.17
2
0.030.00-0.02
203616.5313.28-3.24
----
0.030.00-0.03
203716.6113.29-3.32
----
0.030.00-0.03
203816.6713.29-3.38
----
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
204216.8013.31-3.50
----
0.040.00-0.03
204316.8213.31-3.51
----
0.040.00-0.03
204416.8413.31-3.53
----
0.040.00-0.04
204516.8613.31-3.55
----
0.040.00-0.04
204616.8813.31-3.57
----
0.040.00-0.04
204716.9013.31-3.59
----
0.040.00-0.04
204816.9313.32-3.61
----
0.040.00-0.04
204916.9613.32-3.64
----
0.040.00-0.04
205016.9913.32-3.67
----
0.040.00-0.04
205117.0213.32-3.70
----
0.040.00-0.04
205217.0613.33-3.73
----
0.040.00-0.04
205317.1013.33-3.77
----
0.040.00-0.04
205417.1413.33-3.81
----
0.040.00-0.04
205517.1913.34-3.85
----
0.040.00-0.04
205617.2413.34-3.90
----
0.040.00-0.04
205717.3013.35-3.96
----
0.040.00-0.04
205817.3613.35-4.01
----
0.040.00-0.04
205917.4313.36-4.07
----
0.040.00-0.04
206017.4913.36-4.13
----
0.040.00-0.04
206117.5513.37-4.18
----
0.040.00-0.04
206217.6113.37-4.24
----
0.040.00-0.03
206317.6613.38-4.29
----
0.040.00-0.03
206417.7113.38-4.33
----
0.030.00-0.03
206517.7613.38-4.38
----
0.030.00-0.03
206617.8113.39-4.43
----
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
207018.0313.40-4.62
----
0.030.00-0.03
207118.0813.41-4.67
----
0.030.00-0.02
207218.1313.41-4.72
----
0.020.00-0.02
207318.1913.42-4.77
----
0.020.00-0.02
207418.2313.42-4.81
----
0.020.00-0.02
207518.2713.42-4.85
----
0.020.00-0.02
207618.3113.43-4.88
----
0.020.00-0.02
207718.3313.43-4.90
----
0.020.00-0.02
207818.3413.43-4.91
----
0.020.00-0.02
207918.3313.43-4.90
----
0.020.00-0.02
208018.3213.43-4.89
----
0.020.00-0.02
208118.2913.43-4.86
----
0.020.00-0.01
208218.2613.43-4.83
----
0.010.00-0.01
208318.2213.42-4.79
----
0.010.00-0.01
208418.1713.42-4.75
----
0.010.00-0.01
208518.1213.42-4.70
----
0.010.00-0.01
208618.0613.41-4.64
----
0.010.00-0.01
208717.9913.41-4.58
----
0.010.00-0.01
208817.9213.41-4.52
----
0.010.00-0.01
208917.8613.40-4.46
----
0.010.00-0.01
209017.8013.40-4.40
----
0.010.00-0.01
209117.7513.40-4.35
----
0.010.00-0.01
209217.7113.39-4.32
----
0.010.00-0.01
209317.6813.39-4.29
----
0.010.00-0.01
209417.6613.39-4.27
----
0.010.00-0.01
209517.6513.39-4.26
----
0.010.00-0.01
209617.6513.39-4.26
----
0.010.00-0.01
209717.6513.39-4.26
----
0.010.00-0.00

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 17.22% 13.78% -3.44% 2035 0.02% 0.00% -0.02%

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