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
202414.8714.21-0.66
187
0.001.321.32
202515.0414.34-0.70
176
-0.001.371.37
202615.2314.48-0.75
166
-0.001.401.40
202715.3814.52-0.86
157
-0.001.431.43
202815.5514.57-0.98
147
-0.001.441.44
202915.7214.60-1.11
138
-0.001.441.45
203015.8714.63-1.24
128
-0.001.451.45
203116.0014.67-1.34
118
-0.001.451.46
203216.1414.71-1.44
108
-0.001.471.47
203316.2714.73-1.53
98
-0.001.481.49
203416.3814.76-1.62
88
-0.001.501.50
203516.4814.78-1.70
79
-0.001.511.51
203616.5514.80-1.75
69
-0.001.531.53
203716.6314.82-1.81
59
-0.001.541.54
203816.6914.84-1.85
49
-0.001.551.56
203916.7414.86-1.88
38
-0.001.571.57
204016.7814.88-1.90
27
-0.001.581.59
204116.8014.90-1.90
16
-0.001.601.60
204216.8214.91-1.90
5
-0.001.611.62
204316.8314.93-1.90
----
-0.001.631.63
204416.8414.95-1.90
----
-0.001.641.64
204516.8614.96-1.89
----
-0.001.661.66
204616.8814.98-1.89
----
-0.001.671.68
204716.9015.00-1.90
----
-0.001.691.69
204816.9215.02-1.90
----
-0.001.711.71
204916.9515.04-1.91
----
-0.001.731.73
205016.9815.06-1.92
----
-0.001.741.74
205117.0215.08-1.93
----
-0.001.761.76
205217.0615.10-1.95
----
-0.001.781.78
205317.1115.12-1.98
----
-0.001.791.79
205417.1615.14-2.02
----
-0.001.811.81
205517.2315.16-2.06
----
-0.001.821.83
205617.3015.19-2.12
----
-0.001.841.84
205717.3815.21-2.17
----
-0.001.851.85
205817.4615.23-2.23
----
-0.001.871.87
205917.5415.25-2.29
----
-0.001.881.88
206017.6215.27-2.35
----
-0.001.891.90
206117.6915.29-2.40
----
-0.001.911.91
206217.7615.31-2.45
----
-0.001.921.93
206317.8215.32-2.50
----
-0.001.931.94
206417.8815.34-2.54
----
-0.001.951.95
206517.9415.36-2.59
----
-0.001.961.96
206618.0015.37-2.63
----
-0.001.971.97
206718.0615.39-2.67
----
-0.001.981.98
206818.1115.41-2.71
----
-0.001.991.99
206918.1715.42-2.75
----
-0.002.002.01
207018.2315.44-2.79
----
-0.002.022.02
207118.2815.45-2.83
----
-0.002.032.03
207218.3315.47-2.86
----
-0.002.042.04
207318.3815.48-2.90
----
-0.002.052.05
207418.4315.50-2.93
----
-0.002.062.06
207518.4615.51-2.95
----
-0.002.072.07
207618.4915.52-2.97
----
-0.002.082.08
207718.5015.53-2.97
----
-0.002.082.09
207818.5015.54-2.96
----
-0.002.092.10
207918.4915.55-2.94
----
-0.002.102.10
208018.4615.56-2.91
----
-0.002.112.11
208118.4315.56-2.87
----
-0.002.122.12
208218.3915.57-2.82
----
-0.002.132.13
208318.3415.57-2.77
----
-0.002.132.14
208418.2915.58-2.71
----
-0.002.142.14
208518.2215.58-2.64
----
-0.002.152.15
208618.1615.58-2.57
----
-0.002.152.16
208718.0915.59-2.50
----
-0.002.162.16
208818.0215.59-2.43
----
-0.002.172.17
208917.9515.59-2.36
----
-0.002.172.18
209017.8915.59-2.30
----
-0.002.182.18
209117.8415.59-2.24
----
-0.002.182.19
209217.8015.60-2.20
----
-0.002.192.19
209317.7715.60-2.17
----
-0.002.202.20
209417.7515.61-2.15
----
-0.002.202.20
209517.7415.61-2.13
----
-0.002.212.21
209617.7415.62-2.13
----
-0.002.212.21
209717.7515.62-2.13
----
-0.002.222.22
209817.7715.63-2.14
----
-0.002.222.22

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% 15.57% -1.81% 2042 -0.00% 1.79% 1.79%

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