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
202414.8713.27-1.60
187
0.000.380.38
202515.0413.38-1.66
170
-0.000.410.41
202615.2313.49-1.74
154
0.000.410.41
202715.3813.51-1.88
139
0.000.410.41
202815.5613.54-2.01
123
0.000.410.41
202915.7213.58-2.14
108
0.000.420.41
203015.8813.61-2.27
93
0.010.420.42
203116.0113.64-2.37
77
0.010.420.42
203216.1513.67-2.49
62
0.010.430.42
203316.2813.68-2.60
46
0.010.430.42
203416.4013.70-2.70
30
0.010.440.42
203516.5013.71-2.79
14
0.020.440.42
203616.5813.72-2.86
----
0.020.450.42
203716.6613.73-2.93
----
0.030.450.42
203816.7313.74-2.98
----
0.030.460.43
203916.7813.75-3.03
----
0.030.460.43
204016.8213.76-3.06
----
0.040.460.43
204116.8513.77-3.08
----
0.040.470.42
204216.8713.78-3.09
----
0.050.470.42
204316.8913.78-3.10
----
0.060.480.42
204416.9113.79-3.12
----
0.060.480.42
204516.9313.80-3.14
----
0.070.490.42
204616.9613.80-3.15
----
0.080.490.42
204716.9913.81-3.18
----
0.080.500.41
204817.0213.82-3.20
----
0.090.500.41
204917.0613.83-3.23
----
0.100.510.41
205017.0913.83-3.26
----
0.110.510.41
205117.1413.84-3.29
----
0.120.520.40
205217.1913.85-3.33
----
0.130.520.40
205317.2413.86-3.38
----
0.140.530.39
205417.3113.87-3.44
----
0.140.530.39
205517.3913.88-3.51
----
0.160.540.38
205617.4713.89-3.58
----
0.170.540.38
205717.5613.90-3.65
----
0.180.550.37
205817.6513.91-3.73
----
0.190.550.37
205917.7413.93-3.81
----
0.200.560.36
206017.8313.94-3.89
----
0.210.560.35
206117.9213.95-3.97
----
0.230.570.34
206218.0013.96-4.04
----
0.240.570.34
206318.0713.97-4.10
----
0.250.580.33
206418.1513.98-4.17
----
0.260.590.32
206518.2213.99-4.23
----
0.280.590.32
206618.2914.00-4.29
----
0.290.600.31
206718.3614.01-4.35
----
0.300.600.30
206818.4314.02-4.41
----
0.310.610.29
206918.5014.03-4.47
----
0.320.610.29
207018.5714.04-4.53
----
0.340.620.28
207118.6314.05-4.58
----
0.350.620.28
207218.6914.06-4.63
----
0.360.630.27
207318.7514.07-4.68
----
0.370.630.26
207418.8114.08-4.73
----
0.380.640.26
207518.8514.09-4.77
----
0.390.640.25
207618.8914.09-4.80
----
0.400.650.25
207718.9114.10-4.81
----
0.410.650.24
207818.9214.11-4.82
----
0.420.660.24
207918.9214.11-4.81
----
0.430.660.24
208018.9014.11-4.79
----
0.440.670.23
208118.8814.12-4.76
----
0.440.670.23
208218.8414.12-4.72
----
0.450.680.23
208318.8014.12-4.68
----
0.460.680.23
208418.7514.13-4.63
----
0.460.690.22
208518.7014.13-4.57
----
0.470.690.22
208618.6414.13-4.51
----
0.470.700.22
208718.5714.13-4.44
----
0.480.700.22
208818.5014.13-4.38
----
0.490.710.22
208918.4414.13-4.31
----
0.490.710.22
209018.3914.13-4.26
----
0.490.720.22
209118.3414.13-4.21
----
0.500.720.22
209218.3014.13-4.17
----
0.500.730.22
209318.2814.14-4.14
----
0.510.730.22
209418.2714.14-4.13
----
0.510.740.22
209518.2614.15-4.12
----
0.520.740.22
209618.2714.15-4.12
----
0.520.750.22
209718.2814.16-4.13
----
0.530.750.22
209818.3114.16-4.14
----
0.530.760.22

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 17.60% 14.32% -3.27% 2035 0.21% 0.55% 0.33%

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