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
202515.0412.97-2.07
168
0.000.000.00
202615.2313.08-2.15
149
0.000.000.00
202715.3813.09-2.29
131
0.000.000.00
202815.5513.13-2.42
114
0.000.000.00
202915.7213.16-2.56
96
0.000.000.00
203015.8713.18-2.69
78
0.000.000.00
203116.0013.48-2.52
60
0.000.270.27
203216.1413.53-2.62
44
-0.000.290.29
203316.2713.54-2.73
28
-0.000.290.29
203416.3813.55-2.83
12
-0.000.290.29
203516.4813.56-2.92
----
-0.000.290.29
203616.5613.56-2.99
----
-0.000.290.29
203716.6313.57-3.06
----
-0.000.290.29
203816.6913.58-3.12
----
-0.000.290.29
203916.7413.58-3.16
----
-0.000.290.29
204016.7813.59-3.19
----
-0.000.290.29
204116.8013.59-3.21
----
-0.000.290.29
204216.8113.59-3.22
----
-0.000.290.29
204316.8213.59-3.23
----
-0.010.290.29
204416.8413.60-3.24
----
-0.010.290.30
204516.8613.60-3.26
----
-0.010.290.30
204616.8713.60-3.27
----
-0.010.290.30
204716.8913.60-3.29
----
-0.010.290.30
204816.9213.60-3.31
----
-0.010.290.30
204916.9513.61-3.34
----
-0.010.290.30
205016.9813.61-3.37
----
-0.010.290.30
205117.0113.61-3.40
----
-0.010.290.30
205217.0513.62-3.43
----
-0.010.290.30
205317.1013.62-3.48
----
-0.010.290.30
205417.1513.63-3.53
----
-0.010.290.30
205517.2213.63-3.59
----
-0.010.290.30
205617.2913.64-3.65
----
-0.010.290.30
205717.3713.64-3.72
----
-0.010.290.30
205817.4513.65-3.80
----
-0.010.290.30
205917.5313.66-3.87
----
-0.010.290.30
206017.6113.66-3.94
----
-0.010.290.30
206117.6813.67-4.01
----
-0.010.290.30
206217.7513.67-4.07
----
-0.010.290.30
206317.8113.68-4.13
----
-0.010.290.30
206417.8713.68-4.19
----
-0.010.290.30
206517.9313.69-4.24
----
-0.010.290.30
206617.9913.69-4.30
----
-0.010.290.30
206718.0513.70-4.35
----
-0.010.290.30
206818.1013.70-4.40
----
-0.010.290.30
206918.1613.71-4.45
----
-0.010.290.30
207018.2213.71-4.51
----
-0.010.290.30
207118.2713.72-4.56
----
-0.010.290.30
207218.3213.72-4.60
----
-0.010.290.30
207318.3713.73-4.65
----
-0.010.290.30
207418.4213.73-4.69
----
-0.010.290.30
207518.4513.73-4.72
----
-0.010.290.30
207618.4813.73-4.74
----
-0.010.290.30
207718.4913.74-4.76
----
-0.010.290.30
207818.4913.74-4.76
----
-0.010.290.30
207918.4813.74-4.74
----
-0.010.290.30
208018.4613.74-4.72
----
-0.010.290.30
208118.4213.73-4.69
----
-0.010.290.30
208218.3813.73-4.65
----
-0.010.290.30
208318.3413.73-4.61
----
-0.010.290.30
208418.2813.73-4.55
----
-0.010.290.30
208518.2213.72-4.49
----
-0.010.290.30
208618.1513.72-4.43
----
-0.010.290.30
208718.0813.72-4.37
----
-0.010.290.30
208818.0113.71-4.30
----
-0.010.290.30
208917.9413.71-4.24
----
-0.010.290.30
209017.8813.70-4.18
----
-0.010.290.30
209117.8313.70-4.13
----
-0.010.290.30
209217.7913.70-4.10
----
-0.010.290.30
209317.7613.70-4.07
----
-0.010.290.30
209417.7413.69-4.05
----
-0.010.290.30
209517.7413.69-4.04
----
-0.010.290.30
209617.7413.69-4.04
----
-0.010.290.30
209717.7513.69-4.05
----
-0.010.290.30
209817.7613.70-4.07
----
-0.010.290.30

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% 14.03% -3.35% 2034 -0.01% 0.25% 0.26%

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