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
203015.9013.19-2.72
78
0.030.00-0.03
203116.0713.22-2.85
60
0.060.00-0.06
203216.2413.24-3.00
42
0.090.01-0.09
203316.3913.26-3.13
24
0.120.01-0.11
203416.5313.27-3.26
5
0.150.01-0.14
203516.6513.28-3.37
----
0.170.01-0.16
203616.7513.29-3.46
----
0.190.01-0.18
203716.8513.29-3.56
----
0.210.01-0.20
203816.9313.30-3.63
----
0.230.01-0.22
203917.0013.31-3.69
----
0.250.01-0.24
204017.0413.31-3.73
----
0.260.01-0.24
204117.0613.31-3.75
----
0.260.02-0.24
204217.0813.32-3.76
----
0.260.02-0.25
204317.1013.32-3.78
----
0.270.02-0.25
204417.1113.32-3.79
----
0.270.02-0.25
204517.1313.32-3.81
----
0.270.02-0.25
204617.1513.33-3.83
----
0.270.02-0.26
204717.1813.33-3.85
----
0.270.02-0.26
204817.2013.33-3.87
----
0.270.02-0.26
204917.2313.33-3.90
----
0.270.02-0.26
205017.2613.34-3.92
----
0.270.02-0.26
205117.2913.34-3.95
----
0.270.02-0.26
205217.3313.34-3.99
----
0.270.02-0.26
205317.3813.35-4.03
----
0.270.02-0.26
205417.4413.35-4.08
----
0.270.02-0.26
205517.5013.36-4.14
----
0.270.02-0.25
205617.5713.36-4.21
----
0.270.02-0.25
205717.6513.37-4.28
----
0.270.02-0.25
205817.7313.38-4.35
----
0.270.02-0.25
205917.8113.38-4.43
----
0.270.02-0.26
206017.8913.39-4.50
----
0.270.02-0.26
206117.9713.40-4.57
----
0.270.02-0.26
206218.0413.40-4.64
----
0.280.02-0.26
206318.1013.41-4.70
----
0.280.02-0.26
206418.1713.41-4.75
----
0.280.02-0.27
206518.2313.42-4.81
----
0.290.02-0.27
206618.2913.42-4.87
----
0.290.02-0.27
206718.3513.43-4.92
----
0.290.02-0.27
206818.4113.43-4.98
----
0.300.02-0.28
206918.4713.44-5.04
----
0.300.02-0.28
207018.5313.44-5.09
----
0.300.02-0.28
207118.5913.45-5.14
----
0.310.02-0.29
207218.6413.45-5.19
----
0.310.02-0.29
207318.7013.45-5.24
----
0.310.02-0.29
207418.7413.46-5.28
----
0.310.02-0.30
207518.7813.46-5.32
----
0.320.02-0.30
207618.8113.46-5.34
----
0.320.02-0.30
207718.8213.47-5.36
----
0.320.02-0.30
207818.8313.47-5.36
----
0.320.02-0.30
207918.8213.47-5.35
----
0.330.02-0.31
208018.7913.47-5.33
----
0.330.02-0.31
208118.7613.46-5.30
----
0.330.02-0.31
208218.7213.46-5.26
----
0.330.02-0.31
208318.6713.46-5.21
----
0.330.02-0.31
208418.6213.46-5.16
----
0.330.02-0.31
208518.5613.45-5.10
----
0.330.02-0.31
208618.4913.45-5.04
----
0.330.02-0.31
208718.4213.45-4.98
----
0.330.02-0.31
208818.3513.44-4.91
----
0.330.02-0.31
208918.2913.44-4.85
----
0.330.02-0.31
209018.2313.43-4.79
----
0.330.02-0.31
209118.1713.43-4.75
----
0.330.02-0.31
209218.1313.43-4.71
----
0.330.02-0.31
209318.1013.43-4.68
----
0.330.02-0.31
209418.0913.42-4.66
----
0.330.02-0.31
209518.0813.42-4.65
----
0.330.02-0.31
209618.0713.42-4.65
----
0.330.02-0.31
209718.0813.42-4.66
----
0.330.02-0.31
209818.1013.43-4.67
----
0.330.02-0.31

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 17.63% 13.79% -3.84% 2034 0.24% 0.01% -0.23%

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