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
202414.8713.22-1.65
187
0.000.330.33
202515.0413.66-1.38
170
-0.000.690.69
202615.2314.13-1.10
156
-0.001.051.05
202715.3814.50-0.88
144
-0.001.401.41
202815.5514.89-0.66
135
-0.001.761.76
202915.7215.27-0.45
128
-0.002.112.11
203015.8715.65-0.22
122
-0.002.462.47
203116.0015.71-0.29
119
-0.012.492.50
203216.1415.74-0.40
115
-0.012.502.51
203316.2615.75-0.51
111
-0.012.502.51
203416.3715.76-0.61
107
-0.012.502.52
203516.4615.77-0.69
104
-0.022.502.52
203616.5415.78-0.76
100
-0.022.502.52
203716.6115.79-0.83
96
-0.022.502.53
203816.6715.79-0.88
92
-0.032.502.53
203916.7215.80-0.92
88
-0.032.512.54
204016.7515.80-0.95
83
-0.032.512.54
204116.7715.81-0.96
78
-0.042.512.54
204216.7815.81-0.97
73
-0.042.512.54
204316.7915.81-0.98
68
-0.042.512.55
204416.8115.81-0.99
63
-0.042.512.55
204516.8215.82-1.00
58
-0.042.512.55
204616.8415.82-1.02
52
-0.042.512.55
204716.8615.82-1.04
47
-0.042.512.55
204816.8815.83-1.06
41
-0.042.512.55
204916.9115.83-1.08
35
-0.042.512.55
205016.9515.83-1.11
29
-0.042.512.55
205116.9815.84-1.14
23
-0.042.512.55
205217.0215.84-1.18
17
-0.042.512.55
205317.0715.85-1.22
10
-0.042.512.55
205417.1315.85-1.28
3
-0.042.522.55
205517.2015.86-1.34
----
-0.032.522.55
205617.2715.86-1.41
----
-0.032.522.55
205717.3515.87-1.48
----
-0.032.522.55
205817.4315.88-1.55
----
-0.032.522.55
205917.5215.89-1.63
----
-0.022.522.54
206017.6015.89-1.70
----
-0.022.522.54
206117.6715.90-1.77
----
-0.022.522.54
206217.7515.91-1.84
----
-0.012.522.54
206317.8115.91-1.90
----
-0.012.522.53
206417.8815.92-1.96
----
-0.012.522.53
206517.9415.93-2.02
----
-0.002.532.53
206618.0115.93-2.07
----
0.002.532.52
206718.0715.94-2.13
----
0.012.532.52
206818.1315.94-2.18
----
0.012.532.52
206918.1915.95-2.24
----
0.012.532.52
207018.2515.95-2.29
----
0.022.532.51
207118.3015.96-2.34
----
0.022.532.51
207218.3615.96-2.39
----
0.022.532.51
207318.4115.97-2.44
----
0.032.532.51
207418.4615.97-2.48
----
0.032.532.50
207518.5015.98-2.52
----
0.032.532.50
207618.5215.98-2.54
----
0.032.542.50
207718.5415.98-2.56
----
0.042.542.50
207818.5415.98-2.56
----
0.042.542.50
207918.5315.98-2.55
----
0.042.542.50
208018.5115.98-2.52
----
0.042.542.50
208118.4815.98-2.49
----
0.042.542.49
208218.4415.98-2.46
----
0.052.542.49
208318.3915.98-2.41
----
0.052.542.49
208418.3415.98-2.36
----
0.052.542.49
208518.2815.97-2.30
----
0.052.542.49
208618.2115.97-2.24
----
0.052.542.49
208718.1415.97-2.17
----
0.052.542.49
208818.0715.96-2.11
----
0.052.542.49
208918.0015.96-2.04
----
0.052.542.49
209017.9415.96-1.99
----
0.052.542.49
209117.8915.95-1.94
----
0.052.542.49
209217.8515.95-1.90
----
0.052.542.49
209317.8215.95-1.87
----
0.052.542.49
209417.8015.95-1.86
----
0.052.552.49
209517.8015.95-1.85
----
0.052.552.49
209617.8015.95-1.85
----
0.052.552.49
209717.8115.95-1.85
----
0.052.552.49
209817.8215.95-1.87
----
0.052.552.50

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% 16.14% -1.24% 2054 -0.00% 2.37% 2.37%

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