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
202515.2812.98-2.29
165
0.230.01-0.22
202615.4713.09-2.38
146
0.230.01-0.22
202715.6213.11-2.51
127
0.240.01-0.23
202815.7913.14-2.65
108
0.240.01-0.23
202915.9613.17-2.79
89
0.240.01-0.23
203016.1213.20-2.92
70
0.240.01-0.23
203116.2513.23-3.02
52
0.250.01-0.23
203216.3913.25-3.14
33
0.250.01-0.24
203316.5213.26-3.26
14
0.250.01-0.24
203416.6313.27-3.36
----
0.250.01-0.24
203516.7313.28-3.45
----
0.250.01-0.24
203616.8113.29-3.52
----
0.250.01-0.24
203716.8913.30-3.60
----
0.260.01-0.24
203816.9513.30-3.65
----
0.260.01-0.24
203917.0013.31-3.70
----
0.260.01-0.24
204017.0413.31-3.73
----
0.260.01-0.24
204117.0613.31-3.75
----
0.260.01-0.24
204217.0813.32-3.76
----
0.260.01-0.25
204317.0913.32-3.77
----
0.260.01-0.25
204417.1113.32-3.79
----
0.260.01-0.25
204517.1213.32-3.80
----
0.260.01-0.25
204617.1413.32-3.82
----
0.260.01-0.25
204717.1613.33-3.84
----
0.260.01-0.25
204817.1913.33-3.86
----
0.260.01-0.25
204917.2213.33-3.89
----
0.260.01-0.25
205017.2513.34-3.91
----
0.260.01-0.25
205117.2813.34-3.94
----
0.260.01-0.25
205217.3213.34-3.98
----
0.260.01-0.25
205317.3713.35-4.03
----
0.260.01-0.25
205417.4313.35-4.08
----
0.270.01-0.25
205517.5013.36-4.14
----
0.270.01-0.25
205617.5713.36-4.21
----
0.270.01-0.25
205717.6513.37-4.28
----
0.270.01-0.25
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
206117.9613.39-4.57
----
0.270.02-0.26
206218.0313.40-4.63
----
0.270.02-0.26
206318.1013.41-4.69
----
0.280.02-0.26
206418.1613.41-4.75
----
0.280.02-0.26
206518.2213.42-4.81
----
0.280.02-0.26
206618.2813.42-4.86
----
0.280.02-0.26
206718.3413.43-4.91
----
0.280.02-0.26
206818.4013.43-4.97
----
0.280.02-0.26
206918.4513.43-5.02
----
0.280.02-0.26
207018.5113.44-5.07
----
0.280.02-0.27
207118.5713.44-5.12
----
0.280.02-0.27
207218.6213.45-5.17
----
0.280.02-0.27
207318.6713.45-5.22
----
0.280.02-0.27
207418.7113.46-5.26
----
0.280.02-0.27
207518.7513.46-5.29
----
0.280.02-0.27
207618.7713.46-5.31
----
0.290.02-0.27
207718.7913.46-5.32
----
0.290.02-0.27
207818.7913.46-5.32
----
0.290.02-0.27
207918.7813.46-5.31
----
0.290.02-0.27
208018.7513.46-5.29
----
0.280.02-0.27
208118.7213.46-5.26
----
0.280.02-0.27
208218.6813.46-5.22
----
0.280.02-0.27
208318.6313.46-5.17
----
0.280.02-0.27
208418.5713.45-5.12
----
0.280.02-0.27
208518.5113.45-5.06
----
0.280.02-0.27
208618.4413.45-4.99
----
0.280.02-0.26
208718.3713.44-4.93
----
0.280.02-0.26
208818.3013.44-4.86
----
0.280.02-0.26
208918.2313.43-4.80
----
0.280.02-0.26
209018.1713.43-4.74
----
0.280.02-0.26
209118.1213.43-4.69
----
0.280.02-0.26
209218.0813.42-4.65
----
0.280.02-0.26
209318.0513.42-4.63
----
0.280.02-0.26
209418.0313.42-4.61
----
0.270.02-0.26
209518.0213.42-4.60
----
0.270.02-0.26
209618.0213.42-4.60
----
0.270.02-0.26
209718.0313.42-4.61
----
0.270.02-0.26
209818.0513.42-4.62
----
0.280.02-0.26

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 17.64% 13.79% -3.85% 2033 0.26% 0.01% -0.25%

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