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
202414.8612.89-1.98
187
-0.00-0.000.00
202515.0312.97-2.06
168
-0.01-0.000.01
202615.2213.08-2.14
149
-0.01-0.000.01
202715.3613.09-2.27
132
-0.02-0.000.02
202815.5313.13-2.40
114
-0.02-0.000.02
202915.6913.16-2.53
96
-0.03-0.000.03
203015.8413.18-2.65
79
-0.03-0.000.03
203115.9613.21-2.75
61
-0.04-0.000.04
203216.0913.24-2.86
44
-0.05-0.000.05
203316.2013.25-2.95
26
-0.07-0.000.07
203416.3013.26-3.04
8
-0.08-0.000.08
203516.3813.26-3.12
----
-0.10-0.000.09
203616.4513.27-3.18
----
-0.11-0.000.10
203716.5213.28-3.24
----
-0.12-0.000.12
203816.5613.28-3.27
----
-0.14-0.010.13
203916.5913.29-3.30
----
-0.16-0.010.15
204016.6013.29-3.31
----
-0.18-0.010.17
204116.6013.29-3.31
----
-0.20-0.010.19
204216.5913.29-3.30
----
-0.22-0.010.21
204316.5813.29-3.29
----
-0.25-0.010.24
204416.5813.29-3.28
----
-0.27-0.010.26
204516.5713.30-3.27
----
-0.29-0.010.28
204616.5613.30-3.26
----
-0.32-0.010.31
204716.5613.30-3.26
----
-0.35-0.010.33
204816.5513.30-3.26
----
-0.37-0.020.36
204916.5613.30-3.26
----
-0.40-0.020.38
205016.5613.30-3.26
----
-0.42-0.020.41
205116.5713.30-3.26
----
-0.45-0.020.43
205216.5813.31-3.28
----
-0.48-0.020.46
205316.6113.31-3.30
----
-0.50-0.020.48
205416.6413.31-3.33
----
-0.53-0.020.50
205516.6813.32-3.37
----
-0.55-0.030.52
205616.7313.32-3.41
----
-0.57-0.030.54
205716.7913.33-3.46
----
-0.59-0.030.56
205816.8513.33-3.52
----
-0.61-0.030.58
205916.9213.34-3.58
----
-0.62-0.030.59
206016.9813.34-3.64
----
-0.64-0.030.61
206117.0413.35-3.69
----
-0.65-0.030.62
206217.1013.35-3.75
----
-0.66-0.030.63
206317.1513.36-3.80
----
-0.67-0.030.64
206417.2013.36-3.84
----
-0.68-0.030.65
206517.2513.36-3.89
----
-0.69-0.040.66
206617.3113.37-3.94
----
-0.70-0.040.66
206717.3513.37-3.98
----
-0.71-0.040.67
206817.4013.38-4.03
----
-0.71-0.040.68
206917.4513.38-4.07
----
-0.72-0.040.68
207017.5013.38-4.11
----
-0.73-0.040.69
207117.5513.39-4.16
----
-0.74-0.040.70
207217.5913.39-4.20
----
-0.74-0.040.70
207317.6413.40-4.24
----
-0.75-0.040.71
207417.6813.40-4.28
----
-0.75-0.040.71
207517.7113.40-4.31
----
-0.75-0.040.71
207617.7313.41-4.33
----
-0.75-0.040.71
207717.7513.41-4.34
----
-0.75-0.040.71
207817.7513.41-4.34
----
-0.75-0.040.71
207917.7413.41-4.33
----
-0.75-0.040.71
208017.7113.41-4.31
----
-0.75-0.040.71
208117.6813.40-4.28
----
-0.75-0.040.71
208217.6513.40-4.24
----
-0.75-0.040.71
208317.6013.40-4.20
----
-0.74-0.040.70
208417.5513.40-4.15
----
-0.74-0.040.70
208517.4913.39-4.10
----
-0.74-0.040.70
208617.4313.39-4.04
----
-0.73-0.040.69
208717.3613.39-3.98
----
-0.73-0.040.69
208817.3013.38-3.91
----
-0.72-0.040.68
208917.2313.38-3.85
----
-0.72-0.040.68
209017.1713.37-3.80
----
-0.72-0.040.68
209117.1213.37-3.75
----
-0.72-0.040.68
209217.0813.37-3.71
----
-0.72-0.040.68
209317.0513.37-3.69
----
-0.72-0.040.68
209417.0313.37-3.67
----
-0.72-0.040.68
209517.0213.36-3.66
----
-0.72-0.040.68
209617.0213.36-3.65
----
-0.72-0.040.69
209717.0313.37-3.66
----
-0.73-0.040.69
209817.0413.37-3.68
----
-0.73-0.040.69

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 16.93% 13.75% -3.17% 2034 -0.46% -0.02% 0.43%

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