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
-0.00-0.000.00
203116.0013.21-2.79
61
-0.00-0.000.00
203216.1413.24-2.90
43
-0.00-0.000.00
203316.2613.25-3.01
25
-0.01-0.000.01
203416.3713.26-3.11
7
-0.01-0.000.01
203516.4613.27-3.19
----
-0.02-0.000.02
203616.5213.27-3.25
----
-0.03-0.000.03
203716.5913.28-3.31
----
-0.05-0.000.05
203816.6313.28-3.35
----
-0.07-0.000.06
203916.6613.29-3.37
----
-0.09-0.000.08
204016.6713.29-3.37
----
-0.12-0.010.11
204116.6613.29-3.37
----
-0.15-0.010.14
204216.6413.29-3.35
----
-0.18-0.010.17
204316.6113.29-3.32
----
-0.22-0.010.20
204416.5913.29-3.30
----
-0.26-0.010.24
204516.5613.29-3.27
----
-0.30-0.020.28
204616.5413.29-3.25
----
-0.35-0.020.33
204716.5113.29-3.22
----
-0.39-0.020.37
204816.4813.29-3.19
----
-0.45-0.030.42
204916.4613.29-3.17
----
-0.50-0.030.47
205016.4313.29-3.14
----
-0.56-0.030.53
205116.4013.29-3.11
----
-0.62-0.040.58
205216.3813.29-3.09
----
-0.68-0.040.64
205316.3713.29-3.08
----
-0.74-0.040.70
205416.3613.29-3.07
----
-0.80-0.050.76
205516.3613.29-3.07
----
-0.87-0.050.82
205616.3613.29-3.07
----
-0.94-0.050.88
205716.3713.30-3.08
----
-1.01-0.060.95
205816.3813.30-3.08
----
-1.08-0.061.01
205916.3913.30-3.09
----
-1.15-0.071.08
206016.4013.30-3.10
----
-1.22-0.071.15
206116.4013.30-3.10
----
-1.29-0.081.21
206216.4013.30-3.10
----
-1.36-0.081.28
206316.4013.31-3.09
----
-1.42-0.081.34
206416.3913.31-3.09
----
-1.49-0.091.40
206516.3913.31-3.08
----
-1.56-0.091.47
206616.3813.31-3.07
----
-1.62-0.101.53
206716.3713.31-3.06
----
-1.69-0.101.59
206816.3613.31-3.05
----
-1.76-0.111.65
206916.3513.31-3.04
----
-1.82-0.111.71
207016.3513.31-3.04
----
-1.88-0.111.77
207116.3413.31-3.02
----
-1.95-0.121.83
207216.3213.31-3.01
----
-2.01-0.121.89
207316.3113.31-3.00
----
-2.08-0.121.95
207416.2913.31-2.98
----
-2.14-0.132.01
207516.2613.31-2.95
----
-2.20-0.132.07
207616.2313.31-2.92
----
-2.26-0.142.12
207716.1813.31-2.88
----
-2.32-0.142.18
207816.1313.30-2.83
----
-2.37-0.142.23
207916.0613.30-2.76
----
-2.43-0.152.28
208015.9913.30-2.69
----
-2.48-0.152.33
208115.9113.29-2.62
----
-2.52-0.152.37
208215.8313.29-2.54
----
-2.57-0.162.41
208315.7413.28-2.45
----
-2.61-0.162.45
208415.6413.28-2.36
----
-2.65-0.162.49
208515.5413.27-2.27
----
-2.68-0.162.52
208615.4413.26-2.18
----
-2.72-0.172.55
208715.3513.26-2.09
----
-2.74-0.172.58
208815.2513.25-2.00
----
-2.77-0.172.60
208915.1613.25-1.91
----
-2.79-0.172.62
209015.0813.24-1.83
----
-2.82-0.172.65
209115.0013.24-1.77
----
-2.84-0.172.67
209214.9413.23-1.71
----
-2.86-0.172.69
209314.8913.23-1.66
----
-2.88-0.182.71
209414.8513.23-1.62
----
-2.90-0.182.73
209514.8213.23-1.59
----
-2.93-0.182.75
209614.8013.22-1.57
----
-2.95-0.182.77
209714.7913.22-1.56
----
-2.97-0.182.79
209814.7813.22-1.56
----
-2.99-0.182.81

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 16.20% 13.71% -2.50% 2034 -1.18% -0.07% 1.11%

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