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
202214.0512.79-1.26
230
0.000.000.00
202314.3113.04-1.27
211
0.000.000.00
202414.4513.00-1.45
194
0.000.040.04
202514.6613.05-1.60
177
-0.000.090.09
202614.8813.21-1.67
161
-0.000.130.13
202715.1013.27-1.83
144
0.000.170.17
202815.3313.35-1.98
128
0.000.210.21
202915.5313.42-2.10
112
0.000.250.25
203015.7213.49-2.24
97
0.000.290.29
203115.9113.56-2.35
81
0.000.330.32
203216.0713.60-2.47
66
0.000.360.35
203316.2113.65-2.56
50
0.010.390.39
203416.3313.70-2.63
35
0.010.430.43
203516.4313.74-2.69
19
0.010.470.46
203616.5113.78-2.73
3
0.010.510.49
203716.5913.82-2.77
----
0.020.540.52
203816.6613.86-2.80
----
0.020.570.55
203916.7113.90-2.81
----
0.020.600.58
204016.7513.93-2.81
----
0.030.630.61
204116.7713.97-2.80
----
0.030.660.63
204216.8014.00-2.80
----
0.040.690.66
204316.8214.03-2.80
----
0.040.720.68
204416.8514.06-2.79
----
0.050.750.71
204516.8714.09-2.78
----
0.050.780.73
204616.9014.12-2.78
----
0.060.810.75
204716.9314.15-2.78
----
0.070.840.77
204816.9614.18-2.78
----
0.070.860.79
204917.0014.21-2.79
----
0.080.890.81
205017.0414.23-2.81
----
0.090.910.82
205117.0814.26-2.82
----
0.100.940.84
205217.1214.29-2.83
----
0.110.970.86
205317.1714.32-2.85
----
0.120.990.87
205417.2314.35-2.88
----
0.131.020.89
205517.2914.38-2.91
----
0.141.040.90
205617.3514.41-2.95
----
0.151.070.91
205717.4314.43-2.99
----
0.161.090.92
205817.5014.46-3.04
----
0.181.110.94
205917.5814.49-3.09
----
0.191.130.95
206017.6514.51-3.14
----
0.201.150.95
206117.7314.52-3.20
----
0.211.160.94
206217.8014.53-3.27
----
0.231.160.93
206317.8614.54-3.33
----
0.241.160.92
206417.9314.54-3.39
----
0.251.160.91
206517.9914.55-3.45
----
0.261.170.90
206618.0614.55-3.50
----
0.281.170.89
206718.1214.56-3.56
----
0.291.170.88
206818.1914.57-3.62
----
0.301.170.87
206918.2614.57-3.68
----
0.311.180.86
207018.3314.58-3.75
----
0.321.180.85
207118.3914.59-3.80
----
0.331.180.84
207218.4614.59-3.86
----
0.351.180.84
207318.5214.60-3.92
----
0.361.180.83
207418.5814.60-3.97
----
0.371.190.82
207518.6314.61-4.02
----
0.381.190.81
207618.6714.61-4.06
----
0.381.190.80
207718.7014.62-4.08
----
0.391.190.80
207818.7214.62-4.10
----
0.401.190.79
207918.7214.62-4.10
----
0.411.190.79
208018.7114.62-4.09
----
0.411.200.78
208118.6914.62-4.07
----
0.421.200.78
208218.6714.62-4.04
----
0.421.200.78
208318.6314.62-4.00
----
0.421.200.78
208418.5914.62-3.96
----
0.431.200.77
208518.5414.62-3.92
----
0.431.200.77
208618.4814.62-3.86
----
0.431.200.77
208718.4114.61-3.80
----
0.431.200.77
208818.3514.61-3.74
----
0.431.200.77
208918.2814.61-3.68
----
0.431.200.77
209018.2214.60-3.62
----
0.431.200.77
209118.1714.60-3.57
----
0.431.210.77
209218.1314.60-3.54
----
0.431.210.77
209318.1014.60-3.51
----
0.431.210.77
209418.0814.60-3.49
----
0.431.210.77
209518.0714.60-3.48
----
0.431.210.78
209618.0714.60-3.48
----
0.431.210.78
209718.0814.60-3.48
----
0.431.210.78

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
2022-2096 17.39% 14.63% -2.75% 2036 0.19% 0.85% 0.67%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2022 Trustees Report.