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
202414.9312.89-2.04
186
0.060.00-0.06
202515.1112.98-2.13
167
0.060.00-0.06
202615.3013.08-2.22
148
0.070.00-0.06
202715.4513.10-2.35
130
0.070.00-0.07
202815.6313.13-2.49
112
0.070.00-0.07
202915.8013.17-2.63
94
0.080.00-0.07
203015.9513.19-2.76
76
0.080.00-0.08
203116.0913.22-2.87
57
0.090.00-0.08
203216.2413.24-2.99
39
0.090.01-0.09
203316.3713.25-3.11
21
0.100.01-0.09
203416.4813.26-3.22
3
0.100.01-0.10
203516.5813.27-3.31
----
0.100.01-0.10
203616.6713.28-3.38
----
0.110.01-0.10
203716.7513.29-3.46
----
0.110.01-0.11
203816.8113.29-3.52
----
0.120.01-0.11
203916.8713.30-3.57
----
0.120.01-0.11
204016.9113.30-3.60
----
0.120.01-0.12
204116.9313.31-3.63
----
0.130.01-0.12
204216.9513.31-3.64
----
0.130.01-0.12
204316.9713.31-3.65
----
0.140.01-0.13
204416.9813.31-3.67
----
0.140.01-0.13
204517.0013.32-3.69
----
0.140.01-0.13
204617.0213.32-3.71
----
0.140.01-0.13
204717.0513.32-3.73
----
0.150.01-0.14
204817.0713.32-3.75
----
0.150.01-0.14
204917.1013.33-3.78
----
0.150.01-0.14
205017.1313.33-3.80
----
0.150.01-0.14
205117.1613.33-3.83
----
0.150.01-0.14
205217.2013.34-3.87
----
0.140.01-0.14
205317.2513.34-3.91
----
0.140.01-0.14
205417.3113.35-3.96
----
0.140.01-0.14
205517.3813.35-4.03
----
0.150.01-0.14
205617.4513.36-4.09
----
0.150.01-0.14
205717.5213.36-4.16
----
0.140.01-0.14
205817.6013.37-4.23
----
0.140.01-0.13
205917.6813.38-4.31
----
0.140.01-0.13
206017.7613.38-4.38
----
0.140.01-0.13
206117.8313.39-4.44
----
0.140.01-0.13
206217.9013.39-4.51
----
0.140.01-0.13
206317.9713.40-4.57
----
0.140.01-0.13
206418.0313.40-4.62
----
0.140.01-0.14
206518.0913.41-4.68
----
0.150.01-0.14
206618.1513.41-4.74
----
0.150.01-0.14
206718.2113.42-4.79
----
0.150.01-0.14
206818.2713.42-4.84
----
0.150.01-0.14
206918.3313.43-4.90
----
0.150.01-0.14
207018.3913.43-4.95
----
0.160.01-0.15
207118.4413.44-5.00
----
0.160.01-0.15
207218.4913.44-5.05
----
0.160.01-0.15
207318.5513.45-5.10
----
0.160.01-0.15
207418.5913.45-5.14
----
0.160.01-0.15
207518.6313.45-5.18
----
0.170.01-0.16
207618.6613.46-5.20
----
0.170.01-0.16
207718.6813.46-5.22
----
0.170.01-0.16
207818.6813.46-5.22
----
0.180.01-0.16
207918.6713.46-5.21
----
0.180.01-0.17
208018.6413.46-5.19
----
0.180.01-0.17
208118.6113.46-5.16
----
0.180.01-0.17
208218.5713.45-5.12
----
0.180.01-0.17
208318.5213.45-5.07
----
0.180.01-0.17
208418.4713.45-5.02
----
0.180.01-0.17
208518.4113.45-4.96
----
0.180.01-0.17
208618.3413.44-4.90
----
0.180.01-0.17
208718.2713.44-4.83
----
0.180.01-0.17
208818.2013.43-4.77
----
0.180.01-0.17
208918.1413.43-4.71
----
0.180.01-0.17
209018.0813.42-4.65
----
0.180.01-0.17
209118.0313.42-4.60
----
0.180.01-0.17
209217.9913.42-4.57
----
0.190.01-0.17
209317.9613.42-4.54
----
0.190.01-0.17
209417.9413.42-4.52
----
0.190.01-0.17
209517.9313.42-4.52
----
0.190.01-0.17
209617.9313.42-4.51
----
0.190.01-0.17
209717.9413.42-4.52
----
0.190.01-0.17
209817.9613.42-4.54
----
0.190.01-0.17

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 17.52% 13.78% -3.74% 2034 0.14% 0.01% -0.13%

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