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
202515.0112.97-2.03
168
-0.04-0.000.04
202615.1613.08-2.08
150
-0.08-0.000.07
202715.2613.09-2.18
133
-0.12-0.010.11
202815.4013.12-2.28
116
-0.16-0.010.15
202915.5213.15-2.37
99
-0.20-0.010.19
203015.6413.17-2.47
83
-0.23-0.010.22
203115.7313.20-2.53
66
-0.27-0.020.26
203215.8413.22-2.62
50
-0.31-0.020.29
203315.9313.23-2.70
33
-0.34-0.020.32
203416.0113.24-2.77
17
-0.37-0.020.35
203516.0713.24-2.83
----
-0.40-0.020.38
203616.1213.25-2.88
----
-0.43-0.030.41
203716.1813.25-2.92
----
-0.46-0.030.43
203816.2113.26-2.95
----
-0.48-0.030.45
203916.2413.26-2.98
----
-0.51-0.030.48
204016.2513.27-2.99
----
-0.53-0.030.50
204116.2613.27-2.99
----
-0.55-0.030.51
204216.2613.27-2.99
----
-0.56-0.030.53
204316.2513.27-2.98
----
-0.58-0.030.54
204416.2613.27-2.99
----
-0.59-0.040.55
204516.2613.27-2.99
----
-0.60-0.040.56
204616.2713.27-3.00
----
-0.61-0.040.57
204716.2813.27-3.01
----
-0.62-0.040.58
204816.3013.28-3.02
----
-0.63-0.040.59
204916.3213.28-3.04
----
-0.63-0.040.59
205016.3513.28-3.07
----
-0.64-0.040.60
205116.3813.28-3.09
----
-0.64-0.040.60
205216.4113.29-3.13
----
-0.65-0.040.61
205316.4613.29-3.17
----
-0.65-0.040.61
205416.5113.30-3.22
----
-0.65-0.040.61
205516.5813.30-3.27
----
-0.65-0.040.61
205616.6513.31-3.34
----
-0.66-0.040.62
205716.7213.31-3.40
----
-0.66-0.040.62
205816.7913.32-3.47
----
-0.66-0.040.62
205916.8713.33-3.55
----
-0.67-0.040.63
206016.9513.33-3.61
----
-0.67-0.040.63
206117.0213.34-3.68
----
-0.68-0.040.63
206217.0813.34-3.74
----
-0.68-0.040.64
206317.1413.35-3.79
----
-0.68-0.040.64
206417.2013.35-3.84
----
-0.69-0.040.65
206517.2513.36-3.90
----
-0.69-0.040.65
206617.3113.36-3.95
----
-0.70-0.040.65
206717.3613.37-3.99
----
-0.70-0.040.66
206817.4113.37-4.04
----
-0.71-0.040.66
206917.4613.37-4.09
----
-0.71-0.040.67
207017.5213.38-4.14
----
-0.72-0.040.67
207117.5613.38-4.18
----
-0.72-0.040.68
207217.6113.39-4.22
----
-0.72-0.050.68
207317.6513.39-4.26
----
-0.73-0.050.68
207417.6913.39-4.30
----
-0.73-0.050.69
207517.7313.40-4.33
----
-0.74-0.050.69
207617.7513.40-4.35
----
-0.74-0.050.69
207717.7613.40-4.36
----
-0.74-0.050.70
207817.7613.40-4.36
----
-0.75-0.050.70
207917.7413.40-4.34
----
-0.75-0.050.70
208017.7213.40-4.32
----
-0.75-0.050.70
208117.6813.40-4.29
----
-0.75-0.050.70
208217.6413.40-4.25
----
-0.75-0.050.70
208317.5913.39-4.20
----
-0.75-0.050.70
208417.5413.39-4.15
----
-0.75-0.050.70
208517.4813.39-4.09
----
-0.75-0.050.70
208617.4113.38-4.03
----
-0.75-0.050.70
208717.3413.38-3.96
----
-0.75-0.050.70
208817.2713.37-3.90
----
-0.75-0.050.70
208917.2113.37-3.84
----
-0.74-0.050.70
209017.1513.37-3.78
----
-0.74-0.050.70
209117.1013.36-3.74
----
-0.74-0.050.69
209217.0613.36-3.70
----
-0.74-0.050.69
209317.0313.36-3.68
----
-0.74-0.050.69
209417.0213.36-3.66
----
-0.74-0.050.69
209517.0113.36-3.65
----
-0.73-0.050.69
209617.0113.36-3.65
----
-0.73-0.050.69
209717.0213.36-3.66
----
-0.73-0.050.69
209817.0413.36-3.68
----
-0.73-0.050.69

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 16.81% 13.74% -3.06% 2034 -0.58% -0.04% 0.54%

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