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
202515.0412.78-2.26
168
0.00-0.19-0.19
202615.2412.84-2.39
148
0.00-0.24-0.24
202715.3812.86-2.52
129
0.00-0.23-0.23
202815.5612.90-2.66
109
0.00-0.23-0.23
202915.7212.93-2.79
90
0.00-0.23-0.23
203015.8712.96-2.91
72
0.00-0.22-0.22
203116.0012.99-3.01
53
0.00-0.22-0.22
203216.1513.02-3.12
34
0.00-0.21-0.22
203316.2713.04-3.23
15
0.00-0.21-0.21
203416.3813.06-3.33
----
0.00-0.20-0.20
203516.4813.07-3.41
----
0.00-0.19-0.20
203616.5613.09-3.47
----
0.00-0.19-0.19
203716.6413.10-3.54
----
0.00-0.18-0.18
203816.7013.11-3.58
----
0.00-0.17-0.17
203916.7513.13-3.62
----
0.00-0.17-0.17
204016.7813.14-3.65
----
0.00-0.16-0.16
204116.8113.15-3.66
----
0.00-0.15-0.15
204216.8213.16-3.66
----
0.00-0.15-0.15
204316.8313.16-3.67
----
0.00-0.14-0.14
204416.8513.17-3.67
----
0.00-0.13-0.13
204516.8613.18-3.68
----
0.00-0.13-0.13
204616.8813.19-3.69
----
0.00-0.12-0.12
204716.9013.20-3.71
----
0.00-0.11-0.12
204816.9313.21-3.72
----
0.00-0.11-0.11
204916.9613.21-3.74
----
0.00-0.10-0.10
205016.9913.22-3.77
----
0.00-0.10-0.10
205117.0213.23-3.79
----
0.00-0.09-0.09
205217.0613.24-3.82
----
0.00-0.09-0.09
205317.1113.25-3.86
----
0.00-0.08-0.09
205417.1713.26-3.91
----
0.00-0.08-0.08
205517.2313.27-3.97
----
0.00-0.08-0.08
205617.3013.28-4.03
----
0.00-0.07-0.07
205717.3813.29-4.09
----
0.00-0.07-0.07
205817.4613.30-4.16
----
0.00-0.07-0.07
205917.5413.31-4.23
----
0.00-0.06-0.06
206017.6213.32-4.30
----
0.00-0.06-0.06
206117.6913.32-4.37
----
0.00-0.06-0.06
206217.7613.33-4.43
----
0.00-0.05-0.05
206317.8213.34-4.48
----
0.00-0.05-0.05
206417.8913.35-4.54
----
0.00-0.05-0.05
206517.9513.36-4.59
----
0.00-0.04-0.04
206618.0013.36-4.64
----
0.00-0.04-0.04
206718.0613.37-4.69
----
0.00-0.04-0.04
206818.1213.38-4.74
----
0.00-0.04-0.04
206918.1713.38-4.79
----
0.00-0.04-0.04
207018.2313.39-4.84
----
0.00-0.03-0.03
207118.2813.40-4.89
----
0.00-0.03-0.03
207218.3313.40-4.93
----
0.00-0.03-0.03
207318.3813.41-4.98
----
0.00-0.03-0.03
207418.4313.41-5.01
----
0.00-0.03-0.03
207518.4613.42-5.05
----
0.00-0.03-0.03
207618.4913.42-5.07
----
0.00-0.02-0.02
207718.5013.42-5.08
----
0.00-0.02-0.02
207818.5013.43-5.08
----
0.00-0.02-0.02
207918.4913.43-5.06
----
0.00-0.02-0.02
208018.4713.43-5.04
----
0.00-0.02-0.02
208118.4313.43-5.01
----
0.00-0.02-0.02
208218.3913.43-4.97
----
0.00-0.02-0.02
208318.3513.42-4.92
----
0.00-0.02-0.02
208418.2913.42-4.87
----
0.00-0.01-0.01
208518.2313.42-4.81
----
0.00-0.01-0.01
208618.1613.42-4.74
----
0.00-0.01-0.01
208718.0913.41-4.68
----
0.00-0.01-0.01
208818.0213.41-4.61
----
0.00-0.01-0.01
208917.9513.41-4.55
----
0.00-0.01-0.01
209017.8913.40-4.49
----
0.00-0.01-0.01
209117.8413.40-4.44
----
0.00-0.01-0.01
209217.8013.40-4.40
----
0.00-0.01-0.01
209317.7713.40-4.37
----
0.00-0.01-0.01
209417.7513.40-4.36
----
0.00-0.01-0.01
209517.7413.40-4.35
----
0.00-0.01-0.01
209617.7413.40-4.35
----
0.00-0.01-0.01
209717.7513.40-4.36
----
0.00-0.01-0.01
209817.7713.40-4.37
----
0.00-0.01-0.01

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 17.38% 13.68% -3.70% 2033 0.00% -0.09% -0.09%

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