Table 2. Social Security Stabilization and Enhancement Act of 2001 (H. R. 3315)
Year
Cost
Rate
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-year
Change in
OASDI
Payroll
Tax Rate
OASDI
Payroll
Tax Rate
Equities Held
in the OASI
Trust Fund as
a Percent of GDP
(Beg. of Year)
2001
10.50
12.72
2.22
239
--
12.40
--
2002
9.39
12.69
3.30
264
--
12.40
--
2003
9.41
12.70
3.29
301
--
12.40
0.1
2004
9.44
12.71
3.26
338
--
12.40
0.3
2005
9.50
12.71
3.21
373
--
12.40
0.5
2006
9.57
12.72
3.15
408
--
12.40
0.8
2007
9.68
12.73
3.05
441
--
12.40
1.1
2008
9.81
12.74
2.93
472
--
12.40
1.4
2009
9.98
12.75
2.77
499
--
12.40
1.8
2010
10.16
12.76
2.61
525
--
12.40
2.2
2011
10.35
12.77
2.42
547
--
12.40
2.7
2012
10.59
12.78
2.19
566
--
12.40
3.1
2013
10.85
12.78
1.93
583
--
12.40
3.6
2014
11.13
12.79
1.66
596
--
12.40
4.2
2015
11.43
12.80
1.37
607
--
12.40
4.7
2016
11.74
12.81
1.07
615
--
12.40
5.3
2017
12.06
12.82
0.76
621
--
12.40
5.9
2018
12.38
12.83
0.45
625
--
12.40
6.1
2019
12.71
12.84
0.13
626
--
12.40
6.3
2020
13.03
12.85
-0.18
626
--
12.40
6.5
2021
13.33
12.87
-0.46
625
--
12.40
6.6
2022
13.62
12.89
-0.73
623
--
12.40
6.8
2023
13.90
12.90
-0.99
620
--
12.40
6.9
2024
14.16
12.92
-1.24
616
--
12.40
7.0
2025
14.41
12.93
-1.47
611
--
12.40
7.0
2026
14.64
12.95
-1.69
606
--
12.40
7.1
2027
14.85
12.96
-1.89
600
--
12.40
7.2
2028
15.04
12.98
-2.06
594
--
12.40
7.2
2029
15.21
12.99
-2.21
588
--
12.40
7.2
2030
15.35
13.00
-2.34
582
--
12.40
7.2
2031
15.48
13.02
-2.46
575
--
12.40
7.2
2032
15.59
13.03
-2.56
569
--
12.40
7.2
2033
15.67
13.04
-2.64
562
--
12.40
7.1
2034
15.73
13.04
-2.68
557
--
12.40
7.1
2035
15.76
13.05
-2.71
551
--
12.40
7.0
2036
15.78
13.06
-2.72
546
--
12.40
7.0
2037
15.78
13.06
-2.72
542
--
12.40
6.9
2038
15.77
13.07
-2.71
537
--
12.40
6.9
2039
15.75
13.07
-2.69
533
--
12.40
6.8
2040
15.74
13.07
-2.66
529
--
12.40
6.8
2041
15.72
13.08
-2.65
525
--
12.40
6.7
2042
15.71
13.08
-2.63
521
--
12.40
6.7
2043
15.70
13.08
-2.62
517
--
12.40
6.6
2044
15.70
13.08
-2.62
513
--
12.40
6.6
2045
15.71
13.09
-2.62
508
--
12.40
6.5
2046
15.72
13.09
-2.63
504
--
12.40
6.5
2047
15.74
13.10
-2.64
499
--
12.40
6.5
2048
15.76
13.10
-2.66
494
--
12.40
6.4
2049
15.78
13.10
-2.68
488
--
12.40
6.4
2050
15.82
13.11
-2.71
482
--
12.40
6.4
2051
15.86
13.11
-2.75
476
--
12.40
6.3
2052
15.91
13.12
-2.80
469
--
12.40
6.3
2053
15.97
13.12
-2.85
462
--
12.40
6.2
2054
16.03
13.13
-2.90
454
--
12.40
6.2
2055
16.10
13.14
-2.96
445
--
12.40
6.1
2056
16.16
13.14
-3.02
437
--
12.40
6.1
2057
16.23
13.15
-3.08
427
--
12.40
6.0
2058
16.30
13.15
-3.14
418
--
12.40
6.0
2059
16.36
13.16
-3.20
407
--
12.40
5.9
2060
16.42
13.16
-3.26
397
--
12.40
5.8
2061
16.49
13.17
-3.32
386
--
12.40
5.7
2062
16.55
13.18
-3.37
374
--
12.40
5.6
2063
16.60
13.18
-3.42
362
--
12.40
5.5
2064
16.66
13.19
-3.48
350
--
12.40
5.4
2065
16.72
13.19
-3.53
337
--
12.40
5.3
2066
16.77
13.19
-3.58
324
--
12.40
5.2
2067
16.83
13.20
-3.63
310
--
12.40
5.0
2068
16.88
13.20
-3.68
296
--
12.40
4.9
2069
16.94
13.21
-3.73
281
--
12.40
4.8
2070
16.99
13.21
-3.78
266
--
12.40
4.6
2071
17.04
13.22
-3.82
251
--
12.40
4.5
2072
17.09
13.22
-3.87
234
--
12.40
4.3
2073
17.15
13.22
-3.92
218
--
12.40
4.2
2074
17.20
13.23
-3.97
200
--
12.40
4.0
2075
17.25
13.23
-4.02
183
--
12.40
3.8
2076
17.31
13.24
-4.07
164
--
12.40
3.7
Summarized Rates: OASDI
 
 
Cost
Rate
Income
Rate
Actuarial
Balance
Change in
Actuarial
Balance
 
2001-2075
13.48
13.51
0.03
1.89
 
Based on Intermediate Assumptions of the 2001 Trustees Report.

Office of the Chief Actuary
Social Security Administration
November 20, 2001

Previous Return to memorandum List of memos