Social Security Tables and Figures

Tables and Figures in CRS Reports

The following tables and figures related to Social Security can be found in the CRS reports section of this Green Book chapter.

RL30920: Major Decisions in the House and Senate on Social Security: 1935-2010

Table 1. Social Security Laws, 1935-2010

RL33028: Social Security: The Trust Fund

Table 1. Annual Revenues, Costs, and Cash Flow Surpluses or Deficits for the Social Security Trust Fund, 1957-1983

Table 2. Annual Revenues, Costs, and Cash Flow Surpluses or Deficits for the Social Security Trust Fund, 1984-2010

Table 3. Projected Annual Revenues, Costs, and Cash Flow Deficits for the Social Security Trust Fund, 2011-2035

Table 4. Accumulated Holdings of the Social Security Trust Fund, 1957-2010

Table 5. Projected Accumulated Holdings of the Social Security Trust Fund, 2011-2035

R41479: Social Security: Revisiting Benefits for Spouses and Survivors

Figure 1. Basis of Entitlement for Women Aged 62 or Older, 1960-2008, Selected Years

Figure 2. Labor Force Participation Rate of Women with Children, 1975 to 2008

Figure 3. Relative Importance of Social Security to Total Retirement Income for Persons Aged 65 or Older in 2006

Figure 4. Poverty Status of Social Security Beneficiaries Aged 65 or Older in 2006 by Gender and Marital Status

Table 1. Percentage Reaching 10th Marriage Anniversary, by Marriage Cohort and Sex, for First and Second Marriages

Table 2. Average Benefit Levels Among Retired Workers With Dual Entitlement, December 2009

Table 3. Women's Earnings as a Percent of Men's Earnings, 1979 and 2009

Table 4. Benefits for Three Couples with Different Earnings Splits Between Husband and Wife

Table B-1. Computation of a Worker's Primary Insurance Amount (PIA) in 2010 Based on an Illustrative AIME of $5,000

Table C-1. Social Security Spousal and Widow(er)'s Benefits

R41518: Social Security: The Minimum Benefit Provision

Table 1. Special Minimum PIA Initial Monthly Benefit Amounts, by Number of Years of Coverage, Effective in 2011

Table 2. The Special Minimum PIA: Number of Current Beneficiaries, Average Monthly Special Minimum PIA Amounts and Average Monthly Benefit Payments, December 2009

Table A-1. Computation of a Worker's Primary Insurance Amount (PIA) in 2011 Based on an Illustrative AIME of $5,000

Table B-1. Social Security Auxiliary Benefits

Table C-1. Years of Coverage Counted for the Special Minimum PIA

Table C-2. Years of Coverage Counted for the Special Minimum PIA

94-803: Social Security: Cost-of-Living Adjustments

Table 1. Computation of a Potential Social Security COLA, January 2011

Table 2. History of Social Security Benefit Increases

98-35: Social Security: The Windfall Elimination Provision (WEP)

Table 1. Social Security Benefit Formula in 2011

Table 2. Monthly PIA for a Worker With Average Indexed Monthly Earnings of $1,500 and Retiring in 2011

Table 3. WEP Reduction Falls with Years of Substantial Coverage

Table 4. Number of Beneficiaries in Current Payment Status with Benefits Affected by Windfall Elimination Provision (WEP), by State and Type of Benefit, December 2010

RL32453: Social Security: The Government Pension Offset (GPO)

Table 1. Dual Entitlement Formula

Table 2. GPO Formula

Table 3. Dual Entitlement Rule Compared with Government Pension Offset

Table 4. Mary's Spousal Benefit, Before and After GPO Enactment

Table 5. Number of Social Security Beneficiaries Affected by GPO, by State, Type of Benefit, and Offset Status, December 2010

R41242: Social Security Retirement Earnings Test: How Earnings Affect Benefits

Table 1. Number of Worker Beneficiaries with Earnings in 2006

Table 2. Application of the Retirement Earnings Test to a Single Worker Beneficiary with Earnings Above the Annual Exempt Amount, 2011

Table 3. Application of the Retirement Earnings Test to a Family Consisting of a Worker Beneficiary with Earnings Above the Annual Exempt Amount and Auxiliary Beneficiaries (a Spouse and a Child), 2011

Table 4. Application of the Retirement Earnings Test to a Couple Consisting of a Worker Beneficiary and an Auxiliary (Spousal) Beneficiary, Both of Whom Have Earnings Above the Annual Exempt Amount and Are Below FRA Throughout the Calendar Year, 2011

Table 5. Applicability of the Retirement Earnings Test to Worker Beneficiaries and Auxiliary Beneficiaries

Table A-1. Computation of a Worker's Primary Insurance Amount in 2011 Based on an Illustrative AIME of $5,000

Table B-1. Social Security Auxiliary Benefits

Table C-1. Annual Exempt Amounts Under the Social Security Retirement Earnings Test, Calendar Years 2000-2011

RL32552: Social Security: Calculation and History of Taxing Benefits

Figure 1. Taxable Social Security Benefits as Non-Social Security (and Provisional) Income Increases for a Single Retiree with $14,105 in Annual Social Security Benefits, Tax Year 2010

Figure 2. Taxable Income for an Average Single Retiree

Figure 3. Taxable Income for a Single Retiree with $20,000 or $30,000 in Non-Social Security Income as Annual Social Security Benefits Increase, Tax Year 2010

Table 1. Calculation of Taxable Social Security and Tier I Railroad Retirement Benefits

Table 2. Example of Calculation of Social Security Benefits for Average Social Security Recipient and Different Assumptions about Other Income

Table 3. State Income Taxation of Social Security Benefits, Tax Year 2008

Table 4. Number and Percentage of Beneficiaries with Taxable Social Security Benefits by Income Class Under 2005

Table 5. Social Security Benefits and Taxes on Social Security Benefits by Income Class Under 2005 Law

RL32279: Primer on Disability Benefits: Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

Table 1. Reasons for SSDI Worker Benefit Termination, 2009

R41289: Disability Benefits Available Under the Social Security Disability Insurance (SSDI) and Veterans Disability Compensation (VDC) Programs

Figure 1. Social Security Administration's Five-Step Sequential Evaluation Process for Determining Disability

Figure 2. SSDI Appeals Process

Figure 3. Flow Chart of the Various Steps in the VA Appeal Process

Table 1. Comparison of SSDI and VDC Recipients, End of FY2010

Table 2. Comparison of Key SSDI and VDC Program Components

Table 3. General VDC and SSDI Eligibility Determinations for Four Hypothetical Veterans

R41716: Social Security Administration (SSA): Budget Issues

Figure 1. Projected Spending on SSA Programs

Figure 2. SSA Total LAE Budget Authority

Figure 3. New Claims for Social Security and SSI Benefits

Figure 4. SSA Hearings Pending at the End of Each Fiscal Year

Figure 5. SSA Program Integrity Activities

Figure 6. SSA Administrative Budget Requests and Appropriations

Additional Tables and Figures Related to Social Security

The following additional tables and figures appear in this section of the Green Book chapter on Social Security.

Social Security as a Percentage of Income Among Beneficiaries Age 65 and Older

Table 1-1. Social Security as a Percentage of Income Among Beneficiaries Age 65 and Older in 2009

Figure 1-1. Social Security as a Share of Total Income Among Beneficiaries Age 65 and Older in 2009 By Income Quartile

Social Security Trust Funds

Table 1-2. Long-Range Actuarial Status of the Combined OASDI Trust Fund as Shown Under Intermediate Assumptions in Trustees’ Reports from 1983 to 2011

Table 1-3. Projected Trust Fund Exhaustion and Operations as Shown Under Intermediate Assumptions in Trustees’ Reports from 1983 to 2011

Social Security Retirement Age

Table 1-4. Increases in Full Retirement Age and Delayed Retirement Credits with Resulting Benefit, as a Percent of Primary Insurance Amount, Payable at Selected Ages, for Persons Born in 1924 or Later

Taxation of Social Security Benefits

Table 1-5. Worksheet for Determining the Taxable Portion of Social Security Benefits

Social Security Disability Insurance: Disability Determination Process

Figure 1-2. The Five-Step Disability Determination Process

Social Security Disability Insurance: Number of Beneficiaries

Table 1-6. Number of Disability Insurance (DI) Beneficiaries in Current-Payment Status, Selected Years 1960-2009

Social Security Disability Insurance: New Benefit Awards

Table 1-7. Disabled Workers’ Applications, Awards, Awards as a Percent of Applications, and Awards Per 1,000 Insured Workers, Selected Calendar Years 1965-2010

Table 1-8. Percent Distribution by Age and Sex of Title II Disabled Worker Beneficiaries Awarded Benefits in Selected Calendar Years 1970-2009

Table 1-9. Percent Distribution by Disabling Impairment of Title II Disabled Worker Beneficiaries Awarded Benefits in Selected Calendar Years 1970-2009

Social Security Disability Insurance: Substantial Gainful Activity Amounts

Table 1-10. Monthly Substantial Gainful Activity (SGA) Amounts, 1968-2011