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
Table 1. Reasons for SSDI Worker Benefit Termination, 2009
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
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