Table 1a—Proposal General Fund Transfers, OASDI Trust Fund Assets, Individual Account Assets, and Theoretical OASDI Assets
Calendar
Year
Proposal General Fund Transfers
Accumulated
General
Fund
Transfers
at End of
Year
(4)
Net
Annual
Transfer
(5)
Total
OASDI
Trust
Fund
Assets
at End of
Year
(6)
Individual
Account
Assets1
at End of
Year
(7)
GDP
(8)
Theoretical
Social Security2
with Borrowing
Authority;
Net OASDI
Trust Fund Assets
at End of Year
Specified
for Slowed
Federal
Government
Spending
(1)
Corporation
Tax
Recap
(2)
Reverse
Transfers
for
Annual
Balance
(3)
Without
General
Fund
Transfer
(9)
With
General
Fund Transfer
(amount for
proposal)
(10)
Billions of Constant 2004 Dollars
Present
Value
1-1-04
Billions of Constant 2004 Dollars
2004
0
0
0
0
0.0
1,684
0
11,544
1,543
1,543
2005
0
0
0
0
0.0
1,840
0
11,911
1,698
1,698
2006
12
2
0
14
12.5
1,884
129
12,246
1,862
1,876
2007
38
4
0
57
36.4
1,940
279
12,562
2,030
2,088
2008
64
6
0
130
59.9
2,019
441
12,870
2,203
2,334
2009
91
9
0
236
83.2
2,118
616
13,171
2,381
2,617
2010
119
12
0
377
106.2
2,242
806
13,466
2,560
2,937
2011
148
15
0
554
128.7
2,395
1,011
13,752
2,741
3,295
2012
177
18
0
771
150.5
2,570
1,230
14,024
2,922
3,693
2013
207
22
0
1,028
171.7
2,769
1,463
14,285
3,100
4,127
2014
211
26
0
1,300
172.6
2,964
1,712
14,547
3,271
4,571
2015
215
30
0
1,590
173.5
3,154
1,975
14,804
3,434
5,023
2016
219
37
0
1,899
175.9
3,157
2,442
15,061
3,586
5,485
2017
223
45
0
2,230
178.8
3,148
2,939
15,322
3,725
5,956
2018
226
54
0
2,585
181.8
3,130
3,466
15,586
3,849
6,434
2019
230
62
0
2,963
184.4
3,099
4,023
15,842
3,956
6,919
2020
234
72
0
3,367
187.0
3,056
4,610
16,100
4,045
7,411
2021
237
81
0
3,796
189.5
3,001
5,228
16,354
4,113
7,909
2022
241
92
0
4,252
192.1
2,937
5,877
16,610
4,159
8,411
2023
245
102
0
4,737
194.6
2,864
6,558
16,861
4,182
8,919
2024
249
114
0
5,252
197.1
2,782
7,271
17,117
4,183
9,435
2025
252
126
0
5,798
199.5
2,694
8,016
17,372
4,161
9,959
2026
256
138
0
6,378
202.0
2,602
8,795
17,634
4,116
10,493
2027
260
151
0
6,992
204.5
2,508
9,606
17,903
4,047
11,039
2028
264
164
0
7,642
206.9
2,416
10,451
18,174
3,954
11,596
2029
268
178
0
8,330
209.3
2,326
11,329
18,451
3,836
12,167
2030
272
193
0
9,058
211.6
2,244
12,241
18,733
3,695
12,753
2031
276
208
0
9,828
214.0
2,170
13,188
19,022
3,530
13,358
2032
281
223
0
10,641
216.3
2,109
14,168
19,319
3,342
13,983
2033
285
239
0
11,500
218.5
2,063
15,183
19,622
3,132
14,632
2034
289
256
0
12,406
220.7
2,036
16,232
19,929
2,901
15,307
2035
294
273
0
13,362
222.8
2,031
17,315
20,243
2,649
16,010
2036
299
291
0
14,369
224.9
2,051
18,432
20,564
2,376
16,745
2037
303
309
0
15,431
226.9
2,099
19,582
20,892
2,083
17,514
2038
308
328
18
16,530
222.3
2,162
20,764
21,226
1,771
18,301
2039
313
347
50
17,653
213.0
2,226
21,979
21,562
1,440
19,094
2040
318
367
85
18,801
203.6
2,291
23,224
21,904
1,090
19,891
2041
323
388
121
19,972
194.2
2,359
24,500
22,252
720
20,693
2042
328
408
158
21,167
184.8
2,429
25,804
22,605
331
21,497
2043
333
430
198
22,383
175.3
2,501
27,135
22,961
-80
22,303
2044
339
451
239
23,621
165.7
2,575
28,492
23,322
-513
23,108
2045
344
473
283
24,880
156.2
2,652
29,872
23,687
-969
23,911
2046
349
496
329
26,157
146.5
2,731
31,273
24,055
-1,450
24,707
2047
355
518
376
27,453
136.9
2,811
32,695
24,426
-1,957
25,495
2048
360
541
425
28,766
127.3
2,894
34,134
24,799
-2,493
26,273
2049
366
564
475
30,098
118.3
2,980
35,588
25,174
-3,058
27,039
2050
371
588
525
31,447
109.4
3,069
37,050
25,552
-3,654
27,793
2051
377
611
577
32,813
100.7
3,159
38,520
25,936
-4,283
28,530
2052
382
635
629
34,197
92.3
3,253
39,996
26,324
-4,947
29,250
2053
388
659
683
35,598
84.0
3,349
41,480
26,721
-5,648
29,950
2054
394
682
737
37,014
76.0
3,449
42,972
27,123
-6,387
30,628
2055
400
706
792
38,448
68.3
3,551
44,468
27,528
-7,166
31,282
2056
406
730
847
39,900
61.2
3,657
45,968
27,939
-7,987
31,912
2057
412
754
901
41,370
54.4
3,765
47,468
28,354
-8,851
32,519
2058
418
778
955
42,859
48.0
3,877
48,970
28,775
-9,759
33,100
2059
424
803
1,010
44,367
41.8
3,992
50,472
29,204
-10,713
33,654
2060
430
827
1,065
45,896
36.1
4,111
51,974
29,639
-11,713
34,183
2061
437
851
1,120
47,445
30.6
4,234
53,476
30,078
-12,761
34,684
2062
443
875
1,174
49,017
25.4
4,359
54,978
30,526
-13,859
35,157
2063
450
899
1,229
50,611
20.6
4,489
56,478
30,978
-15,009
35,602
2064
457
923
1,282
52,229
16.2
4,623
57,979
31,438
-16,212
36,017
2065
463
947
1,336
53,872
12.0
4,761
59,479
31,906
-17,472
36,400
2066
470
971
1,383
55,547
9.1
4,903
60,979
32,379
-18,790
36,757
2067
477
995
1,431
57,256
6.3
5,049
62,481
32,861
-20,169
37,087
2068
484
1,019
1,478
58,999
3.7
5,199
63,984
33,359
-21,611
37,388
2069
492
1,043
1,525
60,779
1.4
5,354
65,491
33,859
-23,120
37,659
2070
499
1,067
1,566
62,603
0.0
5,514
67,002
34,366
-24,698
37,905
2071
507
1,091
1,598
64,481
0.0
5,678
68,518
34,882
-26,347
38,134
2072
514
1,116
1,630
66,415
0.0
5,847
70,042
35,404
-28,070
38,345
2073
522
1,140
1,662
68,408
0.0
6,021
71,574
35,931
-29,870
38,537
2074
530
1,165
1,694
70,460
0.0
6,200
73,118
36,464
-31,751
38,709
2075
537
1,190
1,727
72,574
0.0
6,385
74,675
37,006
-33,714
38,860
2076
545
1,215
1,760
74,751
0.0
6,575
76,247
37,555
-35,763
38,988
2077
553
1,240
1,794
76,994
0.0
6,771
77,838
38,112
-37,901
39,093
2078
562
1,266
1,828
79,303
0.0
6,973
79,448
38,677
-40,131
39,173
2079
570
1,292
1,862
81,682
0.0
7,181
81,083
39,245
-42,456
39,226
Total
2004-78
       
8,495.4
         

1Including annuity assets, assuming all annuitize fully.

2Theoretical Social Security is the current Social Security program with the assumption that the law is modified to permit borrowing from the General Fund of the Treasury.

Based on Intermediate Assumptions of the 2004 Trustees Report

Office of the Chief Actuary
Social Security Administration
April 19, 2005

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