2004 Trustees Report

The following tables present the plot points for Figure IV.B3--OASI and DI Trust Fund Ratios (assets as a percentage of annual expenditures) on a calendar year basis for the historical period (1990-2003) and the projection period (2004-2080), under all three sets of assumptions.

Historical trust fund ratios
Calendar
year
OASI
DI
1990
79%
40%
1991
87%
39%
1992
103%
40%
1993
117%
35%
1994
130%
23%
1995
139%
55%
1996
149%
83%
1997
160%
113%
1998
177%
133%
1999
201%
152%
2000
223%
171%
2001
247%
193%
2002
272%
208%
2003
300%
220%

Projected trust fund ratios
Calendar
year
OASI
DI
I
II
III
I
II
III
2004
322%
322%
321%
226%
223%
215%
2005
347%
345%
338%
232%
224%
204%
2006
376%
371%
357%
241%
226%
192%
2007
405%
396%
378%
249%
226%
179%
2008
434%
418%
391%
257%
223%
160%
2009
462%
438%
396%
261%
215%
136%
2010
488%
456%
402%
271%
212%
114%
2011
512%
471%
408%
283%
208%
93%
2012
534%
483%
414%
293%
201%
71%
2013
554%
492%
417%
306%
194%
48%
2014
568%
498%
418%
319%
188%
25%
2015
579%
500%
414%
333%
182%
1%
2016
588%
500%
408%
346%
175%
1/
2017
594%
498%
399%
360%
167%
1/
2018
597%
493%
387%
374%
159%
1/
2019
598%
486%
373%
389%
150%
1/
2020
597%
476%
356%
405%
141%
1/
2021
595%
466%
339%
419%
131%
1/
2022
592%
454%
320%
431%
119%
1/
2023
588%
441%
299%
442%
106%
1/
2024
584%
428%
278%
451%
91%
1/
2025
579%
413%
255%
459%
75%
1/
2026
573%
397%
231%
467%
58%
1/
2027
566%
379%
205%
477%
40%
1/
2028
558%
361%
179%
489%
21%
1/
2029
551%
342%
152%
502%
2%
1/
2030
543%
322%
123%
516%
1/
1/
2031
534%
302%
94%
531%
1/
1/
2032
526%
281%
63%
546%
1/
1/
2033
518%
260%
32%
561%
1/
1/
2034
510%
238%
0%
574%
1/
1/
2035
503%
216%
1/
588%
1/
1/
2036
496%
194%
1/
602%
1/
1/
2037
490%
171%
1/
618%
1/
1/
2038
485%
148%
1/
633%
1/
1/
2039
480%
125%
1/
647%
1/
1/
2040
475%
101%
1/
660%
1/
1/
2041
471%
77%
1/
672%
1/
1/
2042
468%
52%
1/
683%
1/
1/
2043
464%
28%
1/
694%
1/
1/
2044
461%
3%
1/
704%
1/
1/
2045
458%
1/
1/
715%
1/
1/
2046
456%
1/
1/
726%
1/
1/
2047
453%
1/
1/
739%
1/
1/
2048
451%
1/
1/
752%
1/
1/
2049
448%
1/
1/
765%
1/
1/
2050
446%
1/
1/
777%
1/
1/
2051
444%
1/
1/
790%
1/
1/
2052
441%
1/
1/
803%
1/
1/
2053
439%
1/
1/
817%
1/
1/
2054
436%
1/
1/
830%
1/
1/
2055
433%
1/
1/
845%
1/
1/
2056
431%
1/
1/
860%
1/
1/
2057
428%
1/
1/
877%
1/
1/
2058
425%
1/
1/
895%
1/
1/
2059
422%
1/
1/
913%
1/
1/
2060
419%
1/
1/
932%
1/
1/
2061
416%
1/
1/
950%
1/
1/
2062
413%
1/
1/
969%
1/
1/
2063
410%
1/
1/
987%
1/
1/
2064
407%
1/
1/
1,004%
1/
1/
2065
405%
1/
1/
1,021%
1/
1/
2066
402%
1/
1/
1,039%
1/
1/
2067
400%
1/
1/
1,058%
1/
1/
2068
397%
1/
1/
1,078%
1/
1/
2069
395%
1/
1/
1,097%
1/
1/
2070
393%
1/
1/
1,114%
1/
1/
2071
391%
1/
1/
1,131%
1/
1/
2072
389%
1/
1/
1,148%
1/
1/
2073
387%
1/
1/
1,165%
1/
1/
2074
385%
1/
1/
1,182%
1/
1/
2075
383%
1/
1/
1,199%
1/
1/
2076
381%
1/
1/
1,216%
1/
1/
2077
379%
1/
1/
1,234%
1/
1/
2078
377%
1/
1/
1,252%
1/
1/
2079
375%
1/
1/
1,270%
1/
1/
2080
372%
1/
1/
1,289%
1/
1/
1/ The trust fund is estimated to be exhausted by the beginning of this year.

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