Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2022-2031), assuming an ultimate 5.8 percent annual real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2021253253
2022231231
2023214214
2024196196
2025178179
2026159161
2027141143
2028122125
2029104107
20308588
20316670
20324651
20332732
2034712
2035-13-8
2036-33-29
2037-54-50
2038-76-71
2039-97-93
2040-119-116
2041-142-139
2042-165-163
2043-188-187
2044-211-211
2045-235-236
2046-258-260
2047-282-286
2048-306-311
2049-330-337
2050-354-363
2051-378-389
2052-403-416
2053-427-443
2054-452-470
2055-477-497
2056-502-525
2057-527-553
2058-552-581
2059-578-610
2060-604-639
2061-630-669
2062-657-699
2063-684-730
2064-712-762
2065-740-794
2066-768-827
2067-796-860
2068-825-894
2069-855-928
2070-884-963
2071-914-998
2072-945-1035
2073-976-1071
2074-1007-1108
2075-1039-1147
2076-1071-1186
2077-1105-1226
2078-1139-1268
2079-1175-1311
2080-1211-1356
2081-1248-1401
2082-1286-1447
2083-1324-1495
2084-1363-1543
2085-1403-1592
2086-1443-1643
2087-1483-1694
2088-1524-1745
2089-1564-1797
2090-1604-1849
2091-1643-1899
2092-1681-1949
2093-1718-1998
2094-1754-2046
2095-1789-2095
2096-1825-2143
back