2023 OASDI Trustees Report

The following tables present the plot points for Figure IV.A1 — OASI and DI Trust Fund Ratios (assets as a percentage of annual expenditures) on a calendar year basis for the historical period (2011-2022) and the projection period (2023-2033), under all three sets of assumptions.

 

Historical trust fund ratios

Calendar year	OASI	DI
2011	402%	136%
2012	391%	110%
2013	384%	86%
2014	374%	62%
2015	364%	41%
2016	358%	22%
2017	347%	32%
2018	330%	49%
2019	307%	66%
2020	292%	64%
2021	281%	68%
2022	251%	68%

 

Projected trust fund ratios

Calendar year	OASI			DI
	I	II	III	I	II	III
2023	220%	220%	219%	78%	77%	77%
2024	200%	199%	196%	95%	91%	86%
2025	180%	176%	169%	112%	99%	85%
2026	162%	154%	143%	132%	107%	83%
2027	146%	133%	118%	157%	116%	80%
2028	131%	112%	93%	189%	126%	76%
2029	117%	91%	67%	227%	138%	72%
2030	104%	70%	40%	271%	151%	67%
2031	92%	49%	13%	320%	166%	61%
2032	80%	28%	-15%	372%	180%	54%
2033	69%	7%	-44%	425%	194%	45%

RETURN TO TRUSTEES REPORT.