Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2010-2024), assuming an ultimate 2.9 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2009 | 354 | 354 |
| 2010 | 360 | 360 |
| 2011 | 366 | 366 |
| 2012 | 369 | 369 |
| 2013 | 367 | 367 |
| 2014 | 364 | 364 |
| 2015 | 359 | 359 |
| 2016 | 354 | 354 |
| 2017 | 347 | 347 |
| 2018 | 338 | 338 |
| 2019 | 327 | 327 |
| 2020 | 315 | 315 |
| 2021 | 302 | 302 |
| 2022 | 289 | 289 |
| 2023 | 275 | 275 |
| 2024 | 260 | 260 |
| 2025 | 244 | 244 |
| 2026 | 227 | 227 |
| 2027 | 209 | 209 |
| 2028 | 191 | 191 |
| 2029 | 173 | 173 |
| 2030 | 153 | 153 |
| 2031 | 133 | 133 |
| 2032 | 113 | 113 |
| 2033 | 92 | 92 |
| 2034 | 71 | 71 |
| 2035 | 50 | 50 |
| 2036 | 29 | 29 |
| 2037 | 7 | 7 |
| 2038 | -16 | -16 |
| 2039 | -38 | -38 |
| 2040 | -61 | -61 |
| 2041 | -83 | -83 |
| 2042 | -106 | -106 |
| 2043 | -129 | -129 |
| 2044 | -152 | -152 |
| 2045 | -175 | -175 |
| 2046 | -199 | -199 |
| 2047 | -222 | -222 |
| 2048 | -246 | -246 |
| 2049 | -270 | -270 |
| 2050 | -294 | -294 |
| 2051 | -318 | -318 |
| 2052 | -342 | -342 |
| 2053 | -366 | -366 |
| 2054 | -391 | -391 |
| 2055 | -415 | -415 |
| 2056 | -440 | -440 |
| 2057 | -466 | -466 |
| 2058 | -491 | -491 |
| 2059 | -517 | -517 |
| 2060 | -544 | -544 |
| 2061 | -570 | -570 |
| 2062 | -598 | -598 |
| 2063 | -625 | -625 |
| 2064 | -653 | -653 |
| 2065 | -681 | -681 |
| 2066 | -710 | -710 |
| 2067 | -739 | -739 |
| 2068 | -768 | -768 |
| 2069 | -798 | -798 |
| 2070 | -828 | -828 |
| 2071 | -859 | -859 |
| 2072 | -890 | -890 |
| 2073 | -922 | -922 |
| 2074 | -954 | -954 |
| 2075 | -987 | -987 |
| 2076 | -1020 | -1020 |
| 2077 | -1054 | -1054 |
| 2078 | -1089 | -1089 |
| 2079 | -1124 | -1124 |
| 2080 | -1159 | -1159 |
| 2081 | -1195 | -1195 |
| 2082 | -1232 | -1232 |
| 2083 | -1270 | -1270 |
| 2084 | -1308 | -1308 |
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