Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2027-2036), 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 |
| 2026 | 151 | 151 |
| 2027 | 131 | 131 |
| 2028 | 111 | 111 |
| 2029 | 92 | 92 |
| 2030 | 74 | 75 |
| 2031 | 57 | 57 |
| 2032 | 40 | 41 |
| 2033 | 23 | 24 |
| 2034 | 7 | 8 |
| 2035 | -9 | -8 |
| 2036 | -25 | -24 |
| 2037 | -41 | -41 |
| 2038 | -58 | -58 |
| 2039 | -76 | -76 |
| 2040 | -94 | -94 |
| 2041 | -112 | -113 |
| 2042 | -132 | -133 |
| 2043 | -151 | -153 |
| 2044 | -171 | -174 |
| 2045 | -192 | -196 |
| 2046 | -213 | -218 |
| 2047 | -234 | -241 |
| 2048 | -256 | -264 |
| 2049 | -279 | -288 |
| 2050 | -301 | -312 |
| 2051 | -324 | -337 |
| 2052 | -347 | -362 |
| 2053 | -371 | -387 |
| 2054 | -395 | -414 |
| 2055 | -420 | -440 |
| 2056 | -445 | -468 |
| 2057 | -470 | -495 |
| 2058 | -496 | -524 |
| 2059 | -522 | -553 |
| 2060 | -550 | -584 |
| 2061 | -578 | -615 |
| 2062 | -607 | -647 |
| 2063 | -636 | -680 |
| 2064 | -666 | -714 |
| 2065 | -697 | -749 |
| 2066 | -729 | -785 |
| 2067 | -761 | -821 |
| 2068 | -794 | -859 |
| 2069 | -827 | -897 |
| 2070 | -861 | -936 |
| 2071 | -896 | -976 |
| 2072 | -931 | -1017 |
| 2073 | -967 | -1059 |
| 2074 | -1004 | -1102 |
| 2075 | -1042 | -1146 |
| 2076 | -1081 | -1192 |
| 2077 | -1121 | -1239 |
| 2078 | -1162 | -1287 |
| 2079 | -1204 | -1337 |
| 2080 | -1248 | -1389 |
| 2081 | -1292 | -1442 |
| 2082 | -1337 | -1496 |
| 2083 | -1384 | -1551 |
| 2084 | -1431 | -1609 |
| 2085 | -1480 | -1668 |
| 2086 | -1530 | -1728 |
| 2087 | -1581 | -1791 |
| 2088 | -1633 | -1855 |
| 2089 | -1686 | -1920 |
| 2090 | -1740 | -1987 |
| 2091 | -1795 | -2055 |
| 2092 | -1850 | -2125 |
| 2093 | -1906 | -2195 |
| 2094 | -1962 | -2266 |
| 2095 | -2019 | -2338 |
| 2096 | -2075 | -2411 |
| 2097 | -2132 | -2484 |
| 2098 | -2189 | -2558 |
| 2099 | -2246 | -2632 |
| 2100 | -2303 | -2707 |
| 2101 | -2359 | -2782 |
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