Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2026-2035), 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 |
2025 | 169 | 169 |
2026 | 149 | 149 |
2027 | 131 | 131 |
2028 | 113 | 113 |
2029 | 95 | 96 |
2030 | 78 | 79 |
2031 | 60 | 61 |
2032 | 43 | 44 |
2033 | 26 | 27 |
2034 | 9 | 10 |
2035 | -9 | -8 |
2036 | -27 | -25 |
2037 | -45 | -44 |
2038 | -63 | -63 |
2039 | -83 | -82 |
2040 | -102 | -102 |
2041 | -122 | -123 |
2042 | -143 | -144 |
2043 | -164 | -166 |
2044 | -185 | -188 |
2045 | -206 | -210 |
2046 | -228 | -233 |
2047 | -250 | -257 |
2048 | -272 | -280 |
2049 | -295 | -304 |
2050 | -317 | -328 |
2051 | -340 | -353 |
2052 | -363 | -378 |
2053 | -386 | -403 |
2054 | -409 | -428 |
2055 | -433 | -454 |
2056 | -457 | -481 |
2057 | -481 | -507 |
2058 | -505 | -534 |
2059 | -530 | -562 |
2060 | -556 | -591 |
2061 | -582 | -621 |
2062 | -609 | -651 |
2063 | -636 | -682 |
2064 | -664 | -713 |
2065 | -692 | -746 |
2066 | -721 | -779 |
2067 | -750 | -812 |
2068 | -780 | -846 |
2069 | -810 | -881 |
2070 | -840 | -916 |
2071 | -871 | -952 |
2072 | -903 | -989 |
2073 | -935 | -1027 |
2074 | -967 | -1065 |
2075 | -1000 | -1105 |
2076 | -1035 | -1146 |
2077 | -1070 | -1187 |
2078 | -1106 | -1230 |
2079 | -1142 | -1275 |
2080 | -1180 | -1320 |
2081 | -1219 | -1367 |
2082 | -1258 | -1414 |
2083 | -1298 | -1463 |
2084 | -1338 | -1513 |
2085 | -1380 | -1565 |
2086 | -1423 | -1617 |
2087 | -1466 | -1671 |
2088 | -1510 | -1726 |
2089 | -1554 | -1782 |
2090 | -1599 | -1838 |
2091 | -1643 | -1895 |
2092 | -1687 | -1951 |
2093 | -1731 | -2007 |
2094 | -1774 | -2064 |
2095 | -1816 | -2119 |
2096 | -1858 | -2175 |
2097 | -1900 | -2231 |
2098 | -1941 | -2286 |
2099 | -1982 | -2341 |
2100 | -2022 | -2396 |
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