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
2025169169
2026149149
2027131131
2028113113
20299596
20307879
20316061
20324344
20332627
2034910
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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