Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2033), 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 |
| 2023 | 204 | 204 |
| 2024 | 187 | 187 |
| 2025 | 168 | 168 |
| 2026 | 149 | 150 |
| 2027 | 131 | 132 |
| 2028 | 114 | 115 |
| 2029 | 96 | 97 |
| 2030 | 78 | 80 |
| 2031 | 60 | 62 |
| 2032 | 43 | 45 |
| 2033 | 25 | 27 |
| 2034 | 7 | 9 |
| 2035 | -12 | -9 |
| 2036 | -31 | -29 |
| 2037 | -51 | -48 |
| 2038 | -70 | -68 |
| 2039 | -91 | -89 |
| 2040 | -112 | -111 |
| 2041 | -133 | -132 |
| 2042 | -154 | -155 |
| 2043 | -176 | -177 |
| 2044 | -198 | -200 |
| 2045 | -220 | -223 |
| 2046 | -243 | -247 |
| 2047 | -265 | -271 |
| 2048 | -288 | -295 |
| 2049 | -311 | -319 |
| 2050 | -333 | -344 |
| 2051 | -357 | -369 |
| 2052 | -380 | -394 |
| 2053 | -403 | -420 |
| 2054 | -427 | -445 |
| 2055 | -450 | -471 |
| 2056 | -474 | -498 |
| 2057 | -498 | -524 |
| 2058 | -522 | -551 |
| 2059 | -547 | -579 |
| 2060 | -572 | -607 |
| 2061 | -597 | -636 |
| 2062 | -623 | -666 |
| 2063 | -650 | -696 |
| 2064 | -677 | -727 |
| 2065 | -705 | -759 |
| 2066 | -733 | -791 |
| 2067 | -762 | -824 |
| 2068 | -791 | -858 |
| 2069 | -820 | -892 |
| 2070 | -850 | -927 |
| 2071 | -880 | -962 |
| 2072 | -911 | -999 |
| 2073 | -942 | -1036 |
| 2074 | -974 | -1073 |
| 2075 | -1006 | -1112 |
| 2076 | -1039 | -1151 |
| 2077 | -1074 | -1192 |
| 2078 | -1108 | -1234 |
| 2079 | -1144 | -1277 |
| 2080 | -1181 | -1322 |
| 2081 | -1218 | -1367 |
| 2082 | -1256 | -1414 |
| 2083 | -1294 | -1461 |
| 2084 | -1333 | -1509 |
| 2085 | -1373 | -1558 |
| 2086 | -1413 | -1608 |
| 2087 | -1453 | -1659 |
| 2088 | -1494 | -1710 |
| 2089 | -1534 | -1761 |
| 2090 | -1574 | -1813 |
| 2091 | -1613 | -1863 |
| 2092 | -1651 | -1914 |
| 2093 | -1689 | -1964 |
| 2094 | -1726 | -2013 |
| 2095 | -1762 | -2062 |
| 2096 | -1798 | -2110 |
| 2097 | -1833 | -2158 |
| 2098 | -1868 | -2206 |
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