Proposed Provision: G6. Invest 25 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 |
| 2023 | 204 | 204 |
| 2024 | 187 | 187 |
| 2025 | 168 | 168 |
| 2026 | 149 | 149 |
| 2027 | 131 | 131 |
| 2028 | 114 | 114 |
| 2029 | 96 | 97 |
| 2030 | 78 | 79 |
| 2031 | 60 | 62 |
| 2032 | 43 | 45 |
| 2033 | 25 | 27 |
| 2034 | 7 | 9 |
| 2035 | -12 | -10 |
| 2036 | -31 | -29 |
| 2037 | -51 | -49 |
| 2038 | -70 | -69 |
| 2039 | -91 | -90 |
| 2040 | -112 | -112 |
| 2041 | -133 | -134 |
| 2042 | -154 | -157 |
| 2043 | -176 | -180 |
| 2044 | -198 | -204 |
| 2045 | -220 | -228 |
| 2046 | -243 | -252 |
| 2047 | -265 | -277 |
| 2048 | -288 | -302 |
| 2049 | -311 | -328 |
| 2050 | -333 | -354 |
| 2051 | -357 | -380 |
| 2052 | -380 | -407 |
| 2053 | -403 | -434 |
| 2054 | -427 | -461 |
| 2055 | -450 | -489 |
| 2056 | -474 | -517 |
| 2057 | -498 | -546 |
| 2058 | -522 | -575 |
| 2059 | -547 | -604 |
| 2060 | -572 | -635 |
| 2061 | -597 | -666 |
| 2062 | -623 | -698 |
| 2063 | -650 | -732 |
| 2064 | -677 | -766 |
| 2065 | -705 | -800 |
| 2066 | -733 | -836 |
| 2067 | -762 | -872 |
| 2068 | -791 | -910 |
| 2069 | -820 | -947 |
| 2070 | -850 | -986 |
| 2071 | -880 | -1026 |
| 2072 | -911 | -1066 |
| 2073 | -942 | -1107 |
| 2074 | -974 | -1150 |
| 2075 | -1006 | -1193 |
| 2076 | -1039 | -1238 |
| 2077 | -1074 | -1284 |
| 2078 | -1108 | -1331 |
| 2079 | -1144 | -1381 |
| 2080 | -1181 | -1431 |
| 2081 | -1218 | -1483 |
| 2082 | -1256 | -1536 |
| 2083 | -1294 | -1591 |
| 2084 | -1333 | -1647 |
| 2085 | -1373 | -1703 |
| 2086 | -1413 | -1762 |
| 2087 | -1453 | -1821 |
| 2088 | -1494 | -1881 |
| 2089 | -1534 | -1941 |
| 2090 | -1574 | -2002 |
| 2091 | -1613 | -2062 |
| 2092 | -1651 | -2123 |
| 2093 | -1689 | -2183 |
| 2094 | -1726 | -2242 |
| 2095 | -1762 | -2302 |
| 2096 | -1798 | -2361 |
| 2097 | -1833 | -2420 |
| 2098 | -1868 | -2479 |
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