Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 3 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2005 | 320 | 320 |
| 2006 | 337 | 337 |
| 2007 | 355 | 355 |
| 2008 | 370 | 370 |
| 2009 | 383 | 383 |
| 2010 | 394 | 394 |
| 2011 | 404 | 404 |
| 2012 | 410 | 410 |
| 2013 | 415 | 415 |
| 2014 | 417 | 417 |
| 2015 | 418 | 418 |
| 2016 | 416 | 416 |
| 2017 | 412 | 412 |
| 2018 | 407 | 407 |
| 2019 | 401 | 401 |
| 2020 | 393 | 393 |
| 2021 | 383 | 383 |
| 2022 | 372 | 372 |
| 2023 | 360 | 360 |
| 2024 | 346 | 346 |
| 2025 | 332 | 332 |
| 2026 | 316 | 316 |
| 2027 | 299 | 299 |
| 2028 | 282 | 282 |
| 2029 | 264 | 264 |
| 2030 | 245 | 245 |
| 2031 | 225 | 225 |
| 2032 | 205 | 205 |
| 2033 | 185 | 185 |
| 2034 | 164 | 164 |
| 2035 | 143 | 143 |
| 2036 | 121 | 121 |
| 2037 | 99 | 99 |
| 2038 | 77 | 77 |
| 2039 | 54 | 54 |
| 2040 | 31 | 31 |
| 2041 | 7 | 7 |
| 2042 | -17 | -17 |
| 2043 | -41 | -41 |
| 2044 | -66 | -66 |
| 2045 | -91 | -91 |
| 2046 | -117 | -117 |
| 2047 | -143 | -143 |
| 2048 | -169 | -169 |
| 2049 | -196 | -196 |
| 2050 | -223 | -223 |
| 2051 | -251 | -251 |
| 2052 | -279 | -279 |
| 2053 | -308 | -308 |
| 2054 | -337 | -337 |
| 2055 | -367 | -367 |
| 2056 | -397 | -397 |
| 2057 | -428 | -428 |
| 2058 | -460 | -460 |
| 2059 | -492 | -492 |
| 2060 | -525 | -525 |
| 2061 | -558 | -558 |
| 2062 | -592 | -592 |
| 2063 | -626 | -626 |
| 2064 | -661 | -661 |
| 2065 | -697 | -697 |
| 2066 | -734 | -734 |
| 2067 | -772 | -772 |
| 2068 | -810 | -810 |
| 2069 | -849 | -849 |
| 2070 | -889 | -889 |
| 2071 | -930 | -930 |
| 2072 | -971 | -971 |
| 2073 | -1014 | -1014 |
| 2074 | -1057 | -1057 |
| 2075 | -1101 | -1101 |
| 2076 | -1146 | -1146 |
| 2077 | -1192 | -1192 |
| 2078 | -1238 | -1238 |
| 2079 | -1286 | -1286 |
| 2080 | -1334 | -1334 |
| 2081 | -1383 | -1383 |
| 2082 | -1433 | -1433 |
| 2083 | -1484 | -1484 |
| 2084 | -1536 | -1536 |
| 2085 | -1589 | -1589 |
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