Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 6.5 percent real rate of return on equities
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 | 371 |
| 2009 | 383 | 384 |
| 2010 | 394 | 397 |
| 2011 | 404 | 409 |
| 2012 | 410 | 417 |
| 2013 | 415 | 425 |
| 2014 | 417 | 430 |
| 2015 | 418 | 434 |
| 2016 | 416 | 436 |
| 2017 | 412 | 437 |
| 2018 | 407 | 436 |
| 2019 | 401 | 434 |
| 2020 | 393 | 431 |
| 2021 | 383 | 427 |
| 2022 | 372 | 421 |
| 2023 | 360 | 414 |
| 2024 | 346 | 406 |
| 2025 | 332 | 397 |
| 2026 | 316 | 386 |
| 2027 | 299 | 375 |
| 2028 | 282 | 362 |
| 2029 | 264 | 349 |
| 2030 | 245 | 336 |
| 2031 | 225 | 321 |
| 2032 | 205 | 306 |
| 2033 | 185 | 290 |
| 2034 | 164 | 275 |
| 2035 | 143 | 258 |
| 2036 | 121 | 241 |
| 2037 | 99 | 224 |
| 2038 | 77 | 206 |
| 2039 | 54 | 188 |
| 2040 | 31 | 169 |
| 2041 | 7 | 150 |
| 2042 | -17 | 130 |
| 2043 | -41 | 110 |
| 2044 | -66 | 89 |
| 2045 | -91 | 67 |
| 2046 | -117 | 45 |
| 2047 | -143 | 22 |
| 2048 | -169 | -2 |
| 2049 | -196 | -27 |
| 2050 | -223 | -52 |
| 2051 | -251 | -78 |
| 2052 | -279 | -105 |
| 2053 | -308 | -133 |
| 2054 | -337 | -161 |
| 2055 | -367 | -191 |
| 2056 | -397 | -222 |
| 2057 | -428 | -253 |
| 2058 | -460 | -286 |
| 2059 | -492 | -320 |
| 2060 | -525 | -355 |
| 2061 | -558 | -391 |
| 2062 | -592 | -428 |
| 2063 | -626 | -466 |
| 2064 | -661 | -506 |
| 2065 | -697 | -547 |
| 2066 | -734 | -589 |
| 2067 | -772 | -633 |
| 2068 | -810 | -678 |
| 2069 | -849 | -725 |
| 2070 | -889 | -773 |
| 2071 | -930 | -823 |
| 2072 | -971 | -875 |
| 2073 | -1014 | -928 |
| 2074 | -1057 | -983 |
| 2075 | -1101 | -1040 |
| 2076 | -1146 | -1099 |
| 2077 | -1192 | -1159 |
| 2078 | -1238 | -1221 |
| 2079 | -1286 | -1285 |
| 2080 | -1334 | -1351 |
| 2081 | -1383 | -1420 |
| 2082 | -1433 | -1490 |
| 2083 | -1484 | -1562 |
| 2084 | -1536 | -1637 |
| 2085 | -1589 | -1714 |
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