Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2014-2028), assuming an ultimate 5.4 percent real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2013 | 330 | 330 |
| 2014 | 315 | 315 |
| 2015 | 301 | 301 |
| 2016 | 286 | 286 |
| 2017 | 271 | 272 |
| 2018 | 257 | 260 |
| 2019 | 244 | 248 |
| 2020 | 231 | 236 |
| 2021 | 218 | 224 |
| 2022 | 204 | 212 |
| 2023 | 189 | 199 |
| 2024 | 173 | 185 |
| 2025 | 158 | 171 |
| 2026 | 142 | 156 |
| 2027 | 125 | 141 |
| 2028 | 108 | 125 |
| 2029 | 90 | 108 |
| 2030 | 71 | 90 |
| 2031 | 52 | 72 |
| 2032 | 31 | 52 |
| 2033 | 11 | 32 |
| 2034 | -11 | 11 |
| 2035 | -32 | -11 |
| 2036 | -55 | -33 |
| 2037 | -78 | -56 |
| 2038 | -101 | -79 |
| 2039 | -124 | -103 |
| 2040 | -148 | -128 |
| 2041 | -172 | -153 |
| 2042 | -196 | -178 |
| 2043 | -220 | -204 |
| 2044 | -245 | -231 |
| 2045 | -269 | -258 |
| 2046 | -294 | -285 |
| 2047 | -319 | -313 |
| 2048 | -345 | -341 |
| 2049 | -371 | -371 |
| 2050 | -397 | -400 |
| 2051 | -423 | -430 |
| 2052 | -449 | -461 |
| 2053 | -476 | -492 |
| 2054 | -502 | -524 |
| 2055 | -530 | -557 |
| 2056 | -557 | -590 |
| 2057 | -585 | -624 |
| 2058 | -613 | -659 |
| 2059 | -642 | -695 |
| 2060 | -671 | -732 |
| 2061 | -701 | -770 |
| 2062 | -732 | -809 |
| 2063 | -763 | -849 |
| 2064 | -794 | -890 |
| 2065 | -826 | -931 |
| 2066 | -859 | -974 |
| 2067 | -892 | -1018 |
| 2068 | -925 | -1063 |
| 2069 | -959 | -1109 |
| 2070 | -993 | -1155 |
| 2071 | -1028 | -1204 |
| 2072 | -1064 | -1254 |
| 2073 | -1101 | -1305 |
| 2074 | -1139 | -1358 |
| 2075 | -1178 | -1413 |
| 2076 | -1217 | -1470 |
| 2077 | -1258 | -1528 |
| 2078 | -1299 | -1588 |
| 2079 | -1340 | -1649 |
| 2080 | -1382 | -1711 |
| 2081 | -1424 | -1773 |
| 2082 | -1466 | -1837 |
| 2083 | -1508 | -1901 |
| 2084 | -1550 | -1966 |
| 2085 | -1592 | -2033 |
| 2086 | -1635 | -2100 |
| 2087 | -1678 | -2169 |
| 2088 | -1722 | -2239 |
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