Proposed Provision: Invest up to 25 percent of OASDI Trust Fund reserves in equities (phased in 2016-2025), assuming an ultimate 6.4 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 | 271 |
| 2018 | 257 | 258 |
| 2019 | 244 | 246 |
| 2020 | 231 | 234 |
| 2021 | 218 | 221 |
| 2022 | 204 | 209 |
| 2023 | 189 | 195 |
| 2024 | 173 | 182 |
| 2025 | 158 | 167 |
| 2026 | 142 | 153 |
| 2027 | 125 | 137 |
| 2028 | 108 | 121 |
| 2029 | 90 | 104 |
| 2030 | 71 | 87 |
| 2031 | 52 | 68 |
| 2032 | 31 | 48 |
| 2033 | 11 | 28 |
| 2034 | -11 | 7 |
| 2035 | -32 | -15 |
| 2036 | -55 | -37 |
| 2037 | -78 | -60 |
| 2038 | -101 | -84 |
| 2039 | -124 | -108 |
| 2040 | -148 | -132 |
| 2041 | -172 | -157 |
| 2042 | -196 | -183 |
| 2043 | -220 | -208 |
| 2044 | -245 | -234 |
| 2045 | -269 | -261 |
| 2046 | -294 | -288 |
| 2047 | -319 | -316 |
| 2048 | -345 | -344 |
| 2049 | -371 | -373 |
| 2050 | -397 | -402 |
| 2051 | -423 | -432 |
| 2052 | -449 | -462 |
| 2053 | -476 | -493 |
| 2054 | -502 | -524 |
| 2055 | -530 | -556 |
| 2056 | -557 | -588 |
| 2057 | -585 | -622 |
| 2058 | -613 | -656 |
| 2059 | -642 | -691 |
| 2060 | -671 | -727 |
| 2061 | -701 | -764 |
| 2062 | -732 | -802 |
| 2063 | -763 | -840 |
| 2064 | -794 | -880 |
| 2065 | -826 | -921 |
| 2066 | -859 | -962 |
| 2067 | -892 | -1004 |
| 2068 | -925 | -1048 |
| 2069 | -959 | -1092 |
| 2070 | -993 | -1137 |
| 2071 | -1028 | -1184 |
| 2072 | -1064 | -1232 |
| 2073 | -1101 | -1281 |
| 2074 | -1139 | -1332 |
| 2075 | -1178 | -1385 |
| 2076 | -1217 | -1439 |
| 2077 | -1258 | -1495 |
| 2078 | -1299 | -1552 |
| 2079 | -1340 | -1610 |
| 2080 | -1382 | -1669 |
| 2081 | -1424 | -1729 |
| 2082 | -1466 | -1789 |
| 2083 | -1508 | -1851 |
| 2084 | -1550 | -1912 |
| 2085 | -1592 | -1975 |
| 2086 | -1635 | -2039 |
| 2087 | -1678 | -2104 |
| 2088 | -1722 | -2170 |
back