Proposed Provision: Invest 15 percent of the Trust Fund in equities (phased in 2015-2024), assuming an ultimate 6.4 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2014 | 320 | 320 |
| 2015 | 306 | 306 |
| 2016 | 292 | 292 |
| 2017 | 277 | 278 |
| 2018 | 262 | 263 |
| 2019 | 248 | 249 |
| 2020 | 233 | 235 |
| 2021 | 219 | 222 |
| 2022 | 203 | 208 |
| 2023 | 187 | 193 |
| 2024 | 171 | 178 |
| 2025 | 154 | 162 |
| 2026 | 137 | 145 |
| 2027 | 119 | 129 |
| 2028 | 101 | 111 |
| 2029 | 83 | 93 |
| 2030 | 64 | 74 |
| 2031 | 44 | 55 |
| 2032 | 23 | 35 |
| 2033 | 2 | 14 |
| 2034 | -20 | -8 |
| 2035 | -42 | -30 |
| 2036 | -65 | -53 |
| 2037 | -88 | -77 |
| 2038 | -112 | -101 |
| 2039 | -136 | -125 |
| 2040 | -160 | -150 |
| 2041 | -185 | -175 |
| 2042 | -210 | -201 |
| 2043 | -235 | -227 |
| 2044 | -260 | -253 |
| 2045 | -285 | -279 |
| 2046 | -310 | -306 |
| 2047 | -336 | -333 |
| 2048 | -362 | -361 |
| 2049 | -388 | -389 |
| 2050 | -415 | -418 |
| 2051 | -442 | -447 |
| 2052 | -468 | -476 |
| 2053 | -495 | -506 |
| 2054 | -523 | -536 |
| 2055 | -550 | -566 |
| 2056 | -578 | -597 |
| 2057 | -606 | -629 |
| 2058 | -635 | -661 |
| 2059 | -664 | -694 |
| 2060 | -694 | -728 |
| 2061 | -725 | -763 |
| 2062 | -756 | -798 |
| 2063 | -787 | -834 |
| 2064 | -819 | -871 |
| 2065 | -852 | -909 |
| 2066 | -885 | -947 |
| 2067 | -918 | -986 |
| 2068 | -952 | -1026 |
| 2069 | -987 | -1066 |
| 2070 | -1022 | -1108 |
| 2071 | -1057 | -1150 |
| 2072 | -1094 | -1194 |
| 2073 | -1132 | -1239 |
| 2074 | -1171 | -1286 |
| 2075 | -1210 | -1334 |
| 2076 | -1251 | -1383 |
| 2077 | -1293 | -1433 |
| 2078 | -1335 | -1485 |
| 2079 | -1378 | -1537 |
| 2080 | -1421 | -1590 |
| 2081 | -1464 | -1644 |
| 2082 | -1507 | -1697 |
| 2083 | -1550 | -1752 |
| 2084 | -1593 | -1806 |
| 2085 | -1636 | -1861 |
| 2086 | -1680 | -1917 |
| 2087 | -1724 | -1973 |
| 2088 | -1769 | -2031 |
| 2089 | -1814 | -2089 |
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