Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2021-2035), assuming an ultimate 4.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2020 | 261 | 261 |
| 2021 | 248 | 248 |
| 2022 | 233 | 233 |
| 2023 | 217 | 217 |
| 2024 | 200 | 201 |
| 2025 | 183 | 185 |
| 2026 | 165 | 168 |
| 2027 | 148 | 152 |
| 2028 | 130 | 135 |
| 2029 | 112 | 118 |
| 2030 | 94 | 101 |
| 2031 | 76 | 83 |
| 2032 | 58 | 66 |
| 2033 | 39 | 48 |
| 2034 | 20 | 29 |
| 2035 | 1 | 10 |
| 2036 | -19 | -9 |
| 2037 | -38 | -29 |
| 2038 | -59 | -50 |
| 2039 | -80 | -71 |
| 2040 | -101 | -93 |
| 2041 | -122 | -115 |
| 2042 | -144 | -138 |
| 2043 | -166 | -162 |
| 2044 | -188 | -185 |
| 2045 | -210 | -209 |
| 2046 | -232 | -234 |
| 2047 | -255 | -259 |
| 2048 | -277 | -284 |
| 2049 | -299 | -309 |
| 2050 | -322 | -334 |
| 2051 | -344 | -360 |
| 2052 | -367 | -387 |
| 2053 | -389 | -413 |
| 2054 | -412 | -440 |
| 2055 | -434 | -467 |
| 2056 | -457 | -495 |
| 2057 | -480 | -523 |
| 2058 | -504 | -552 |
| 2059 | -527 | -581 |
| 2060 | -551 | -611 |
| 2061 | -575 | -641 |
| 2062 | -599 | -672 |
| 2063 | -624 | -704 |
| 2064 | -650 | -737 |
| 2065 | -676 | -771 |
| 2066 | -702 | -805 |
| 2067 | -728 | -840 |
| 2068 | -755 | -875 |
| 2069 | -782 | -912 |
| 2070 | -809 | -949 |
| 2071 | -837 | -987 |
| 2072 | -866 | -1026 |
| 2073 | -895 | -1066 |
| 2074 | -925 | -1107 |
| 2075 | -955 | -1150 |
| 2076 | -986 | -1193 |
| 2077 | -1018 | -1238 |
| 2078 | -1051 | -1285 |
| 2079 | -1084 | -1333 |
| 2080 | -1119 | -1383 |
| 2081 | -1154 | -1434 |
| 2082 | -1190 | -1486 |
| 2083 | -1226 | -1540 |
| 2084 | -1263 | -1595 |
| 2085 | -1300 | -1651 |
| 2086 | -1337 | -1708 |
| 2087 | -1374 | -1766 |
| 2088 | -1411 | -1824 |
| 2089 | -1448 | -1882 |
| 2090 | -1484 | -1940 |
| 2091 | -1520 | -1998 |
| 2092 | -1554 | -2056 |
| 2093 | -1589 | -2114 |
| 2094 | -1623 | -2172 |
| 2095 | -1657 | -2230 |
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