2018 OASDI Trustees Report

The following tables present the plot points for Figure IV.A1 — OASI and DI Trust Fund Ratios (assets as a percentage of annual expenditures) on a calendar year basis for the historical period (2007-2017) and the projection period (2018-2027), under all three sets of assumptions.

 

Historical trust fund ratios

Calendar year	OASI	DI
2007	372%	206%
2008	392%	197%
2009	390%	178%
2010	400%	159%
2011	402%	136%
2012	391%	110%
2013	384%	86%
2014	374%	62%
2015	364%	41%
2016	358%	22%
2017	347%	32%

 

Projected trust fund ratios

Calendar year	OASI			DI
	I	II	III	I	II	III
2018	331%	330%	330%	49%	48%	47%
2019	307%	308%	309%	66%	62%	59%
2020	290%	289%	288%	64%	54%	45%
2021	274%	270%	265%	65%	47%	29%
2022	260%	250%	241%	70%	41%	13%
2023	246%	231%	216%	78%	35%	-3%
2024	233%	211%	190%	89%	31%	-20%
2025	221%	192%	163%	103%	27%	-37%
2026	210%	173%	136%	118%	23%	-55%
2027	200%	154%	110%	136%	20%	-74%

RETURN TO TRUSTEES REPORT.