2021 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 (2009-2020) and the projection period (2021-2031), under all three sets of assumptions.

 

Historical trust fund ratios

Calendar year	OASI	DI
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%
2018	330%	49%
2019	307%	66%
2020	292%	64%

 

Projected trust fund ratios

Calendar year	OASI			DI
	I	II	III	I	II	III
2021	280%	280%	280%	67%	66%	66%
2022	256%	255%	255%	65%	62%	59%
2023	238%	235%	231%	73%	62%	51%
2024	220%	214%	206%	83%	63%	41%
2025	203%	193%	179%	98%	65%	31%
2026	186%	171%	153%	115%	68%	20%
2027	171%	150%	126%	137%	70%	8%
2028	155%	129%	99%	162%	73%	-5%
2029	141%	107%	72%	193%	77%	-18%
2030	126%	85%	43%	227%	81%	-32%
2031	112%	63%	15%	265%	86%	-48%

RETURN TO TRUSTEES REPORT.