Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2023-2032), assuming an ultimate 5.8 percent annual real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2022230230
2023211211
2024194194
2025177177
2026160160
2027143144
2028126127
2029109111
20309194
20317477
20325760
20333943
20342125
203537
2036-16-12
2037-35-31
2038-54-51
2039-74-71
2040-95-92
2041-116-113
2042-137-135
2043-158-157
2044-180-179
2045-202-202
2046-224-225
2047-246-249
2048-268-272
2049-291-296
2050-313-321
2051-336-345
2052-359-370
2053-383-396
2054-406-421
2055-430-447
2056-453-473
2057-477-499
2058-501-526
2059-525-553
2060-550-581
2061-575-609
2062-601-638
2063-627-668
2064-654-698
2065-681-729
2066-708-761
2067-736-793
2068-764-825
2069-792-858
2070-821-892
2071-850-926
2072-880-961
2073-910-996
2074-940-1032
2075-971-1069
2076-1003-1107
2077-1036-1146
2078-1069-1186
2079-1104-1228
2080-1139-1271
2081-1175-1314
2082-1212-1359
2083-1249-1405
2084-1286-1451
2085-1324-1498
2086-1363-1547
2087-1402-1596
2088-1442-1645
2089-1481-1695
2090-1520-1745
2091-1558-1794
2092-1595-1843
2093-1632-1891
2094-1668-1939
2095-1703-1986
2096-1738-2033
2097-1773-2080
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