Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 5.5 percent real rate of return on equities
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2005 | 320 | 320 |
| 2006 | 337 | 337 |
| 2007 | 355 | 355 |
| 2008 | 370 | 371 |
| 2009 | 383 | 384 |
| 2010 | 394 | 397 |
| 2011 | 404 | 407 |
| 2012 | 410 | 416 |
| 2013 | 415 | 422 |
| 2014 | 417 | 427 |
| 2015 | 418 | 430 |
| 2016 | 416 | 431 |
| 2017 | 412 | 430 |
| 2018 | 407 | 428 |
| 2019 | 401 | 425 |
| 2020 | 393 | 420 |
| 2021 | 383 | 414 |
| 2022 | 372 | 407 |
| 2023 | 360 | 399 |
| 2024 | 346 | 389 |
| 2025 | 332 | 378 |
| 2026 | 316 | 365 |
| 2027 | 299 | 352 |
| 2028 | 282 | 338 |
| 2029 | 264 | 324 |
| 2030 | 245 | 308 |
| 2031 | 225 | 292 |
| 2032 | 205 | 275 |
| 2033 | 185 | 258 |
| 2034 | 164 | 240 |
| 2035 | 143 | 222 |
| 2036 | 121 | 204 |
| 2037 | 99 | 184 |
| 2038 | 77 | 165 |
| 2039 | 54 | 145 |
| 2040 | 31 | 124 |
| 2041 | 7 | 103 |
| 2042 | -17 | 82 |
| 2043 | -41 | 60 |
| 2044 | -66 | 37 |
| 2045 | -91 | 14 |
| 2046 | -117 | -10 |
| 2047 | -143 | -35 |
| 2048 | -169 | -60 |
| 2049 | -196 | -86 |
| 2050 | -223 | -113 |
| 2051 | -251 | -140 |
| 2052 | -279 | -168 |
| 2053 | -308 | -197 |
| 2054 | -337 | -227 |
| 2055 | -367 | -257 |
| 2056 | -397 | -288 |
| 2057 | -428 | -321 |
| 2058 | -460 | -354 |
| 2059 | -492 | -388 |
| 2060 | -525 | -424 |
| 2061 | -558 | -460 |
| 2062 | -592 | -497 |
| 2063 | -626 | -535 |
| 2064 | -661 | -574 |
| 2065 | -697 | -615 |
| 2066 | -734 | -657 |
| 2067 | -772 | -700 |
| 2068 | -810 | -744 |
| 2069 | -849 | -789 |
| 2070 | -889 | -836 |
| 2071 | -930 | -885 |
| 2072 | -971 | -935 |
| 2073 | -1014 | -986 |
| 2074 | -1057 | -1039 |
| 2075 | -1101 | -1093 |
| 2076 | -1146 | -1149 |
| 2077 | -1192 | -1206 |
| 2078 | -1238 | -1265 |
| 2079 | -1286 | -1325 |
| 2080 | -1334 | -1387 |
| 2081 | -1383 | -1451 |
| 2082 | -1433 | -1516 |
| 2083 | -1484 | -1583 |
| 2084 | -1536 | -1652 |
| 2085 | -1589 | -1723 |
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