Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 5.4 percent real rate of return on equities
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| | |
| 2008 | 359 | 359 |
| 2009 | 369 | 369 |
| 2010 | 378 | 379 |
| 2011 | 386 | 387 |
| 2012 | 392 | 393 |
| 2013 | 394 | 397 |
| 2014 | 395 | 398 |
| 2015 | 393 | 399 |
| 2016 | 390 | 397 |
| 2017 | 385 | 394 |
| 2018 | 378 | 390 |
| 2019 | 371 | 385 |
| 2020 | 361 | 378 |
| 2021 | 351 | 371 |
| 2022 | 341 | 363 |
| 2023 | 329 | 354 |
| 2024 | 316 | 344 |
| 2025 | 302 | 334 |
| 2026 | 287 | 322 |
| 2027 | 272 | 310 |
| 2028 | 256 | 297 |
| 2029 | 239 | 283 |
| 2030 | 221 | 268 |
| 2031 | 203 | 253 |
| 2032 | 185 | 237 |
| 2033 | 166 | 221 |
| 2034 | 147 | 204 |
| 2035 | 127 | 187 |
| 2036 | 108 | 170 |
| 2037 | 88 | 153 |
| 2038 | 67 | 135 |
| 2039 | 47 | 116 |
| 2040 | 26 | 98 |
| 2041 | 6 | 79 |
| 2042 | -15 | 60 |
| 2043 | -36 | 41 |
| 2044 | -57 | 21 |
| 2045 | -78 | 1 |
| 2046 | -100 | -19 |
| 2047 | -121 | -40 |
| 2048 | -143 | -61 |
| 2049 | -165 | -82 |
| 2050 | -187 | -104 |
| 2051 | -209 | -126 |
| 2052 | -232 | -149 |
| 2053 | -254 | -172 |
| 2054 | -277 | -195 |
| 2055 | -300 | -219 |
| 2056 | -324 | -244 |
| 2057 | -347 | -270 |
| 2058 | -372 | -296 |
| 2059 | -396 | -322 |
| 2060 | -421 | -350 |
| 2061 | -447 | -378 |
| 2062 | -472 | -406 |
| 2063 | -498 | -436 |
| 2064 | -525 | -466 |
| 2065 | -552 | -497 |
| 2066 | -579 | -528 |
| 2067 | -607 | -561 |
| 2068 | -635 | -594 |
| 2069 | -664 | -628 |
| 2070 | -693 | -663 |
| 2071 | -722 | -699 |
| 2072 | -752 | -735 |
| 2073 | -782 | -773 |
| 2074 | -813 | -811 |
| 2075 | -845 | -850 |
| 2076 | -876 | -891 |
| 2077 | -909 | -932 |
| 2078 | -942 | -974 |
| 2079 | -975 | -1018 |
| 2080 | -1009 | -1062 |
| 2081 | -1044 | -1108 |
| 2082 | -1079 | -1155 |
| 2083 | -1114 | -1203 |
| 2084 | -1151 | -1252 |
| 2085 | -1188 | -1303 |
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