Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2013-2027), assuming an ultimate 6.4 percent real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2012 | 340 | 340 |
| 2013 | 329 | 329 |
| 2014 | 315 | 316 |
| 2015 | 302 | 303 |
| 2016 | 290 | 291 |
| 2017 | 277 | 280 |
| 2018 | 265 | 270 |
| 2019 | 253 | 259 |
| 2020 | 240 | 248 |
| 2021 | 227 | 237 |
| 2022 | 212 | 225 |
| 2023 | 197 | 212 |
| 2024 | 181 | 198 |
| 2025 | 164 | 183 |
| 2026 | 147 | 168 |
| 2027 | 129 | 152 |
| 2028 | 110 | 135 |
| 2029 | 90 | 117 |
| 2030 | 70 | 98 |
| 2031 | 49 | 78 |
| 2032 | 27 | 58 |
| 2033 | 5 | 36 |
| 2034 | -18 | 14 |
| 2035 | -41 | -9 |
| 2036 | -65 | -32 |
| 2037 | -89 | -57 |
| 2038 | -114 | -82 |
| 2039 | -138 | -107 |
| 2040 | -163 | -134 |
| 2041 | -189 | -161 |
| 2042 | -215 | -188 |
| 2043 | -240 | -216 |
| 2044 | -266 | -245 |
| 2045 | -292 | -274 |
| 2046 | -319 | -304 |
| 2047 | -346 | -335 |
| 2048 | -373 | -367 |
| 2049 | -400 | -400 |
| 2050 | -428 | -433 |
| 2051 | -456 | -467 |
| 2052 | -484 | -502 |
| 2053 | -512 | -537 |
| 2054 | -540 | -573 |
| 2055 | -569 | -610 |
| 2056 | -598 | -648 |
| 2057 | -628 | -688 |
| 2058 | -657 | -728 |
| 2059 | -688 | -770 |
| 2060 | -719 | -812 |
| 2061 | -750 | -856 |
| 2062 | -782 | -901 |
| 2063 | -814 | -948 |
| 2064 | -847 | -995 |
| 2065 | -880 | -1044 |
| 2066 | -913 | -1093 |
| 2067 | -946 | -1144 |
| 2068 | -980 | -1196 |
| 2069 | -1014 | -1249 |
| 2070 | -1049 | -1304 |
| 2071 | -1084 | -1360 |
| 2072 | -1120 | -1418 |
| 2073 | -1156 | -1477 |
| 2074 | -1193 | -1538 |
| 2075 | -1230 | -1601 |
| 2076 | -1268 | -1666 |
| 2077 | -1307 | -1732 |
| 2078 | -1346 | -1800 |
| 2079 | -1385 | -1869 |
| 2080 | -1425 | -1940 |
| 2081 | -1465 | -2013 |
| 2082 | -1505 | -2088 |
| 2083 | -1547 | -2164 |
| 2084 | -1588 | -2243 |
| 2085 | -1631 | -2324 |
| 2086 | -1673 | -2406 |
| 2087 | -1717 | -2491 |
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