Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2014-2028), 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 |
| 2013 | 330 | 330 |
| 2014 | 315 | 315 |
| 2015 | 301 | 301 |
| 2016 | 286 | 286 |
| 2017 | 271 | 273 |
| 2018 | 257 | 260 |
| 2019 | 244 | 249 |
| 2020 | 231 | 237 |
| 2021 | 218 | 226 |
| 2022 | 204 | 214 |
| 2023 | 189 | 201 |
| 2024 | 173 | 188 |
| 2025 | 158 | 174 |
| 2026 | 142 | 160 |
| 2027 | 125 | 145 |
| 2028 | 108 | 130 |
| 2029 | 90 | 113 |
| 2030 | 71 | 96 |
| 2031 | 52 | 78 |
| 2032 | 31 | 59 |
| 2033 | 11 | 39 |
| 2034 | -11 | 18 |
| 2035 | -32 | -3 |
| 2036 | -55 | -25 |
| 2037 | -78 | -48 |
| 2038 | -101 | -72 |
| 2039 | -124 | -96 |
| 2040 | -148 | -121 |
| 2041 | -172 | -146 |
| 2042 | -196 | -172 |
| 2043 | -220 | -199 |
| 2044 | -245 | -226 |
| 2045 | -269 | -253 |
| 2046 | -294 | -282 |
| 2047 | -319 | -311 |
| 2048 | -345 | -340 |
| 2049 | -371 | -371 |
| 2050 | -397 | -402 |
| 2051 | -423 | -434 |
| 2052 | -449 | -466 |
| 2053 | -476 | -500 |
| 2054 | -502 | -534 |
| 2055 | -530 | -569 |
| 2056 | -557 | -604 |
| 2057 | -585 | -641 |
| 2058 | -613 | -679 |
| 2059 | -642 | -718 |
| 2060 | -671 | -758 |
| 2061 | -701 | -800 |
| 2062 | -732 | -843 |
| 2063 | -763 | -886 |
| 2064 | -794 | -932 |
| 2065 | -826 | -978 |
| 2066 | -859 | -1026 |
| 2067 | -892 | -1075 |
| 2068 | -925 | -1125 |
| 2069 | -959 | -1176 |
| 2070 | -993 | -1229 |
| 2071 | -1028 | -1284 |
| 2072 | -1064 | -1341 |
| 2073 | -1101 | -1400 |
| 2074 | -1139 | -1460 |
| 2075 | -1178 | -1523 |
| 2076 | -1217 | -1588 |
| 2077 | -1258 | -1655 |
| 2078 | -1299 | -1725 |
| 2079 | -1340 | -1795 |
| 2080 | -1382 | -1868 |
| 2081 | -1424 | -1941 |
| 2082 | -1466 | -2016 |
| 2083 | -1508 | -2092 |
| 2084 | -1550 | -2170 |
| 2085 | -1592 | -2249 |
| 2086 | -1635 | -2329 |
| 2087 | -1678 | -2412 |
| 2088 | -1722 | -2497 |
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