Proposed Provision: Invest 40 percent of the OASDI Trust Fund in equities (phased in 2016-2030), assuming an ultimate 5.4 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2015 | 308 | 308 |
| 2016 | 298 | 298 |
| 2017 | 280 | 280 |
| 2018 | 264 | 265 |
| 2019 | 248 | 250 |
| 2020 | 233 | 236 |
| 2021 | 219 | 222 |
| 2022 | 204 | 209 |
| 2023 | 189 | 195 |
| 2024 | 173 | 181 |
| 2025 | 157 | 167 |
| 2026 | 142 | 153 |
| 2027 | 126 | 138 |
| 2028 | 110 | 124 |
| 2029 | 94 | 108 |
| 2030 | 77 | 93 |
| 2031 | 60 | 76 |
| 2032 | 42 | 59 |
| 2033 | 23 | 41 |
| 2034 | 4 | 22 |
| 2035 | -16 | 2 |
| 2036 | -36 | -18 |
| 2037 | -57 | -39 |
| 2038 | -78 | -60 |
| 2039 | -100 | -82 |
| 2040 | -122 | -105 |
| 2041 | -144 | -128 |
| 2042 | -166 | -151 |
| 2043 | -189 | -175 |
| 2044 | -211 | -199 |
| 2045 | -234 | -224 |
| 2046 | -257 | -249 |
| 2047 | -280 | -275 |
| 2048 | -303 | -301 |
| 2049 | -327 | -327 |
| 2050 | -351 | -354 |
| 2051 | -375 | -382 |
| 2052 | -398 | -409 |
| 2053 | -423 | -438 |
| 2054 | -447 | -467 |
| 2055 | -472 | -496 |
| 2056 | -496 | -526 |
| 2057 | -522 | -557 |
| 2058 | -548 | -589 |
| 2059 | -574 | -622 |
| 2060 | -601 | -655 |
| 2061 | -629 | -690 |
| 2062 | -657 | -725 |
| 2063 | -685 | -762 |
| 2064 | -714 | -799 |
| 2065 | -744 | -837 |
| 2066 | -774 | -877 |
| 2067 | -804 | -917 |
| 2068 | -835 | -958 |
| 2069 | -867 | -1000 |
| 2070 | -899 | -1044 |
| 2071 | -932 | -1088 |
| 2072 | -965 | -1134 |
| 2073 | -1000 | -1182 |
| 2074 | -1035 | -1231 |
| 2075 | -1072 | -1282 |
| 2076 | -1110 | -1335 |
| 2077 | -1148 | -1390 |
| 2078 | -1188 | -1447 |
| 2079 | -1228 | -1504 |
| 2080 | -1268 | -1563 |
| 2081 | -1309 | -1623 |
| 2082 | -1350 | -1684 |
| 2083 | -1391 | -1746 |
| 2084 | -1432 | -1808 |
| 2085 | -1472 | -1871 |
| 2086 | -1514 | -1935 |
| 2087 | -1555 | -2000 |
| 2088 | -1597 | -2067 |
| 2089 | -1640 | -2135 |
| 2090 | -1683 | -2204 |
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