Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2020-2029), assuming an ultimate 6.0 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2019 | 273 | 273 |
| 2020 | 260 | 260 |
| 2021 | 245 | 245 |
| 2022 | 229 | 230 |
| 2023 | 213 | 214 |
| 2024 | 197 | 198 |
| 2025 | 180 | 182 |
| 2026 | 163 | 166 |
| 2027 | 147 | 151 |
| 2028 | 130 | 135 |
| 2029 | 114 | 119 |
| 2030 | 97 | 103 |
| 2031 | 80 | 87 |
| 2032 | 63 | 70 |
| 2033 | 46 | 53 |
| 2034 | 28 | 35 |
| 2035 | 10 | 17 |
| 2036 | -9 | -1 |
| 2037 | -28 | -20 |
| 2038 | -47 | -40 |
| 2039 | -67 | -60 |
| 2040 | -87 | -80 |
| 2041 | -108 | -101 |
| 2042 | -129 | -123 |
| 2043 | -150 | -144 |
| 2044 | -171 | -166 |
| 2045 | -192 | -188 |
| 2046 | -213 | -210 |
| 2047 | -234 | -232 |
| 2048 | -255 | -254 |
| 2049 | -276 | -276 |
| 2050 | -297 | -299 |
| 2051 | -318 | -321 |
| 2052 | -338 | -344 |
| 2053 | -359 | -366 |
| 2054 | -380 | -389 |
| 2055 | -401 | -413 |
| 2056 | -422 | -436 |
| 2057 | -444 | -460 |
| 2058 | -465 | -483 |
| 2059 | -487 | -508 |
| 2060 | -509 | -532 |
| 2061 | -531 | -558 |
| 2062 | -554 | -584 |
| 2063 | -577 | -610 |
| 2064 | -601 | -637 |
| 2065 | -625 | -665 |
| 2066 | -649 | -693 |
| 2067 | -674 | -721 |
| 2068 | -699 | -750 |
| 2069 | -724 | -779 |
| 2070 | -749 | -809 |
| 2071 | -776 | -840 |
| 2072 | -802 | -872 |
| 2073 | -830 | -904 |
| 2074 | -857 | -937 |
| 2075 | -885 | -970 |
| 2076 | -914 | -1005 |
| 2077 | -944 | -1041 |
| 2078 | -975 | -1078 |
| 2079 | -1007 | -1116 |
| 2080 | -1039 | -1155 |
| 2081 | -1072 | -1195 |
| 2082 | -1106 | -1236 |
| 2083 | -1139 | -1277 |
| 2084 | -1173 | -1319 |
| 2085 | -1207 | -1362 |
| 2086 | -1242 | -1404 |
| 2087 | -1275 | -1447 |
| 2088 | -1309 | -1490 |
| 2089 | -1342 | -1532 |
| 2090 | -1375 | -1574 |
| 2091 | -1407 | -1616 |
| 2092 | -1439 | -1658 |
| 2093 | -1471 | -1700 |
| 2094 | -1503 | -1742 |
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