Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2023-2037), assuming an ultimate 5.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2022 | 230 | 230 |
| 2023 | 211 | 211 |
| 2024 | 194 | 194 |
| 2025 | 177 | 178 |
| 2026 | 160 | 161 |
| 2027 | 143 | 145 |
| 2028 | 126 | 129 |
| 2029 | 109 | 112 |
| 2030 | 91 | 96 |
| 2031 | 74 | 80 |
| 2032 | 57 | 63 |
| 2033 | 39 | 46 |
| 2034 | 21 | 28 |
| 2035 | 3 | 10 |
| 2036 | -16 | -8 |
| 2037 | -35 | -28 |
| 2038 | -54 | -48 |
| 2039 | -74 | -68 |
| 2040 | -95 | -90 |
| 2041 | -116 | -112 |
| 2042 | -137 | -135 |
| 2043 | -158 | -158 |
| 2044 | -180 | -182 |
| 2045 | -202 | -206 |
| 2046 | -224 | -231 |
| 2047 | -246 | -257 |
| 2048 | -268 | -283 |
| 2049 | -291 | -310 |
| 2050 | -313 | -337 |
| 2051 | -336 | -365 |
| 2052 | -359 | -393 |
| 2053 | -383 | -422 |
| 2054 | -406 | -451 |
| 2055 | -430 | -481 |
| 2056 | -453 | -512 |
| 2057 | -477 | -543 |
| 2058 | -501 | -575 |
| 2059 | -525 | -608 |
| 2060 | -550 | -641 |
| 2061 | -575 | -676 |
| 2062 | -601 | -711 |
| 2063 | -627 | -748 |
| 2064 | -654 | -785 |
| 2065 | -681 | -824 |
| 2066 | -708 | -864 |
| 2067 | -736 | -904 |
| 2068 | -764 | -946 |
| 2069 | -792 | -988 |
| 2070 | -821 | -1031 |
| 2071 | -850 | -1076 |
| 2072 | -880 | -1122 |
| 2073 | -910 | -1168 |
| 2074 | -940 | -1216 |
| 2075 | -971 | -1266 |
| 2076 | -1003 | -1317 |
| 2077 | -1036 | -1370 |
| 2078 | -1069 | -1425 |
| 2079 | -1104 | -1482 |
| 2080 | -1139 | -1541 |
| 2081 | -1175 | -1602 |
| 2082 | -1212 | -1664 |
| 2083 | -1249 | -1729 |
| 2084 | -1286 | -1795 |
| 2085 | -1324 | -1863 |
| 2086 | -1363 | -1933 |
| 2087 | -1402 | -2005 |
| 2088 | -1442 | -2078 |
| 2089 | -1481 | -2152 |
| 2090 | -1520 | -2228 |
| 2091 | -1558 | -2303 |
| 2092 | -1595 | -2379 |
| 2093 | -1632 | -2455 |
| 2094 | -1668 | -2531 |
| 2095 | -1703 | -2607 |
| 2096 | -1738 | -2684 |
| 2097 | -1773 | -2762 |
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