2014 OASDI Trustees Report

The following tables present the plot points for Figure IV.A1 — OASI and DI Trust Fund Ratios (assets as a percentage of annual expenditures) on a calendar year basis for the historical period (2002-2013) and the projection period (2014-2022), under all three sets of assumptions.

 

Historical trust fund ratios

Calendar year	OASI	DI
2003	300%	219%
2004	322%	218%
2005	340%	212%
2006	361%	207%
2007	372%	206%
2008	392%	197%
2009	390%	178%
2010	400%	159%
2011	402%	136%
2012	391%	110%
2013	384%	86%

 

Projected trust fund ratios

Calendar year	OASI			DI
	I	II	III	I	II	III
2014	373%	373%	373%	62%	62%	61%
2015	360%	359%	358%	41%	39%	35%
2016	345%	345%	341%	26%	18%	10%
2017	331%	329%	323%	14%	a	a
2018	319%	313%	303%	7%	a	a
2019	308%	297%	281%	2%	a	a
2020	297%	281%	259%	2%	a	a
2021	288%	265%	237%	3%	a	a
2022	279%	249%	213%	7%	a	a
2023	269%	232%	189%	12%	a	a

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a

The trust fund is estimated to be exhausted by the beginning of this year.

RETURN TO TRUSTEES REPORT.