Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 5.5 percent real rate of return on equities
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
Year |
Present Law |
Provision |
2005 | 320 | 320 |
2006 | 337 | 337 |
2007 | 355 | 355 |
2008 | 370 | 371 |
2009 | 383 | 384 |
2010 | 394 | 397 |
2011 | 404 | 407 |
2012 | 410 | 416 |
2013 | 415 | 422 |
2014 | 417 | 427 |
2015 | 418 | 430 |
2016 | 416 | 431 |
2017 | 412 | 430 |
2018 | 407 | 428 |
2019 | 401 | 425 |
2020 | 393 | 420 |
2021 | 383 | 414 |
2022 | 372 | 407 |
2023 | 360 | 399 |
2024 | 346 | 389 |
2025 | 332 | 378 |
2026 | 316 | 365 |
2027 | 299 | 352 |
2028 | 282 | 338 |
2029 | 264 | 324 |
2030 | 245 | 308 |
2031 | 225 | 292 |
2032 | 205 | 275 |
2033 | 185 | 258 |
2034 | 164 | 240 |
2035 | 143 | 222 |
2036 | 121 | 204 |
2037 | 99 | 184 |
2038 | 77 | 165 |
2039 | 54 | 145 |
2040 | 31 | 124 |
2041 | 7 | 103 |
2042 | -17 | 82 |
2043 | -41 | 60 |
2044 | -66 | 37 |
2045 | -91 | 14 |
2046 | -117 | -10 |
2047 | -143 | -35 |
2048 | -169 | -60 |
2049 | -196 | -86 |
2050 | -223 | -113 |
2051 | -251 | -140 |
2052 | -279 | -168 |
2053 | -308 | -197 |
2054 | -337 | -227 |
2055 | -367 | -257 |
2056 | -397 | -288 |
2057 | -428 | -321 |
2058 | -460 | -354 |
2059 | -492 | -388 |
2060 | -525 | -424 |
2061 | -558 | -460 |
2062 | -592 | -497 |
2063 | -626 | -535 |
2064 | -661 | -574 |
2065 | -697 | -615 |
2066 | -734 | -657 |
2067 | -772 | -700 |
2068 | -810 | -744 |
2069 | -849 | -789 |
2070 | -889 | -836 |
2071 | -930 | -885 |
2072 | -971 | -935 |
2073 | -1014 | -986 |
2074 | -1057 | -1039 |
2075 | -1101 | -1093 |
2076 | -1146 | -1149 |
2077 | -1192 | -1206 |
2078 | -1238 | -1265 |
2079 | -1286 | -1325 |
2080 | -1334 | -1387 |
2081 | -1383 | -1451 |
2082 | -1433 | -1516 |
2083 | -1484 | -1583 |
2084 | -1536 | -1652 |
2085 | -1589 | -1723 |
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