Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2022-2036), 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 |
| 2021 | 253 | 253 |
| 2022 | 231 | 231 |
| 2023 | 214 | 214 |
| 2024 | 196 | 197 |
| 2025 | 178 | 179 |
| 2026 | 159 | 162 |
| 2027 | 141 | 144 |
| 2028 | 122 | 127 |
| 2029 | 104 | 109 |
| 2030 | 85 | 91 |
| 2031 | 66 | 73 |
| 2032 | 46 | 54 |
| 2033 | 27 | 35 |
| 2034 | 7 | 16 |
| 2035 | -13 | -4 |
| 2036 | -33 | -25 |
| 2037 | -54 | -46 |
| 2038 | -76 | -68 |
| 2039 | -97 | -91 |
| 2040 | -119 | -114 |
| 2041 | -142 | -138 |
| 2042 | -165 | -163 |
| 2043 | -188 | -188 |
| 2044 | -211 | -215 |
| 2045 | -235 | -241 |
| 2046 | -258 | -268 |
| 2047 | -282 | -296 |
| 2048 | -306 | -324 |
| 2049 | -330 | -353 |
| 2050 | -354 | -382 |
| 2051 | -378 | -412 |
| 2052 | -403 | -443 |
| 2053 | -427 | -474 |
| 2054 | -452 | -505 |
| 2055 | -477 | -538 |
| 2056 | -502 | -570 |
| 2057 | -527 | -604 |
| 2058 | -552 | -638 |
| 2059 | -578 | -673 |
| 2060 | -604 | -708 |
| 2061 | -630 | -745 |
| 2062 | -657 | -783 |
| 2063 | -684 | -821 |
| 2064 | -712 | -861 |
| 2065 | -740 | -902 |
| 2066 | -768 | -943 |
| 2067 | -796 | -986 |
| 2068 | -825 | -1029 |
| 2069 | -855 | -1074 |
| 2070 | -884 | -1120 |
| 2071 | -914 | -1166 |
| 2072 | -945 | -1214 |
| 2073 | -976 | -1263 |
| 2074 | -1007 | -1314 |
| 2075 | -1039 | -1366 |
| 2076 | -1071 | -1419 |
| 2077 | -1105 | -1475 |
| 2078 | -1139 | -1532 |
| 2079 | -1175 | -1592 |
| 2080 | -1211 | -1654 |
| 2081 | -1248 | -1718 |
| 2082 | -1286 | -1783 |
| 2083 | -1324 | -1851 |
| 2084 | -1363 | -1921 |
| 2085 | -1403 | -1993 |
| 2086 | -1443 | -2066 |
| 2087 | -1483 | -2142 |
| 2088 | -1524 | -2219 |
| 2089 | -1564 | -2298 |
| 2090 | -1604 | -2376 |
| 2091 | -1643 | -2455 |
| 2092 | -1681 | -2533 |
| 2093 | -1718 | -2611 |
| 2094 | -1754 | -2690 |
| 2095 | -1789 | -2769 |
| 2096 | -1825 | -2849 |
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