Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2023-2032), 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 | 177 |
| 2026 | 160 | 160 |
| 2027 | 143 | 144 |
| 2028 | 126 | 127 |
| 2029 | 109 | 111 |
| 2030 | 91 | 94 |
| 2031 | 74 | 77 |
| 2032 | 57 | 60 |
| 2033 | 39 | 43 |
| 2034 | 21 | 25 |
| 2035 | 3 | 7 |
| 2036 | -16 | -12 |
| 2037 | -35 | -31 |
| 2038 | -54 | -51 |
| 2039 | -74 | -71 |
| 2040 | -95 | -92 |
| 2041 | -116 | -113 |
| 2042 | -137 | -135 |
| 2043 | -158 | -157 |
| 2044 | -180 | -179 |
| 2045 | -202 | -202 |
| 2046 | -224 | -225 |
| 2047 | -246 | -249 |
| 2048 | -268 | -272 |
| 2049 | -291 | -296 |
| 2050 | -313 | -321 |
| 2051 | -336 | -345 |
| 2052 | -359 | -370 |
| 2053 | -383 | -396 |
| 2054 | -406 | -421 |
| 2055 | -430 | -447 |
| 2056 | -453 | -473 |
| 2057 | -477 | -499 |
| 2058 | -501 | -526 |
| 2059 | -525 | -553 |
| 2060 | -550 | -581 |
| 2061 | -575 | -609 |
| 2062 | -601 | -638 |
| 2063 | -627 | -668 |
| 2064 | -654 | -698 |
| 2065 | -681 | -729 |
| 2066 | -708 | -761 |
| 2067 | -736 | -793 |
| 2068 | -764 | -825 |
| 2069 | -792 | -858 |
| 2070 | -821 | -892 |
| 2071 | -850 | -926 |
| 2072 | -880 | -961 |
| 2073 | -910 | -996 |
| 2074 | -940 | -1032 |
| 2075 | -971 | -1069 |
| 2076 | -1003 | -1107 |
| 2077 | -1036 | -1146 |
| 2078 | -1069 | -1186 |
| 2079 | -1104 | -1228 |
| 2080 | -1139 | -1271 |
| 2081 | -1175 | -1314 |
| 2082 | -1212 | -1359 |
| 2083 | -1249 | -1405 |
| 2084 | -1286 | -1451 |
| 2085 | -1324 | -1498 |
| 2086 | -1363 | -1547 |
| 2087 | -1402 | -1596 |
| 2088 | -1442 | -1645 |
| 2089 | -1481 | -1695 |
| 2090 | -1520 | -1745 |
| 2091 | -1558 | -1794 |
| 2092 | -1595 | -1843 |
| 2093 | -1632 | -1891 |
| 2094 | -1668 | -1939 |
| 2095 | -1703 | -1986 |
| 2096 | -1738 | -2033 |
| 2097 | -1773 | -2080 |
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