2020 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 (2009-2019) and the projection period (2020-2029), under all three sets of assumptions.

 

Historical trust fund ratios

Calendar year	OASI	DI
2009	390%	178%
2010	400%	159%
2011	402%	136%
2012	391%	110%
2013	384%	86%
2014	374%	62%
2015	364%	41%
2016	358%	22%
2017	347%	32%
2018	330%	49%
2019	307%	66%

 

Projected trust fund ratios

Calendar year	OASI			DI
	I	II	III	I	II	III
2020	291%	291%	291%	63%	62%	62%
2021	275%	276%	276%	64%	61%	58%
2022	258%	257%	254%	69%	62%	49%
2023	242%	238%	231%	78%	63%	4%
2024	226%	218%	205%	92%	66%	3%
2025	211%	198%	179%	110%	69%	19%
2026	196%	177%	152%	131%	72%	8%
2027	182%	157%	125%	156%	76%	-4%
2028	168%	136%	98%	186%	81%	-17%
2029	168%	136%	98%	186%	81%	-17%

RETURN TO TRUSTEES REPORT.