Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 6.5 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 | 409 |
2012 | 410 | 417 |
2013 | 415 | 425 |
2014 | 417 | 430 |
2015 | 418 | 434 |
2016 | 416 | 436 |
2017 | 412 | 437 |
2018 | 407 | 436 |
2019 | 401 | 434 |
2020 | 393 | 431 |
2021 | 383 | 427 |
2022 | 372 | 421 |
2023 | 360 | 414 |
2024 | 346 | 406 |
2025 | 332 | 397 |
2026 | 316 | 386 |
2027 | 299 | 375 |
2028 | 282 | 362 |
2029 | 264 | 349 |
2030 | 245 | 336 |
2031 | 225 | 321 |
2032 | 205 | 306 |
2033 | 185 | 290 |
2034 | 164 | 275 |
2035 | 143 | 258 |
2036 | 121 | 241 |
2037 | 99 | 224 |
2038 | 77 | 206 |
2039 | 54 | 188 |
2040 | 31 | 169 |
2041 | 7 | 150 |
2042 | -17 | 130 |
2043 | -41 | 110 |
2044 | -66 | 89 |
2045 | -91 | 67 |
2046 | -117 | 45 |
2047 | -143 | 22 |
2048 | -169 | -2 |
2049 | -196 | -27 |
2050 | -223 | -52 |
2051 | -251 | -78 |
2052 | -279 | -105 |
2053 | -308 | -133 |
2054 | -337 | -161 |
2055 | -367 | -191 |
2056 | -397 | -222 |
2057 | -428 | -253 |
2058 | -460 | -286 |
2059 | -492 | -320 |
2060 | -525 | -355 |
2061 | -558 | -391 |
2062 | -592 | -428 |
2063 | -626 | -466 |
2064 | -661 | -506 |
2065 | -697 | -547 |
2066 | -734 | -589 |
2067 | -772 | -633 |
2068 | -810 | -678 |
2069 | -849 | -725 |
2070 | -889 | -773 |
2071 | -930 | -823 |
2072 | -971 | -875 |
2073 | -1014 | -928 |
2074 | -1057 | -983 |
2075 | -1101 | -1040 |
2076 | -1146 | -1099 |
2077 | -1192 | -1159 |
2078 | -1238 | -1221 |
2079 | -1286 | -1285 |
2080 | -1334 | -1351 |
2081 | -1383 | -1420 |
2082 | -1433 | -1490 |
2083 | -1484 | -1562 |
2084 | -1536 | -1637 |
2085 | -1589 | -1714 |
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