Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2011-2025), assuming an ultimate 5.4 percent real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2010 | 355 | 355 |
| 2011 | 353 | 353 |
| 2012 | 350 | 350 |
| 2013 | 346 | 346 |
| 2014 | 341 | 342 |
| 2015 | 335 | 338 |
| 2016 | 330 | 333 |
| 2017 | 324 | 329 |
| 2018 | 317 | 323 |
| 2019 | 309 | 317 |
| 2020 | 299 | 309 |
| 2021 | 289 | 301 |
| 2022 | 277 | 291 |
| 2023 | 264 | 281 |
| 2024 | 251 | 269 |
| 2025 | 237 | 257 |
| 2026 | 221 | 244 |
| 2027 | 205 | 231 |
| 2028 | 189 | 216 |
| 2029 | 171 | 201 |
| 2030 | 154 | 186 |
| 2031 | 136 | 169 |
| 2032 | 117 | 152 |
| 2033 | 98 | 135 |
| 2034 | 79 | 118 |
| 2035 | 59 | 99 |
| 2036 | 39 | 81 |
| 2037 | 19 | 62 |
| 2038 | -1 | 43 |
| 2039 | -21 | 23 |
| 2040 | -42 | 3 |
| 2041 | -63 | -17 |
| 2042 | -84 | -37 |
| 2043 | -105 | -58 |
| 2044 | -126 | -79 |
| 2045 | -147 | -100 |
| 2046 | -168 | -122 |
| 2047 | -189 | -144 |
| 2048 | -211 | -166 |
| 2049 | -233 | -189 |
| 2050 | -255 | -212 |
| 2051 | -277 | -236 |
| 2052 | -299 | -260 |
| 2053 | -321 | -284 |
| 2054 | -344 | -309 |
| 2055 | -366 | -335 |
| 2056 | -389 | -361 |
| 2057 | -412 | -387 |
| 2058 | -436 | -415 |
| 2059 | -460 | -442 |
| 2060 | -485 | -471 |
| 2061 | -509 | -500 |
| 2062 | -534 | -530 |
| 2063 | -560 | -561 |
| 2064 | -586 | -593 |
| 2065 | -612 | -625 |
| 2066 | -638 | -657 |
| 2067 | -665 | -691 |
| 2068 | -692 | -725 |
| 2069 | -720 | -760 |
| 2070 | -748 | -796 |
| 2071 | -776 | -833 |
| 2072 | -805 | -871 |
| 2073 | -834 | -909 |
| 2074 | -864 | -949 |
| 2075 | -894 | -989 |
| 2076 | -925 | -1031 |
| 2077 | -957 | -1074 |
| 2078 | -989 | -1117 |
| 2079 | -1021 | -1162 |
| 2080 | -1054 | -1208 |
| 2081 | -1087 | -1255 |
| 2082 | -1121 | -1303 |
| 2083 | -1156 | -1353 |
| 2084 | -1191 | -1403 |
| 2085 | -1227 | -1455 |
back