Proposed Provision: Invest 15 percent of the Trust Fund in equities (phased in 2012-2021), assuming an ultimate 6.4 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2011 | 353 | 353 |
| 2012 | 347 | 347 |
| 2013 | 341 | 341 |
| 2014 | 334 | 334 |
| 2015 | 328 | 328 |
| 2016 | 321 | 322 |
| 2017 | 314 | 316 |
| 2018 | 306 | 309 |
| 2019 | 296 | 300 |
| 2020 | 284 | 290 |
| 2021 | 272 | 279 |
| 2022 | 259 | 267 |
| 2023 | 245 | 255 |
| 2024 | 230 | 241 |
| 2025 | 214 | 227 |
| 2026 | 198 | 212 |
| 2027 | 181 | 196 |
| 2028 | 164 | 180 |
| 2029 | 145 | 162 |
| 2030 | 127 | 144 |
| 2031 | 107 | 125 |
| 2032 | 87 | 106 |
| 2033 | 67 | 86 |
| 2034 | 46 | 66 |
| 2035 | 25 | 46 |
| 2036 | 4 | 25 |
| 2037 | -18 | 3 |
| 2038 | -40 | -19 |
| 2039 | -62 | -41 |
| 2040 | -85 | -63 |
| 2041 | -108 | -86 |
| 2042 | -130 | -109 |
| 2043 | -153 | -132 |
| 2044 | -176 | -155 |
| 2045 | -200 | -179 |
| 2046 | -223 | -203 |
| 2047 | -247 | -228 |
| 2048 | -271 | -253 |
| 2049 | -295 | -278 |
| 2050 | -319 | -303 |
| 2051 | -343 | -329 |
| 2052 | -368 | -355 |
| 2053 | -393 | -382 |
| 2054 | -418 | -409 |
| 2055 | -443 | -436 |
| 2056 | -468 | -464 |
| 2057 | -494 | -492 |
| 2058 | -521 | -521 |
| 2059 | -548 | -550 |
| 2060 | -575 | -581 |
| 2061 | -602 | -611 |
| 2062 | -630 | -643 |
| 2063 | -659 | -675 |
| 2064 | -687 | -707 |
| 2065 | -716 | -740 |
| 2066 | -746 | -773 |
| 2067 | -775 | -807 |
| 2068 | -805 | -841 |
| 2069 | -835 | -876 |
| 2070 | -866 | -912 |
| 2071 | -897 | -948 |
| 2072 | -928 | -985 |
| 2073 | -960 | -1023 |
| 2074 | -992 | -1061 |
| 2075 | -1025 | -1100 |
| 2076 | -1058 | -1140 |
| 2077 | -1092 | -1180 |
| 2078 | -1126 | -1222 |
| 2079 | -1161 | -1264 |
| 2080 | -1196 | -1307 |
| 2081 | -1232 | -1350 |
| 2082 | -1268 | -1395 |
| 2083 | -1305 | -1440 |
| 2084 | -1342 | -1487 |
| 2085 | -1380 | -1534 |
| 2086 | -1419 | -1582 |
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