Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2013-2027), 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 |
| 2012 | 340 | 340 |
| 2013 | 329 | 329 |
| 2014 | 315 | 315 |
| 2015 | 302 | 303 |
| 2016 | 290 | 291 |
| 2017 | 277 | 280 |
| 2018 | 265 | 269 |
| 2019 | 253 | 258 |
| 2020 | 240 | 247 |
| 2021 | 227 | 235 |
| 2022 | 212 | 222 |
| 2023 | 197 | 209 |
| 2024 | 181 | 194 |
| 2025 | 164 | 179 |
| 2026 | 147 | 163 |
| 2027 | 129 | 146 |
| 2028 | 110 | 129 |
| 2029 | 90 | 110 |
| 2030 | 70 | 91 |
| 2031 | 49 | 71 |
| 2032 | 27 | 50 |
| 2033 | 5 | 28 |
| 2034 | -18 | 6 |
| 2035 | -41 | -17 |
| 2036 | -65 | -41 |
| 2037 | -89 | -65 |
| 2038 | -114 | -90 |
| 2039 | -138 | -116 |
| 2040 | -163 | -142 |
| 2041 | -189 | -169 |
| 2042 | -215 | -196 |
| 2043 | -240 | -223 |
| 2044 | -266 | -251 |
| 2045 | -292 | -280 |
| 2046 | -319 | -309 |
| 2047 | -346 | -339 |
| 2048 | -373 | -369 |
| 2049 | -400 | -400 |
| 2050 | -428 | -432 |
| 2051 | -456 | -464 |
| 2052 | -484 | -497 |
| 2053 | -512 | -530 |
| 2054 | -540 | -564 |
| 2055 | -569 | -599 |
| 2056 | -598 | -634 |
| 2057 | -628 | -670 |
| 2058 | -657 | -707 |
| 2059 | -688 | -746 |
| 2060 | -719 | -785 |
| 2061 | -750 | -825 |
| 2062 | -782 | -866 |
| 2063 | -814 | -908 |
| 2064 | -847 | -951 |
| 2065 | -880 | -994 |
| 2066 | -913 | -1039 |
| 2067 | -946 | -1084 |
| 2068 | -980 | -1130 |
| 2069 | -1014 | -1177 |
| 2070 | -1049 | -1225 |
| 2071 | -1084 | -1274 |
| 2072 | -1120 | -1325 |
| 2073 | -1156 | -1377 |
| 2074 | -1193 | -1430 |
| 2075 | -1230 | -1484 |
| 2076 | -1268 | -1540 |
| 2077 | -1307 | -1597 |
| 2078 | -1346 | -1655 |
| 2079 | -1385 | -1714 |
| 2080 | -1425 | -1775 |
| 2081 | -1465 | -1836 |
| 2082 | -1505 | -1899 |
| 2083 | -1547 | -1964 |
| 2084 | -1588 | -2029 |
| 2085 | -1631 | -2097 |
| 2086 | -1673 | -2165 |
| 2087 | -1717 | -2236 |
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