Proposed Provision: Invest 15 percent of the Trust Fund in equities (phased in 2013-2022), 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 |
| 2012 | 340 | 340 |
| 2013 | 329 | 329 |
| 2014 | 315 | 315 |
| 2015 | 302 | 302 |
| 2016 | 290 | 290 |
| 2017 | 277 | 279 |
| 2018 | 265 | 268 |
| 2019 | 253 | 257 |
| 2020 | 240 | 245 |
| 2021 | 227 | 232 |
| 2022 | 212 | 219 |
| 2023 | 197 | 205 |
| 2024 | 181 | 190 |
| 2025 | 164 | 175 |
| 2026 | 147 | 158 |
| 2027 | 129 | 141 |
| 2028 | 110 | 123 |
| 2029 | 90 | 104 |
| 2030 | 70 | 84 |
| 2031 | 49 | 63 |
| 2032 | 27 | 42 |
| 2033 | 5 | 20 |
| 2034 | -18 | -3 |
| 2035 | -41 | -26 |
| 2036 | -65 | -50 |
| 2037 | -89 | -74 |
| 2038 | -114 | -99 |
| 2039 | -138 | -124 |
| 2040 | -163 | -150 |
| 2041 | -189 | -176 |
| 2042 | -215 | -202 |
| 2043 | -240 | -229 |
| 2044 | -266 | -256 |
| 2045 | -292 | -283 |
| 2046 | -319 | -311 |
| 2047 | -346 | -340 |
| 2048 | -373 | -368 |
| 2049 | -400 | -398 |
| 2050 | -428 | -427 |
| 2051 | -456 | -457 |
| 2052 | -484 | -488 |
| 2053 | -512 | -519 |
| 2054 | -540 | -550 |
| 2055 | -569 | -582 |
| 2056 | -598 | -614 |
| 2057 | -628 | -647 |
| 2058 | -657 | -680 |
| 2059 | -688 | -715 |
| 2060 | -719 | -750 |
| 2061 | -750 | -785 |
| 2062 | -782 | -822 |
| 2063 | -814 | -859 |
| 2064 | -847 | -896 |
| 2065 | -880 | -935 |
| 2066 | -913 | -973 |
| 2067 | -946 | -1013 |
| 2068 | -980 | -1052 |
| 2069 | -1014 | -1093 |
| 2070 | -1049 | -1134 |
| 2071 | -1084 | -1176 |
| 2072 | -1120 | -1219 |
| 2073 | -1156 | -1263 |
| 2074 | -1193 | -1307 |
| 2075 | -1230 | -1353 |
| 2076 | -1268 | -1399 |
| 2077 | -1307 | -1447 |
| 2078 | -1346 | -1495 |
| 2079 | -1385 | -1544 |
| 2080 | -1425 | -1593 |
| 2081 | -1465 | -1643 |
| 2082 | -1505 | -1695 |
| 2083 | -1547 | -1747 |
| 2084 | -1588 | -1800 |
| 2085 | -1631 | -1854 |
| 2086 | -1673 | -1909 |
| 2087 | -1717 | -1965 |
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