Proposed Provision: Invest 15 percent of the OASDI Trust Fund in equities (phased in 2016-2025), 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 |
2015 | 308 | 308 |
2016 | 298 | 298 |
2017 | 280 | 280 |
2018 | 264 | 264 |
2019 | 248 | 249 |
2020 | 233 | 235 |
2021 | 219 | 221 |
2022 | 204 | 207 |
2023 | 189 | 193 |
2024 | 173 | 178 |
2025 | 157 | 164 |
2026 | 142 | 149 |
2027 | 126 | 135 |
2028 | 110 | 119 |
2029 | 94 | 104 |
2030 | 77 | 87 |
2031 | 60 | 70 |
2032 | 42 | 53 |
2033 | 23 | 34 |
2034 | 4 | 15 |
2035 | -16 | -4 |
2036 | -36 | -25 |
2037 | -57 | -45 |
2038 | -78 | -67 |
2039 | -100 | -89 |
2040 | -122 | -111 |
2041 | -144 | -133 |
2042 | -166 | -156 |
2043 | -189 | -179 |
2044 | -211 | -203 |
2045 | -234 | -227 |
2046 | -257 | -251 |
2047 | -280 | -275 |
2048 | -303 | -300 |
2049 | -327 | -325 |
2050 | -351 | -350 |
2051 | -375 | -376 |
2052 | -398 | -402 |
2053 | -423 | -428 |
2054 | -447 | -455 |
2055 | -472 | -482 |
2056 | -496 | -510 |
2057 | -522 | -538 |
2058 | -548 | -567 |
2059 | -574 | -596 |
2060 | -601 | -627 |
2061 | -629 | -658 |
2062 | -657 | -689 |
2063 | -685 | -722 |
2064 | -714 | -755 |
2065 | -744 | -789 |
2066 | -774 | -823 |
2067 | -804 | -859 |
2068 | -835 | -895 |
2069 | -867 | -931 |
2070 | -899 | -969 |
2071 | -932 | -1007 |
2072 | -965 | -1047 |
2073 | -1000 | -1088 |
2074 | -1035 | -1130 |
2075 | -1072 | -1174 |
2076 | -1110 | -1219 |
2077 | -1148 | -1265 |
2078 | -1188 | -1313 |
2079 | -1228 | -1362 |
2080 | -1268 | -1411 |
2081 | -1309 | -1461 |
2082 | -1350 | -1511 |
2083 | -1391 | -1562 |
2084 | -1432 | -1613 |
2085 | -1472 | -1664 |
2086 | -1514 | -1716 |
2087 | -1555 | -1768 |
2088 | -1597 | -1822 |
2089 | -1640 | -1876 |
2090 | -1683 | -1932 |
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