Proposed Provision: G6. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2023-2032), assuming an ultimate 5.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2020 | 261 | 261 |
| 2021 | 248 | 248 |
| 2022 | 233 | 233 |
| 2023 | 217 | 217 |
| 2024 | 200 | 200 |
| 2025 | 183 | 183 |
| 2026 | 165 | 166 |
| 2027 | 148 | 150 |
| 2028 | 130 | 133 |
| 2029 | 112 | 115 |
| 2030 | 94 | 98 |
| 2031 | 76 | 81 |
| 2032 | 58 | 63 |
| 2033 | 39 | 45 |
| 2034 | 20 | 27 |
| 2035 | 1 | 8 |
| 2036 | -19 | -12 |
| 2037 | -38 | -32 |
| 2038 | -59 | -53 |
| 2039 | -80 | -74 |
| 2040 | -101 | -95 |
| 2041 | -122 | -118 |
| 2042 | -144 | -140 |
| 2043 | -166 | -164 |
| 2044 | -188 | -187 |
| 2045 | -210 | -211 |
| 2046 | -232 | -235 |
| 2047 | -255 | -260 |
| 2048 | -277 | -284 |
| 2049 | -299 | -309 |
| 2050 | -322 | -335 |
| 2051 | -344 | -360 |
| 2052 | -367 | -386 |
| 2053 | -389 | -412 |
| 2054 | -412 | -438 |
| 2055 | -434 | -465 |
| 2056 | -457 | -492 |
| 2057 | -480 | -520 |
| 2058 | -504 | -548 |
| 2059 | -527 | -576 |
| 2060 | -551 | -605 |
| 2061 | -575 | -635 |
| 2062 | -599 | -665 |
| 2063 | -624 | -696 |
| 2064 | -650 | -728 |
| 2065 | -676 | -760 |
| 2066 | -702 | -793 |
| 2067 | -728 | -827 |
| 2068 | -755 | -862 |
| 2069 | -782 | -897 |
| 2070 | -809 | -932 |
| 2071 | -837 | -969 |
| 2072 | -866 | -1007 |
| 2073 | -895 | -1045 |
| 2074 | -925 | -1085 |
| 2075 | -955 | -1126 |
| 2076 | -986 | -1167 |
| 2077 | -1018 | -1210 |
| 2078 | -1051 | -1255 |
| 2079 | -1084 | -1301 |
| 2080 | -1119 | -1349 |
| 2081 | -1154 | -1398 |
| 2082 | -1190 | -1448 |
| 2083 | -1226 | -1499 |
| 2084 | -1263 | -1551 |
| 2085 | -1300 | -1604 |
| 2086 | -1337 | -1658 |
| 2087 | -1374 | -1713 |
| 2088 | -1411 | -1768 |
| 2089 | -1448 | -1823 |
| 2090 | -1484 | -1878 |
| 2091 | -1520 | -1933 |
| 2092 | -1554 | -1987 |
| 2093 | -1589 | -2041 |
| 2094 | -1623 | -2096 |
| 2095 | -1657 | -2150 |
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