Proposed Provision: G4. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2033), 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
2023204204
2024187187
2025168168
2026149150
2027131132
2028114115
20299697
20307880
20316062
20324345
20332527
203479
2035-12-9
2036-31-29
2037-51-48
2038-70-68
2039-91-89
2040-112-111
2041-133-132
2042-154-155
2043-176-177
2044-198-200
2045-220-223
2046-243-247
2047-265-271
2048-288-295
2049-311-319
2050-333-344
2051-357-369
2052-380-394
2053-403-420
2054-427-445
2055-450-471
2056-474-498
2057-498-524
2058-522-551
2059-547-579
2060-572-607
2061-597-636
2062-623-666
2063-650-696
2064-677-727
2065-705-759
2066-733-791
2067-762-824
2068-791-858
2069-820-892
2070-850-927
2071-880-962
2072-911-999
2073-942-1036
2074-974-1073
2075-1006-1112
2076-1039-1151
2077-1074-1192
2078-1108-1234
2079-1144-1277
2080-1181-1322
2081-1218-1367
2082-1256-1414
2083-1294-1461
2084-1333-1509
2085-1373-1558
2086-1413-1608
2087-1453-1659
2088-1494-1710
2089-1534-1761
2090-1574-1813
2091-1613-1863
2092-1651-1914
2093-1689-1964
2094-1726-2013
2095-1762-2062
2096-1798-2110
2097-1833-2158
2098-1868-2206
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