2005 Trustees Report

The following tables present the plot points for Figure IV.B3--OASI and DI Trust Fund Ratios (assets as a percentage of annual expenditures) on a calendar year basis for the historical period (1990-2004) and the projection period (2005-2080), under all three sets of assumptions.

Historical trust fund ratios
Calendar
year
OASI
DI
1990
79%
40%
1991
87%
39%
1992
103%
40%
1993
117%
35%
1994
130%
23%
1995
139%
55%
1996
149%
83%
1997
160%
113%
1998
177%
133%
1999
201%
152%
2000
223%
171%
2001
247%
193%
2002
272%
208%
2003
300%
220%
2004
322%
218%

Projected trust fund ratios
Calendar
year
OASI
DI
I
II
III
I
II
III
2005
341%
341%
341%
219%
215%
209%
2006
364%
362%
358%
221%
213%
196%
2007
388%
384%
374%
224%
211%
180%
2008
413%
404%
389%
227%
206%
163%
2009
437%
422%
395%
227%
197%
139%
2010
458%
437%
394%
233%
192%
116%
2011
478%
449%
394%
241%
186%
93%
2012
496%
458%
394%
248%
178%
70%
2013
511%
464%
395%
257%
171%
46%
2014
523%
468%
392%
267%
162%
22%
2015
533%
469%
387%
277%
154%
1/
2016
541%
468%
380%
288%
145%
1/
2017
546%
464%
370%
299%
136%
1/
2018
549%
459%
357%
311%
126%
1/
2019
551%
452%
343%
324%
116%
1/
2020
550%
443%
327%
338%
106%
1/
2021
549%
433%
309%
351%
95%
1/
2022
546%
422%
290%
363%
83%
1/
2023
543%
409%
270%
373%
69%
1/
2024
539%
396%
249%
384%
55%
1/
2025
534%
381%
226%
393%
39%
1/
2026
528%
365%
203%
401%
22%
1/
2027
521%
348%
178%
412%
4%
1/
2028
513%
330%
152%
426%
1/
1/
2029
505%
311%
124%
440%
1/
1/
2030
498%
292%
97%
456%
1/
1/
2031
489%
272%
68%
472%
1/
1/
2032
481%
251%
38%
490%
1/
1/
2033
473%
230%
7%
506%
1/
1/
2034
466%
209%
1/
522%
1/
1/
2035
459%
187%
1/
538%
1/
1/
2036
453%
165%
1/
555%
1/
1/
2037
447%
143%
1/
573%
1/
1/
2038
441%
120%
1/
591%
1/
1/
2039
436%
97%
1/
608%
1/
1/
2040
432%
74%
1/
623%
1/
1/
2041
428%
50%
1/
638%
1/
1/
2042
424%
27%
1/
652%
1/
1/
2043
421%
2%
1/
665%
1/
1/
2044
417%
1/
1/
678%
1/
1/
2045
415%
1/
1/
692%
1/
1/
2046
412%
1/
1/
707%
1/
1/
2047
409%
1/
1/
723%
1/
1/
2048
406%
1/
1/
739%
1/
1/
2049
404%
1/
1/
756%
1/
1/
2050
402%
1/
1/
772%
1/
1/
2051
399%
1/
1/
788%
1/
1/
2052
397%
1/
1/
804%
1/
1/
2053
394%
1/
1/
821%
1/
1/
2054
392%
1/
1/
838%
1/
1/
2055
390%
1/
1/
855%
1/
1/
2056
387%
1/
1/
874%
1/
1/
2057
384%
1/
1/
895%
1/
1/
2058
381%
1/
1/
916%
1/
1/
2059
379%
1/
1/
937%
1/
1/
2060
376%
1/
1/
959%
1/
1/
2061
374%
1/
1/
981%
1/
1/
2062
371%
1/
1/
1,003%
1/
1/
2063
368%
1/
1/
1,024%
1/
1/
2064
366%
1/
1/
1,045%
1/
1/
2065
363%
1/
1/
1,066%
1/
1/
2066
361%
1/
1/
1,087%
1/
1/
2067
359%
1/
1/
1,109%
1/
1/
2068
356%
1/
1/
1,133%
1/
1/
2069
354%
1/
1/
1,158%
1/
1/
2070
352%
1/
1/
1,181%
1/
1/
2071
350%
1/
1/
1,203%
1/
1/
2072
348%
1/
1/
1,224%
1/
1/
2073
346%
1/
1/
1,246%
1/
1/
2074
344%
1/
1/
1,267%
1/
1/
2075
342%
1/
1/
1,289%
1/
1/
2076
341%
1/
1/
1,310%
1/
1/
2077
339%
1/
1/
1,332%
1/
1/
2078
337%
1/
1/
1,355%
1/
1/
2079
335%
1/
1/
1,377%
1/
1/
2080
333%
1/
1/
1,401%
1/
1/
1/ The trust fund is estimated to be exhausted by the beginning of this year.

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