Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2012-2026), assuming an ultimate 5.4 percent real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2011 | 353 | 353 |
| 2012 | 347 | 347 |
| 2013 | 341 | 341 |
| 2014 | 334 | 335 |
| 2015 | 328 | 329 |
| 2016 | 321 | 323 |
| 2017 | 314 | 317 |
| 2018 | 306 | 310 |
| 2019 | 296 | 302 |
| 2020 | 284 | 292 |
| 2021 | 272 | 282 |
| 2022 | 259 | 271 |
| 2023 | 245 | 259 |
| 2024 | 230 | 246 |
| 2025 | 214 | 232 |
| 2026 | 198 | 218 |
| 2027 | 181 | 203 |
| 2028 | 164 | 187 |
| 2029 | 145 | 171 |
| 2030 | 127 | 154 |
| 2031 | 107 | 136 |
| 2032 | 87 | 117 |
| 2033 | 67 | 98 |
| 2034 | 46 | 79 |
| 2035 | 25 | 59 |
| 2036 | 4 | 38 |
| 2037 | -18 | 17 |
| 2038 | -40 | -5 |
| 2039 | -62 | -26 |
| 2040 | -85 | -49 |
| 2041 | -108 | -72 |
| 2042 | -130 | -95 |
| 2043 | -153 | -118 |
| 2044 | -176 | -142 |
| 2045 | -200 | -166 |
| 2046 | -223 | -191 |
| 2047 | -247 | -216 |
| 2048 | -271 | -242 |
| 2049 | -295 | -268 |
| 2050 | -319 | -294 |
| 2051 | -343 | -321 |
| 2052 | -368 | -349 |
| 2053 | -393 | -377 |
| 2054 | -418 | -406 |
| 2055 | -443 | -435 |
| 2056 | -468 | -464 |
| 2057 | -494 | -495 |
| 2058 | -521 | -526 |
| 2059 | -548 | -559 |
| 2060 | -575 | -591 |
| 2061 | -602 | -625 |
| 2062 | -630 | -660 |
| 2063 | -659 | -695 |
| 2064 | -687 | -731 |
| 2065 | -716 | -768 |
| 2066 | -746 | -805 |
| 2067 | -775 | -843 |
| 2068 | -805 | -882 |
| 2069 | -835 | -922 |
| 2070 | -866 | -963 |
| 2071 | -897 | -1004 |
| 2072 | -928 | -1047 |
| 2073 | -960 | -1090 |
| 2074 | -992 | -1134 |
| 2075 | -1025 | -1180 |
| 2076 | -1058 | -1227 |
| 2077 | -1092 | -1274 |
| 2078 | -1126 | -1323 |
| 2079 | -1161 | -1373 |
| 2080 | -1196 | -1424 |
| 2081 | -1232 | -1477 |
| 2082 | -1268 | -1530 |
| 2083 | -1305 | -1585 |
| 2084 | -1342 | -1641 |
| 2085 | -1380 | -1698 |
| 2086 | -1419 | -1757 |
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