Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2019-2033), assuming an ultimate 5.2 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2018 | 288 | 288 |
| 2019 | 272 | 272 |
| 2020 | 256 | 256 |
| 2021 | 239 | 240 |
| 2022 | 223 | 224 |
| 2023 | 206 | 208 |
| 2024 | 188 | 192 |
| 2025 | 171 | 176 |
| 2026 | 154 | 160 |
| 2027 | 137 | 144 |
| 2028 | 120 | 129 |
| 2029 | 104 | 113 |
| 2030 | 86 | 97 |
| 2031 | 69 | 80 |
| 2032 | 51 | 63 |
| 2033 | 33 | 45 |
| 2034 | 14 | 27 |
| 2035 | -5 | 7 |
| 2036 | -25 | -12 |
| 2037 | -46 | -33 |
| 2038 | -67 | -54 |
| 2039 | -88 | -76 |
| 2040 | -110 | -98 |
| 2041 | -132 | -121 |
| 2042 | -154 | -145 |
| 2043 | -176 | -169 |
| 2044 | -199 | -193 |
| 2045 | -221 | -217 |
| 2046 | -244 | -242 |
| 2047 | -267 | -267 |
| 2048 | -289 | -292 |
| 2049 | -312 | -318 |
| 2050 | -335 | -344 |
| 2051 | -358 | -370 |
| 2052 | -381 | -397 |
| 2053 | -403 | -424 |
| 2054 | -426 | -452 |
| 2055 | -450 | -479 |
| 2056 | -473 | -508 |
| 2057 | -496 | -536 |
| 2058 | -520 | -566 |
| 2059 | -544 | -596 |
| 2060 | -569 | -627 |
| 2061 | -594 | -658 |
| 2062 | -619 | -691 |
| 2063 | -645 | -724 |
| 2064 | -671 | -758 |
| 2065 | -698 | -793 |
| 2066 | -725 | -829 |
| 2067 | -752 | -865 |
| 2068 | -780 | -903 |
| 2069 | -808 | -941 |
| 2070 | -837 | -980 |
| 2071 | -866 | -1020 |
| 2072 | -896 | -1061 |
| 2073 | -927 | -1104 |
| 2074 | -958 | -1147 |
| 2075 | -990 | -1192 |
| 2076 | -1023 | -1239 |
| 2077 | -1057 | -1287 |
| 2078 | -1092 | -1338 |
| 2079 | -1128 | -1389 |
| 2080 | -1165 | -1443 |
| 2081 | -1202 | -1498 |
| 2082 | -1240 | -1553 |
| 2083 | -1278 | -1611 |
| 2084 | -1316 | -1668 |
| 2085 | -1354 | -1727 |
| 2086 | -1392 | -1786 |
| 2087 | -1430 | -1846 |
| 2088 | -1468 | -1906 |
| 2089 | -1505 | -1967 |
| 2090 | -1543 | -2028 |
| 2091 | -1580 | -2090 |
| 2092 | -1618 | -2152 |
| 2093 | -1655 | -2215 |
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