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1994-96 Advisory Council Report

  
 
Table Stock. Estimated Gross Stock Holdings in Current Dollars Under the MB, IA, and PSA Plans
 
   

MB Plan: Aggregate Holdings of the OASDI Trust Funds

   1.6% IA Plan: Aggregate Holdings in Individual Accounts   5% PSA Plan: Aggregate Holdings in Personal Security Accounts
       
End      
of                  

Year

 

 

Total

Stocks

%Stocks**

Total*

Stocks

%Stocks**

Total*

Stocks

%Stocks**
   

(bil)

(bil)

 

 

 

 

(bil)

(bil)

 

 

 

 

(bil)

(bil)

 

 
1996   577 0 0.0   0 0 0.0   0 0 0.0
1997   659 0 0.0   0 0 0.0   0 0 0.0
1998   752 0 0.0   55 26 48.0   150 80 53.0
1999   855 0 0.0   117 56 47.9   324 171 52.8
2000   970 26 2.7   186 89 47.8   524 276 52.6
2001   1101 59 5.3   264 126 47.6   753 395 52.4
2002   1248 100 8.0   350 166 47.5   1016 530 52.2
2003   1413 151 10.7   446 211 47.4   1313 683 52.0
2004   1599 213 13.3   552 261 47.3   1650 855 51.8
2005   1806 289 16.0   669 315 47.1   2021 1043 51.6
2006   2038 380 18.7   797 375 47.0   2433 1251 51.4
2007   2295 490 21.3   936 439 46.9   2889 1479 51.2
2008   2574 618 24.0   1088 509 46.8   3391 1729 51.0
2009   2875 767 26.7   1253 584 46.6   3941 2002 50.8
2010   3203 939 29.3   1432 666 46.5   4545 2300 50.6
2011   3559 1139 32.0   1627 755 46.4   5208 2625 50.4
2012   3944 1367 34.7   1839 851 46.3   5936 2980 50.2
2013   4357 1627 37.3   2070 955 46.1   6730 3365 50.0
2014   4798 1919 40.0   2321 1068 46.0   7601 3785 49.8
2015   5263 2105 40.0   2593 1190 45.9   8551 4241 49.6
2016   5751 2300 40.0   2888 1321 45.8   9585 4735 49.4
2017   6260 2504 40.0   3207 1463 45.6   10706 5267 49.2
2018   6789 2716 40.0   3552 1616 45.5   11921 5841 49.0
2019   7337 2935 40.0   3925 1781 45.4   13236 6459 48.8
2020   7899 3160 40.0   4326 1958 45.3   14658 7124 48.6
                         
2025   10899 4360 40.0   6850 3057 44.6   23658 11261 47.6
2030   14166 5666 40.0   10462 4603 44.0   36695 17100 46.6
2035   17825 7130 40.0   15564 6751 43.4   55333 25232 45.6
2040   22199 8879 40.0   22726 9772 43.0   81638 36737 45.0
2045   28101 11240 40.0   33181 14268 43.0   118335 53251 45.0
2050   38870 15548 40.0   48540 20872 43.0   169233 76155 45.0
2055   52849 21140 40.0   71147 30593 43.0   239981 107991 45.0
2060   70413 28165 40.0   104508 44938 43.0   338881 152496 45.0
2065   92333 36933 40.0   153844 66153 43.0   478355 215260 45.0
2070   119741 47896 40.0   226922 97576 43.0   676351 304358 45.0 
 
Table Stock. Estimated Gross Stock Holdings in Constant 1996 Dollars Under the MB, IA, and PSA Plans
 
   

MB Plan: Aggregate Holdings of the OASDI Trust Funds

   1.6% IA Plan: Aggregate Holdings in Individual Accounts   5% PSA Plan: Aggregate Holdings in Personal Security Accounts
       
End      
of                    

Year

 

 

Total

Stocks

%Stocks**

 

 

Total*

Stocks

%Stocks**

 

 

Total*

Stocks

%Stocks**

 

 

 

 

(bil)

(bil)

 

 

 

 

(bil)

(bil)

 

 

 

 

(bil)

(bil)

 

 
1996   577 0 0.0   0 0 0.0   0 0 0.0
1997   639 0 0.0   0 0 0.0   0 0 0.0
1998   707 0 0.0   52 25 48.0   141 75 53.0
1999   778 0 0.0   107 51 47.9   295 156 52.8
2000   854 23 2.7   164 78 47.8   461 243 52.6
2001   935 50 5.3   224 107 47.6   639 335 52.4
2002   1021 82 8.0   286 136 47.5   831 434 52.2
2003   1114 119 10.7   352 167 47.4   1035 538 52.0
2004   1214 162 13.3   419 198 47.3   1253 649 51.8
2005   1322 212 16.0   490 231 47.1   1479 763 51.6
2006   1438 268 18.7   562 264 47.0   1716 882 51.4
2007   1560 333 21.3   636 298 46.9   1963 1005 51.2
2008   1686 405 24.0   712 333 46.8   2221 1133 51.0
2009   1814 484 26.7   791 369 46.6   2487 1263 50.8
2010   1947 571 29.3   871 405 46.5   2763 1398 50.6
2011   2085 667 32.0   953 442 46.4   3051 1538 50.4
2012   2226 772 34.7   1038 480 46.3   3351 1682 50.2
2013   2370 885 37.3   1126 519 46.1   3661 1830 50.0
2014   2515 1006 40.0   1216 560 46.0   3984 1984 49.8
2015   2658 1063 40.0   1309 601 45.9   4318 2142 49.6
2016   2799 1119 40.0   1405 643 45.8   4664 2304 49.4
2017   2935 1174 40.0   1504 686 45.6   5020 2470 49.2
2018   3067 1227 40.0   1605 730 45.5   5386 2639 49.0
2019   3194 1277 40.0   1709 775 45.4   5762 2812 48.8
2020   3313 1325 40.0   1815 821 45.3   6148 2988 48.6
                         
2025   3797 1519 40.0   2386 1065 44.6   8242 3923 47.6
2030   4099 1640 40.0   3027 1332 44.0   10618 4948 46.6
2035   4284 1714 40.0   3741 1623 43.4   13299 6064 45.6
2040   4432 1773 40.0   4537 1951 43.0   16298 7334 45.0
2045   4660 1864 40.0   5502 2366 43.0   19622 8830 45.0
2050   5353 2141 40.0   6685 2875 43.0   23308 10488 45.0
2055   6046 2418 40.0   8139 3500 43.0   27452 12353 45.0
2060   6690 2676 40.0   9930 4270 43.0   32198 14489 45.0
2065   7287 2915 40.0   12141 5221 43.0   37751 16988 45.0
2070   7849 3140 40.0   14874 6396 43.0   44334 19950 45.0

* IA accumulations are assumed to be disbursed at retirement age for the purchase of life annuities. PSA accumulations are assumed to be retained in PSAs past retirement age. Because purchase of annuities is not required, annual disbursements approximating annuitization are assumed.

** Percent of Trust Fund assets held at end of each year under the MB plan is specified under the plan. Percent of aggregate IAs held in stocks declines as balances for older account holders increase. Percent of aggregate PSAs held in stocks declines as balances for older account holders increase.

Note: Assumed 7.0 percent average real yield for future stock holdings is specified by the Advisory Council, as are distributions of assets held by account holders. All other assumptions are based on the intermediate assumptions of the 1995 OASDI Trustees Report, modified for 0.21% slower ultimate CPI growth.

Office of the Actuary
Social Security Administration
25-Oct-96 

 
 
 
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