Table 2d—Change in Long-Range Trust Fund Assets / Unfunded Obligation
Individual Account Contribution Rate: 4.0%
Benefit Offset: 100.0%
Year
Present Law
OASDI
Trust Fund Assets
or if Negative,
Unfunded Obligation
Through EOY
(1)
Basic
Changes
in OASDI
Cash flow
(2)
Amount (%)
Contributed
to IA by
Federal
Government:
100
(3)
Offset to
OASDI
Benefit
from IA
(4)
General
Fund
Transfers
(5)
Total
Change
Through
EOY1
(6)
Proposal
OASDI
Trust Fund Assets/
Unfunded Obligation
Through EOY
(7)
(Billions of Dollars, Present Value on 1-1-2004)
2005
1,674.6
0.0
0.0
0.0
0.0
0.0
1,674.6
2006
1,759.0
0.0
64.0
0.0
0.0
-64.0
1,695.0
2007
1,845.5
0.0
69.8
0.0
0.0
-133.8
1,711.7
2008
1,930.8
0.0
72.2
0.0
0.0
-206.0
1,724.8
2009
2,008.4
0.0
74.4
0.0
0.0
-280.4
1,728.1
2010
2,080.8
0.0
76.6
0.0
0.0
-356.9
1,723.8
2011
2,148.0
0.0
78.6
0.0
0.0
-435.6
1,712.4
2012
2,205.6
0.0
80.4
0.0
0.0
-516.0
1,689.6
2013
2,252.4
0.0
82.0
0.0
0.0
-598.0
1,654.4
2014
2,289.0
0.0
83.7
0.0
0.0
-681.7
1,607.3
2015
2,314.3
0.0
85.2
0.0
0.0
-766.9
1,547.5
2016
2,327.9
0.0
86.4
0.0
0.0
-853.3
1,474.6
2017
2,329.7
0.0
87.5
0.0
0.0
-940.8
1,388.9
2018
2,319.7
0.0
88.4
0.0
0.0
-1,029.2
1,290.5
2019
2,297.6
0.0
89.0
0.0
0.0
-1,118.2
1,179.4
2020
2,263.7
0.0
89.5
0.0
0.0
-1,207.7
1,056.0
2021
2,218.5
0.0
89.7
0.0
0.0
-1,297.4
921.0
2022
2,162.6
0.0
89.8
1.1
0.0
-1,386.1
776.5
2023
2,096.4
2.5
89.7
3.1
0.0
-1,470.2
626.2
2024
2,020.7
9.7
89.4
5.0
63.6
-1,481.3
539.5
2025
1,936.1
10.9
88.9
7.1
153.0
-1,399.1
536.9
2026
1,843.3
12.9
88.2
9.1
154.0
-1,311.3
532.0
2027
1,743.3
15.1
87.4
11.2
154.9
-1,217.5
525.8
2028
1,637.0
17.3
86.5
13.4
152.4
-1,120.9
516.1
2029
1,525.4
23.4
85.5
15.6
153.2
-1,014.2
511.2
2030
1,409.4
25.3
84.4
17.8
150.8
-904.8
504.6
2031
1,289.5
26.0
83.4
20.0
148.4
-793.8
495.7
2032
1,166.5
26.6
82.3
22.2
149.1
-678.2
488.3
2033
1,041.2
27.5
81.2
24.4
146.8
-560.7
480.5
2034
914.6
28.2
80.1
26.7
144.5
-441.4
473.1
2035
787.2
29.0
79.0
28.9
139.2
-323.3
463.9
2036
659.9
29.9
77.8
31.1
134.2
-205.9
454.0
2037
533.0
30.9
76.6
33.3
129.2
-89.1
444.0
2038
407.2
31.8
75.4
35.5
124.4
27.3
434.5
2039
282.7
32.8
74.2
37.7
116.9
140.5
423.2
2040
159.8
33.8
73.1
39.9
112.4
253.5
413.2
2041
38.4
34.9
72.0
42.0
105.2
363.6
402.1
2042
-81.4
36.0
70.8
44.1
100.9
473.9
392.5
2043
-199.5
37.1
69.7
46.2
94.1
581.6
382.0
2044
-316.0
38.2
68.7
48.2
87.5
686.9
370.8
2045
-430.8
39.3
67.6
50.2
81.1
789.9
359.1
2046
-544.1
40.4
66.5
52.2
77.3
893.3
349.3
2047
-655.8
41.5
65.4
54.0
73.6
997.0
341.2
2048
-766.0
42.5
64.4
55.7
65.2
1,096.1
330.1
2049
-874.8
43.4
63.4
57.4
61.8
1,195.3
320.5
2050
-982.4
44.3
62.3
59.4
58.4
1,295.1
312.7
2051
-1,089.0
45.0
61.3
61.1
52.9
1,392.9
303.8
2052
-1,194.8
45.7
60.3
62.7
49.7
1,490.8
296.0
2053
-1,299.7
46.4
59.3
64.3
44.5
1,586.7
287.0
2054
-1,403.9
46.9
58.3
65.9
41.6
1,682.7
278.8
2055
-1,507.4
47.5
57.4
67.4
38.7
1,778.9
271.5
2056
-1,610.3
47.9
56.4
68.9
36.0
1,875.3
265.0
2057
-1,712.7
48.3
55.5
70.4
31.2
1,969.7
257.1
2058
-1,814.4
48.6
54.6
71.9
28.7
2,064.4
250.0
2059
-1,915.3
48.9
53.7
73.4
26.2
2,159.2
243.9
2060
-2,015.6
49.2
52.8
74.9
21.8
2,252.3
236.7
2061
-2,115.1
49.5
51.9
76.4
19.5
2,345.8
230.7
2062
-2,214.1
49.9
51.1
77.8
15.3
2,437.7
223.6
2063
-2,312.6
50.3
50.2
79.0
15.1
2,531.9
219.3
2064
-2,410.5
50.6
49.4
78.6
13.0
2,624.6
214.1
2065
-2,507.7
50.9
48.6
78.0
12.8
2,717.7
210.1
2066
-2,604.1
51.2
47.8
77.4
10.7
2,809.4
205.2
2067
-2,699.9
51.5
47.0
76.8
10.6
2,901.2
201.3
2068
-2,794.9
51.7
46.2
76.0
8.7
2,991.4
196.5
2069
-2,889.1
52.0
45.5
75.3
8.5
3,081.7
192.6
2070
-2,982.5
52.1
44.7
74.4
8.4
3,172.0
189.5
2071
-3,075.0
52.3
44.0
73.6
6.6
3,260.5
185.6
2072
-3,166.6
52.5
43.3
72.7
6.5
3,349.0
182.3
2073
-3,257.4
52.6
42.5
71.8
4.8
3,435.6
178.2
2074
-3,347.3
52.7
41.8
70.8
4.7
3,522.0
174.7
2075
-3,436.4
52.9
41.1
69.8
4.6
3,608.2
171.8
2076
-3,524.7
53.0
40.5
68.8
3.0
3,692.5
167.9
2077
-3,612.1
53.0
39.8
67.8
3.0
3,776.6
164.5
2078
-3,698.7
53.1
39.1
66.8
2.9
3,860.3
161.7
Total 2004-78
 
2,217.4
4,925.0
2,905.7
3,662.2
   

1Total change equals total change from the prior year + Column(2) - Column(3) + Column(4) + Column (5).

Based on the Intermediate Assumptions of the 2004 Trustees Report
With Ultimate Real Trust Fund Interest Rate of 3.0%
Benefit Offset Real Yield Rate Set at 3.0%
Benefit Offset Real Discount Rate Set at 3.0%

Office of the Actuary
Social Security Administration
March 9, 2005

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