Table 1d—Change in Long-Range Trust Fund Assets / Unfunded Obligation
Individual Account Contribution Rate: 6.2%
Benefit Offset: 0.0%
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)
Recognition
Bond
Distributions
(4)
General
Fund
Transfers1
(5)
Total Change
Through EOY
(6)=
(2)-(3)-(4)+(5)
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
175.8
0.0
0.0
-175.8
1,498.9
2006
1,759.0
0.0
191.2
0.0
0.0
-367.0
1,392.1
2007
1,845.5
0.0
196.5
0.0
0.0
-563.4
1,282.1
2008
1,930.8
0.0
201.0
0.0
0.0
-764.4
1,166.4
2009
2,008.4
0.0
205.2
0.0
0.0
-969.6
1,038.8
2010
2,080.8
0.0
208.9
0.0
0.0
-1,178.5
902.3
2011
2,148.0
0.0
212.5
0.0
0.0
-1,391.0
757.0
2012
2,205.6
2.6
214.8
0.0
0.0
-1,603.2
602.4
2013
2,252.4
3.4
216.1
0.0
62.1
-1,753.8
498.6
2014
2,289.0
4.7
218.4
0.0
180.0
-1,787.5
501.5
2015
2,314.3
6.8
219.4
0.0
190.0
-1,810.1
504.2
2016
2,327.9
12.6
220.3
33.9
223.6
-1,828.1
499.8
2017
2,329.7
21.3
220.7
55.7
248.2
-1,835.0
494.7
2018
2,319.7
31.2
220.6
77.9
271.9
-1,830.4
489.3
2019
2,297.6
42.3
219.8
99.6
290.9
-1,816.7
480.9
2020
2,263.7
54.6
218.8
120.1
309.1
-1,791.9
471.9
2021
2,218.5
66.4
217.7
117.2
302.2
-1,758.1
460.3
2022
2,162.6
80.3
216.3
128.5
307.0
-1,715.6
446.9
2023
2,096.4
95.0
214.4
138.3
309.2
-1,664.1
432.3
2024
2,020.7
110.4
212.3
144.9
307.8
-1,603.1
417.6
2025
1,936.1
126.5
210.0
149.3
302.8
-1,533.0
403.1
2026
1,843.3
142.7
207.6
154.8
291.1
-1,461.5
381.8
2027
1,743.3
161.7
205.1
197.5
323.5
-1,378.9
364.4
2028
1,637.0
178.8
202.3
210.6
321.6
-1,291.5
345.4
2029
1,525.4
195.0
199.6
216.5
313.2
-1,199.4
326.0
2030
1,409.4
211.5
196.7
220.4
301.8
-1,103.3
306.1
2031
1,289.5
226.3
193.9
226.5
293.9
-1,003.5
286.0
2032
1,166.5
241.6
191.0
210.0
264.5
-898.3
268.2
2033
1,041.2
253.8
188.2
194.9
239.0
-788.5
252.7
2034
914.6
264.7
185.4
180.2
211.3
-678.0
236.5
2035
787.2
274.6
182.7
167.3
187.4
-566.1
221.2
2036
659.9
283.0
180.1
154.9
164.1
-453.9
206.0
2037
533.0
290.3
177.5
141.8
141.6
-341.4
191.6
2038
407.2
296.4
174.9
129.5
122.5
-226.9
180.3
2039
282.7
301.3
172.2
116.8
99.2
-115.4
167.4
2040
159.8
305.4
169.5
105.0
81.3
-3.2
156.6
2041
38.4
308.7
166.9
93.5
63.9
109.0
147.4
2042
-81.4
311.2
164.4
82.6
46.2
219.6
138.2
2043
-199.5
313.0
161.8
72.8
30.7
328.7
129.1
2044
-316.0
314.0
159.3
63.5
14.5
434.5
118.5
2045
-430.8
316.9
156.8
54.7
2.4
542.3
111.4
2046
-544.1
316.9
154.3
46.3
1.1
659.7
115.6
2047
-655.8
316.0
151.8
37.8
1.1
787.2
131.4
2048
-766.0
314.3
149.4
29.8
1.1
923.4
157.5
2049
-874.8
311.8
146.9
21.8
1.0
1,067.6
192.7
2050
-982.4
310.1
144.5
0.1
1.0
1,234.1
251.6
2051
-1,089.0
308.2
142.2
0.0
1.0
1,401.0
312.0
2052
-1,194.8
306.0
139.9
0.0
0.9
1,568.2
373.4
2053
-1,299.7
303.6
137.6
0.0
0.9
1,735.1
435.4
2054
-1,403.9
301.1
135.3
0.0
0.9
1,901.7
497.9
2055
-1,507.4
298.3
133.1
0.0
0.8
2,067.8
560.4
2056
-1,610.3
295.5
130.9
0.0
0.8
2,233.2
622.9
2057
-1,712.7
292.6
128.7
0.0
0.8
2,397.9
685.2
2058
-1,814.4
289.5
126.6
0.0
0.7
2,561.5
747.2
2059
-1,915.3
286.3
124.5
0.0
0.7
2,724.0
808.7
2060
-2,015.6
283.5
122.5
0.0
0.7
2,885.6
870.1
2061
-2,115.1
279.9
120.4
0.0
0.6
3,045.8
930.6
2062
-2,214.1
276.5
118.5
0.0
0.6
3,204.4
990.2
2063
-2,312.6
273.1
116.5
0.0
0.6
3,361.5
1,048.9
2064
-2,410.5
269.6
114.6
0.0
0.5
3,517.1
1,106.6
2065
-2,507.7
266.0
112.7
0.0
0.5
3,670.9
1,163.3
2066
-2,604.1
262.5
110.8
0.0
0.5
3,823.1
1,219.0
2067
-2,699.9
259.1
109.0
0.0
0.5
3,973.8
1,273.8
2068
-2,794.9
255.8
107.2
0.0
0.4
4,122.8
1,327.9
2069
-2,889.1
252.4
105.4
0.0
0.4
4,270.2
1,381.1
2070
-2,982.5
249.0
103.7
0.0
0.4
4,415.9
1,433.4
2071
-3,075.0
245.5
102.0
0.0
0.4
4,559.8
1,484.8
2072
-3,166.6
242.1
100.3
0.0
0.3
4,701.9
1,535.3
2073
-3,257.4
238.8
98.7
0.0
0.3
4,842.3
1,584.9
2074
-3,347.3
235.4
97.0
0.0
0.3
4,981.0
1,633.7
2075
-3,436.4
232.1
95.4
0.0
0.3
5,118.0
1,681.6
2076
-3,524.7
228.9
93.8
0.0
0.3
5,253.3
1,728.6
2077
-3,612.1
225.7
92.3
0.0
0.2
5,387.0
1,774.9
2078
-3,698.7
222.6
90.8
0.0
0.2
5,519.0
1,820.3
Total
2004-2078
 
14,897.9
12,023.9
4,194.9
6,839.5
   

1Include reimbursement for minimum benefit.

Based on Intermediate Assumptions of the 2004 Trustees Report With--
Ultimate Real Trust Fund Interest Rate of 3.0%
Ultimate Real IA Yield Rate of 4.65%
Annuity Net Real Yield Rate of 3.0%.

Office of the Chief Actuary
Social Security Administration
February 11, 2005

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