Table 2d—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
31.1
220.6
77.9
271.9
-1,830.4
489.2
2019
2,297.6
42.2
219.8
99.6
290.9
-1,816.8
480.9
2020
2,263.7
54.5
218.8
120.1
309.2
-1,791.9
471.8
2021
2,218.5
66.4
217.7
117.2
302.2
-1,758.2
460.2
2022
2,162.6
80.2
216.3
128.5
307.0
-1,715.8
446.8
2023
2,096.4
94.9
214.4
138.3
312.9
-1,660.7
435.7
2024
2,020.7
110.3
212.3
144.9
307.9
-1,599.8
420.9
2025
1,936.1
126.4
210.0
149.3
299.5
-1,533.2
402.9
2026
1,843.3
142.5
207.6
154.8
291.3
-1,461.8
381.5
2027
1,743.3
161.4
205.1
197.5
323.6
-1,379.4
363.9
2028
1,637.0
178.5
202.3
210.6
321.7
-1,292.1
344.9
2029
1,525.4
194.7
199.6
216.5
313.4
-1,200.2
325.2
2030
1,409.4
211.0
196.7
220.4
302.0
-1,104.3
305.1
2031
1,289.5
225.8
193.9
226.5
297.3
-1,001.6
288.0
2032
1,166.5
241.0
191.0
210.0
264.8
-896.7
269.8
2033
1,041.2
253.1
188.2
194.9
237.6
-789.1
252.2
2034
914.6
263.9
185.4
180.2
211.7
-679.0
235.6
2035
787.2
273.6
182.7
167.3
190.8
-564.5
222.7
2036
659.9
282.0
180.1
154.9
164.7
-452.8
207.0
2037
533.0
289.1
177.5
141.8
143.0
-340.0
193.0
2038
407.2
295.1
174.9
129.5
123.2
-226.2
181.0
2039
282.7
299.9
172.2
116.8
101.9
-113.3
169.4
2040
159.8
303.8
169.5
105.0
83.0
-1.1
158.7
2041
38.4
306.9
166.9
93.5
64.8
110.2
148.6
2042
-81.4
309.3
164.4
82.6
49.1
221.8
140.4
2043
-199.5
311.0
161.8
72.8
32.5
330.7
131.1
2044
-316.0
311.8
159.3
63.5
17.7
437.5
121.4
2045
-430.8
314.4
156.8
54.7
4.9
545.3
114.5
2046
-544.1
314.3
154.3
46.3
2.5
661.6
117.5
2047
-655.8
313.2
151.8
37.8
2.5
787.7
131.9
2048
-766.0
311.3
149.4
29.8
2.6
922.5
156.6
2049
-874.8
308.7
146.9
21.8
2.7
1,065.2
190.4
2050
-982.4
306.9
144.5
0.1
2.7
1,230.2
247.8
2051
-1,089.0
304.8
142.2
0.0
2.7
1,395.6
306.5
2052
-1,194.8
302.5
139.9
0.0
2.8
1,561.0
366.3
2053
-1,299.7
300.0
137.6
0.0
2.8
1,726.3
426.6
2054
-1,403.9
297.3
135.3
0.0
2.8
1,891.2
487.3
2055
-1,507.4
294.5
133.1
0.0
2.8
2,055.5
548.1
2056
-1,610.3
291.6
130.9
0.0
2.8
2,219.1
608.7
2057
-1,712.7
288.7
128.7
0.0
2.8
2,381.9
669.2
2058
-1,814.4
285.5
126.6
0.0
2.8
2,543.6
729.3
2059
-1,915.3
282.3
124.5
0.0
2.8
2,704.2
788.9
2060
-2,015.6
279.4
122.5
0.0
2.8
2,864.0
848.4
2061
-2,115.1
275.9
120.4
0.0
2.7
3,022.2
907.1
2062
-2,214.1
272.5
118.5
0.0
2.7
3,179.0
964.9
2063
-2,312.6
269.2
116.5
0.0
2.6
3,334.3
1,021.7
2064
-2,410.5
265.7
114.6
0.0
2.6
3,488.0
1,077.5
2065
-2,507.7
262.2
112.7
0.0
2.5
3,640.1
1,132.5
2066
-2,604.1
258.9
110.8
0.0
2.4
3,790.6
1,186.5
2067
-2,699.9
255.6
109.0
0.0
2.3
3,939.6
1,239.6
2068
-2,794.9
252.4
107.2
0.0
2.3
4,087.0
1,292.1
2069
-2,889.1
249.1
105.4
0.0
2.2
4,232.8
1,343.7
2070
-2,982.5
245.7
103.7
0.0
2.1
4,376.9
1,394.4
2071
-3,075.0
242.4
102.0
0.0
2.0
4,519.4
1,444.4
2072
-3,166.6
239.2
100.3
0.0
1.9
4,660.1
1,493.5
2073
-3,257.4
235.9
98.7
0.0
1.8
4,799.2
1,541.8
2074
-3,347.3
232.7
97.0
0.0
1.7
4,936.6
1,589.3
2075
-3,436.4
229.6
95.4
0.0
1.6
5,072.4
1,635.9
2076
-3,524.7
226.5
93.8
0.0
1.5
5,206.5
1,681.9
2077
-3,612.1
223.4
92.3
0.0
1.5
5,339.1
1,727.0
2078
-3,698.7
220.4
90.8
0.0
1.4
5,470.1
1,771.4
Total 2004-78
 
14,764.5
12,023.9
4,194.9
6,923.4
   

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 2.75%
Annuity Net Real Yield Rate of 2.75%.

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

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