Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2015-2029), assuming an ultimate 5.4 percent real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2014 | 320 | 320 |
| 2015 | 306 | 306 |
| 2016 | 292 | 292 |
| 2017 | 277 | 278 |
| 2018 | 262 | 264 |
| 2019 | 248 | 250 |
| 2020 | 233 | 237 |
| 2021 | 219 | 223 |
| 2022 | 203 | 210 |
| 2023 | 187 | 195 |
| 2024 | 171 | 180 |
| 2025 | 154 | 165 |
| 2026 | 137 | 149 |
| 2027 | 119 | 133 |
| 2028 | 101 | 116 |
| 2029 | 83 | 98 |
| 2030 | 64 | 80 |
| 2031 | 44 | 61 |
| 2032 | 23 | 41 |
| 2033 | 2 | 20 |
| 2034 | -20 | -1 |
| 2035 | -42 | -24 |
| 2036 | -65 | -47 |
| 2037 | -88 | -70 |
| 2038 | -112 | -94 |
| 2039 | -136 | -119 |
| 2040 | -160 | -145 |
| 2041 | -185 | -170 |
| 2042 | -210 | -197 |
| 2043 | -235 | -224 |
| 2044 | -260 | -251 |
| 2045 | -285 | -278 |
| 2046 | -310 | -306 |
| 2047 | -336 | -335 |
| 2048 | -362 | -365 |
| 2049 | -388 | -395 |
| 2050 | -415 | -425 |
| 2051 | -442 | -456 |
| 2052 | -468 | -488 |
| 2053 | -495 | -520 |
| 2054 | -523 | -553 |
| 2055 | -550 | -586 |
| 2056 | -578 | -620 |
| 2057 | -606 | -655 |
| 2058 | -635 | -691 |
| 2059 | -664 | -728 |
| 2060 | -694 | -766 |
| 2061 | -725 | -804 |
| 2062 | -756 | -844 |
| 2063 | -787 | -885 |
| 2064 | -819 | -927 |
| 2065 | -852 | -970 |
| 2066 | -885 | -1014 |
| 2067 | -918 | -1058 |
| 2068 | -952 | -1104 |
| 2069 | -987 | -1151 |
| 2070 | -1022 | -1200 |
| 2071 | -1057 | -1249 |
| 2072 | -1094 | -1301 |
| 2073 | -1132 | -1354 |
| 2074 | -1171 | -1408 |
| 2075 | -1210 | -1465 |
| 2076 | -1251 | -1523 |
| 2077 | -1293 | -1583 |
| 2078 | -1335 | -1645 |
| 2079 | -1378 | -1708 |
| 2080 | -1421 | -1772 |
| 2081 | -1464 | -1837 |
| 2082 | -1507 | -1903 |
| 2083 | -1550 | -1970 |
| 2084 | -1593 | -2037 |
| 2085 | -1636 | -2105 |
| 2086 | -1680 | -2175 |
| 2087 | -1724 | -2246 |
| 2088 | -1769 | -2318 |
| 2089 | -1814 | -2392 |
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