| Table 2.1 | Financial Status of the Social Security (OASDI) Combined Trust Funds Under the Plan Specified in the President's State of the Union Speech on Jan 19, 1999 | ||||||
| Trust Fund at Beginning of Year | Trust Fund Ratio | ||||||
| Calendar Year |
Total | Bonds | Stock | Percent Stock |
Total | Bonds | Stock |
| (billions of constant 1999 dollars) | (percent of annual cost) | ||||||
| 2000 | 842.7 | 842.7 | -- | -- | 209.1 | 209.1 | -- |
| 2001 | 1,008.8 | 991.6 | 17.1 | 1.7 | 245.4 | 241.2 | |
| 2002 | 1,161.6 | 1,129.4 | 32.2 | 2.8 | 276.6 | 269.0 | |
| 2003 | 1,331.7 | 1,279.6 | 52.0 | 3.9 | 311.0 | 298.8 | |
| 2004 | 1,499.6 | 1,427.2 | 72.4 | 4.6 | 342.8 | 326.3 | |
| 2005 | 1,681.6 | 1,584.7 | 96.9 | 5.8 | 376.0 | 354.3 | |
| 2006 | 1,872.9 | 1,748.5 | 124.4 | 6.6 | 409.2 | 382.0 | |
| 2007 | 2,088.9 | 1,930.5 | 158.4 | 7.6 | 445.3 | 411.5 | |
| 2008 | 2,327.1 | 2,129.0 | 198.1 | 8.5 | 483.1 | 442.0 | |
| 2009 | 2,586.5 | 2,342.4 | 244.2 | 9.4 | 521.3 | 472.1 | |
| 2010 | 2,866.1 | 2,569.3 | 296.8 | 10.4 | 560.4 | 502.4 | |
| 2011 | 3,161.0 | 2,805.7 | 355.3 | 11.2 | 599.6 | 532.2 | |
| 2012 | 3,470.0 | 3,050.0 | 420.0 | 12.1 | 637.3 | 560.2 | |
| 2013 | 3,788.4 | 3,297.9 | 490.6 | 12.9 | 672.9 | 585.7 | |
| 2014 | 4,111.8 | 3,545.1 | 566.7 | 13.8 | 705.8 | 608.5 | |
| 2015 | 4,433.6 | 3,786.3 | 647.3 | 14.6 | 735.1 | 627.8 | |
| 2016 | 4,554.7 | 3,889.7 | 665.0 | 14.6 | 729.2 | 622.7 | |
| 2017 | 4,665.7 | 3,984.5 | 681.2 | 14.6 | 721.2 | 615.9 | |
| 2018 | 4,765.4 | 4,069.6 | 695.7 | 14.6 | 711.4 | 607.6 | |
| 2019 | 4,852.6 | 4,144.1 | 708.5 | 14.6 | 700.2 | 597.9 | |
| 2020 | 4,926.7 | 4,207.4 | 719.3 | 14.6 | 687.8 | 587.4 | |
| 2021 | 4,986.9 | 4,258.8 | 728.1 | 14.6 | 674.5 | 576.0 | |
| 2022 | 5,033.0 | 4,298.2 | 734.8 | 14.6 | 662.3 | 565.6 | |
| 2023 | 5,066.8 | 4,327.0 | 739.8 | 14.6 | 648.9 | 554.1 | |
| 2024 | 5,087.2 | 4,344.4 | 742.7 | 14.6 | 633.2 | 540.7 | |
| 2025 | 5,092.5 | 4,349.0 | 743.5 | 14.6 | 616.8 | 526.8 | |
| 2026 | 5,082.6 | 4,340.6 | 742.1 | 14.6 | 599.9 | 512.3 | |
| 2027 | 5,057.7 | 4,319.2 | 738.4 | 14.6 | 582.7 | 497.6 | |
| 2028 | 5,018.3 | 4,285.6 | 732.7 | 14.6 | 565.6 | 483.0 | |
| 2029 | 4,965.8 | 4,240.8 | 725.0 | 14.6 | 548.3 | 468.2 | |
| 2030 | 4,901.1 | 4,185.5 | 715.6 | 14.6 | 530.9 | 453.4 | |
| 2031 | 4,824.8 | 4,120.3 | 704.4 | 14.6 | 513.1 | 438.2 | |
| 2032 | 4,737.1 | 4,045.5 | 691.6 | 14.6 | 495.1 | 422.8 | |
| 2033 | 4,638.5 | 3,961.3 | 677.2 | 14.6 | 477.1 | 407.5 | |
| 2034 | 4,529.8 | 3,868.4 | 661.3 | 14.6 | 459.3 | 392.3 | |
| 2035 | 4,412.0 | 3,767.8 | 644.1 | 14.6 | 441.7 | 377.2 | |
| 2036 | 4,285.7 | 3,660.0 | 625.7 | 14.6 | 423.9 | 362.0 | |
| 2037 | 4,151.5 | 3,545.4 | 606.1 | 14.6 | 406.0 | 346.7 | |
| 2038 | 4,009.8 | 3,424.3 | 585.4 | 14.6 | 387.9 | 331.3 | |
| 2039 | 3,861.1 | 3,297.3 | 563.7 | 14.6 | 369.7 | 315.8 | |
| 2040 | 3,705.5 | 3,164.5 | 541.0 | 14.6 | 351.4 | 300.1 | |
| 2041 | 3,543.2 | 3,025.9 | 517.3 | 14.6 | 332.7 | 284.1 | |
| 2042 | 3,373.3 | 2,880.8 | 492.5 | 14.6 | 313.5 | 267.8 | |
| 2043 | 3,195.2 | 2,728.7 | 466.5 | 14.6 | 293.9 | 251.0 | |
| 2044 | 3,008.3 | 2,569.1 | 439.2 | 14.6 | 273.8 | 233.8 | |
| 2045 | 2,811.9 | 2,401.3 | 410.5 | 14.6 | 253.1 | 216.2 | |
| 2046 | 2,605.2 | 2,224.9 | 380.4 | 14.6 | 231.9 | 198.1 | |
| 2047 | 2,387.7 | 2,039.1 | 348.6 | 14.6 | 210.2 | 179.5 | |
| 2048 | 2,158.4 | 1,843.3 | 315.1 | 14.6 | 187.8 | 160.4 | |
| 2049 | 1,916.7 | 1,636.8 | 279.8 | 14.6 | 164.8 | 140.7 | |
| 2050 | 1,661.6 | 1,419.0 | 242.6 | 14.6 | 141.1 | 120.5 | |
| 2051 | 1,392.2 | 1,189.0 | 203.3 | 14.6 | 116.7 | 99.7 | |
| 2052 | 1,107.1 | 945.5 | 161.6 | 14.6 | 91.6 | 78.2 | |
| 2053 | 805.0 | 687.5 | 117.5 | 14.6 | 65.7 | 56.1 | |
| 2054 | 484.9 | 414.1 | 70.8 | 14.6 | 39.0 | 33.3 | |
| 2055 | 145.7 | 124.5 | 21.3 | 14.6 | 11.6 | 9.9 | |
| NOTE: Trust fund balances would be
increased by additional changes to fully eliminate the actuarial deficit. All estimates are based on the intermediate assumptions of the 1998 Trustees Report. |
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