Table 3
| | 30% of | Total | Percentag | | | Difference |
|
| | Previous | Value | of Stocks | | | Between % Limi |
|
| | Year's | Stocks | Owned by | | Total Market | Stock Owned |
|
| | Social | Owned by | Social | | Value of Given | by Social |
|
| | Security | Social | Security | % Limit on | % of Stocks | Security & |
|
| | Surplus | Security | (Beginnin | Ownership | (Limit on Amnt. | Actual Value o |
|
| | Invested | (Beginning | of Year) | of Stocks | Owned by Social | Stocks owned b |
|
| | in Stocks | of Year) | (By Marke | by Social | Security | Social Securit |
|
| | bil. $ | bil. $ | Value) | Security | ($ Billion) | ($ Billion) |
|
| | | | | | | |
|
| | | | | | | |
|
| | | | | | | |
|
| 1997 | | | | | | |
| 1998 | | | | | | |
| 1999 | 29.70 | 29.70 | 0.40% | 10.00% | 746.11 | (716.41) |
| 2000 | 26.07 | 55.77 | 0.69% | 10.00% | 810.66 | (754.89) |
| 2001 | 28.79 | 93.96 | 1.07% | 10.00% | 880.80 | (786.84) |
| 2002 | 29.97 | 139.75 | 1.46% | 10.00% | 957.01 | (817.26) |
| 2003 | 25.91 | 189.15 | 1.82% | 10.00% | 1,039.81 | (850.65) |
| 2004 | 27.73 | 248.63 | 2.20% | 10.00% | 1,129.77 | (881.14) |
| 2005 | 29.83 | 320.13 | 2.61% | 10.00% | 1,227.52 | (907.39) |
| 2006 | 31.91 | 405.61 | 3.04% | 10.00% | 1,333.72 | (928.11) |
| 2007 | 33.59 | 506.97 | 3.50% | 10.00% | 1,449.11 | (942.14) |
| 2008 | 35.38 | 626.93 | 3.98% | 10.00% | 1,574.49 | (947.56) |
| 2009 | 37.31 | 768.68 | 4.49% | 10.00% | 1,710.71 | (942.04) |
| 2010 | 39.33 | 935.86 | 5.03% | 10.00% | 1,858.72 | (922.86) |
| 2011 | 0.00 | 1,091.29 | 5.40% | 10.00% | 2,019.54 | (928.25) |
| 2012 | 0.00 | 1,272.26 | 5.80% | 10.00% | 2,194.27 | (922.01) |
| 2013 | 0.00 | 1,482.92 | 6.22% | 10.00% | 2,384.12 | (901.20) |
| 2014 | 0.00 | 1,728.08 | 6.67% | 10.00% | 2,590.39 | (862.31) |
| 2015 | 0.00 | 2,013.36 | 7.15% | 10.00% | 2,814.51 | (801.15) |
| 2016 | 0.00 | 2,345.22 | 7.67% | 10.00% | 3,058.02 | (712.80) |
| 2017 | 0.00 | 2,731.20 | 8.22% | 10.00% | 3,322.60 | (591.40) |
| 2018 | 0.00 | 3,180.02 | 8.81% | 10.00% | 3,610.07 | (430.05) |
| 2019 | 0.00 | 3,701.82 | 9.44% | 10.00% | 3,922.41 | (220.59) |
| 2020 | 0.00 | 4,308.31 | 10.11% | 10.00% | 4,261.77 | 46.54 |
| 2021 | 0.00 | 4,966.57 | 10.73% | 10.00% | 4,630.50 | 336.07 |
| 2022 | 0.00 | 5,441.76 | 10.82% | 10.00% | 5,031.13 | 410.63 |
| 2023 | 0.00 | 5,918.67 | 10.83% | 10.00% | 5,466.42 | 452.25 |
| 2024 | 0.00 | 6,430.28 | 10.83% | 10.00% | 5,939.37 | 490.91 |
| 2025 | 0.00 | 6,905.15 | 10.70% | 10.00% | 6,453.25 | 451.90 |
| 2026 | 0.00 | 7,501.00 | 10.70% | 10.00% | 7,011.58 | 489.42 |
| 2027 | 0.00 | 8,148.26 | 10.70% | 10.00% | 7,618.22 | 530.05 |
| 2028 | 0.00 | 8,851.38 | 10.69% | 10.00% | 8,277.34 | 574.04 |
| 2029 | 0.00 | 9,615.18 | 10.69% | 9.00% | 8,094.14 | 1,521.04 |
| 2030 | 0.00 | 9,400.40 | 9.62% | 8.00% | 7,817.28 | 1,583.11 |
| 2031 | 0.00 | 9,076.95 | 8.55% | 7.00% | 7,431.93 | 1,645.03 |
| 2032 | 0.00 | 8,627.70 | 7.48% | 6.00% | 6,921.37 | 1,706.32 |
| 2033 | 0.00 | 8,033.31 | 6.41% | 5.00% | 6,266.84 | 1,766.48 |
| 2034 | 0.00 | 7,272.11 | 5.34% | 4.00% | 5,447.23 | 1,824.87 |
| 2035 | 0.00 | 6,319.71 | 4.27% | 3.00% | 4,438.89 | 1,880.82 |
| 2036 | 0.00 | 5,148.80 | 3.20% | 3.00% | 4,822.95 | 325.85 |
| 2037 | 0.00 | 5,593.10 | 3.20% | 2.50% | 4,366.85 | 1,226.25 |
| 2038 | 0.00 | 5,063.13 | 2.67% | 2.50% | 4,744.67 | 318.46 |
| 2039 | 0.00 | 5,500.05 | 2.67% | 2.50% | 5,155.18 | 344.87 |
| 2040 | 0.00 | 5,974.67 | 2.67% | 2.00% | 4,480.96 | 1,493.71 |
| 2041 | 0.00 | 5,192.20 | 2.13% | 2.00% | 4,868.65 | 323.55 |
| 2042 | 0.00 | 5,640.26 | 2.13% | 2.00% | 5,289.89 | 350.38 |
| 2043 | 0.00 | 6,126.99 | 2.13% | 2.00% | 5,747.57 | 379.42 |
| 2044 | 0.00 | 6,655.72 | 2.13% | 2.00% | 6,244.84 | 410.88 |
| 2045 | 0.00 | 7,230.08 | 2.13% | 2.00% | 6,785.14 | 444.94 |
| 2046 | 0.00 | 7,854.01 | 2.13% | 2.00% | 7,372.19 | 481.82 |
| 2047 | 0.00 | 8,531.79 | 2.13% | 2.00% | 8,010.03 | 521.76 |
| 2048 | 0.00 | 9,268.05 | 2.13% | 2.00% | 8,703.05 | 565.00 |
| 2049 | 0.00 | 10,067.86 | 2.13% | 1.50% | 7,092.03 | 2,975.83 |
| 2050 | 0.00 | 8,202.51 | 1.60% | 1.50% | 7,705.63 | 496.89 |
| 2051 | 0.00 | 8,910.37 | 1.60% | 1.50% | 8,372.31 | 538.06 |
| 2052 | 0.00 | 9,679.32 | 1.60% | 1.50% | 9,096.68 | 582.64 |
| 2053 | 0.00 | 10,514.63 | 1.60% | 1.50% | 9,883.72 | 630.90 |
| 2054 | 0.00 | 11,422.02 | 1.60% | 1.50% | 10,738.86 | 683.16 |
| 2055 | 0.00 | 12,407.73 | 1.60% | 1.50% | 11,667.98 | 739.75 |
| 2056 | 0.00 | 13,478.50 | 1.59% | 1.50% | 12,677.49 | 801.02 |
| 2057 | 0.00 | 14,641.69 | 1.59% | 1.50% | 13,774.34 | 867.35 |
| 2058 | 0.00 | 15,905.26 | 1.59% | 1.50% | 14,966.09 | 939.17 |
| 2059 | 0.00 | 17,277.89 | 1.59% | 1.50% | 16,260.95 | 1,016.94 |
| 2060 | 0.00 | 18,768.97 | 1.59% | 1.00% | 11,778.56 | 6,990.41 |
| 2061 | 0.00 | 13,592.50 | 1.06% | 1.00% | 12,797.63 | 794.86 |
| 2062 | 0.00 | 14,765.54 | 1.06% | 1.00% | 13,904.88 | 860.66 |
| 2063 | 0.00 | 16,039.82 | 1.06% | 1.00% | 15,107.92 | 931.90 |
| 2064 | 0.00 | 17,424.08 | 1.06% | 1.00% | 16,415.05 | 1,009.02 |
| 2065 | 0.00 | 18,927.81 | 1.06% | 1.00% | 17,835.28 | 1,092.53 |
| 2066 | 0.00 | 20,561.31 | 1.06% | 1.00% | 19,378.38 | 1,182.93 |
| 2067 | 0.00 | 22,335.80 | 1.06% | 1.00% | 21,054.99 | 1,280.81 |
| 2068 | 0.00 | 24,263.43 | 1.06% | 1.00% | 22,876.65 | 1,386.78 |
| 2069 | 0.00 | 26,357.44 | 1.06% | 0.50% | 12,427.97 | 13,929.47 |
| 2070 | 0.00 | 14,316.08 | 0.53% | 0.50% | 13,503.23 | 812.85 |
| 2071 | 0.00 | 15,551.61 | 0.53% | 0.50% | 14,671.52 | 880.09 |
| 2072 | 0.00 | 16,893.77 | 0.53% | 0.50% | 15,940.89 | 952.87 |
| 2073 | 0.00 | 18,351.77 | 0.53% | 0.50% | 17,320.09 | 1,031.67 |
| 2074 | 0.00 | 19,935.60 | 0.53% | 0.50% | 18,818.62 | 1,116.98 |
| 2075 | 0.00 | 21,656.13 | 0.53% | 0.50% | 20,446.80 | 1,209.34 |
| | | | | Dividends | Dividends | | Average |
|
| | | | Number | Paid on | Paid on | Value of | Interest |
|
| | | Revised Valu | of Shares | Stocks | Stocks | Stocks | Rate Paid |
|
| | | Stocks Owned | Owned by | Owned by | Owned by | Owned by | on Assets |
|
| | Amount | by Social | Social | Social | Social | Social | to Social |
|
| | Available | Security onc | Security | Security | Security | Security | Security |
|
| | Reduce U.S | % limit on | (Beginnin | bil. $ | bil. $ | (End | (*)Ave. 1998-2 |
|
| | Federal De | Ownership Hi | of Year) | (# Shares * | (Market Value * | of Year) | For Period |
|
| | ($ Billion | ($ Billion) | millions | Dividend/Sha | % pd. as Dividen | bil. $ | 2021-2075 |
|
| | | | | | | | |
|
| | | | | | | | |
|
| | | | | | | | |
|
| 1997 | | | | | | | |
| 1998 | | | | | | | 6.53% |
| 1999 | | | 0.90 | 5.02 | 5.02 | 34.72 | 6.40% |
| 2000 | | | 1.71 | 9.40 | 9.40 | 65.17 | 6.40% |
| 2001 | | | 2.91 | 15.82 | 15.82 | 109.78 | 6.60% |
| 2002 | | | 4.36 | 23.49 | 23.49 | 163.24 | 6.85% |
| 2003 | | | 5.95 | 31.75 | 31.75 | 220.90 | 6.92% |
| 2004 | | | 7.89 | 41.67 | 41.67 | 290.30 | 6.92% |
| 2005 | | | 10.24 | 53.57 | 53.57 | 373.70 | 6.88% |
| 2006 | | | 13.09 | 67.77 | 67.77 | 473.38 | 6.85% |
| 2007 | | | 16.50 | 84.58 | 84.58 | 591.56 | 6.80% |
| 2008 | | | 20.58 | 104.43 | 104.43 | 731.37 | 6.70% |
| 2009 | | | 25.44 | 127.85 | 127.85 | 896.53 | 6.62% |
| 2010 | | | 31.24 | 155.43 | 155.43 | 1,091.29 | 6.53% |
| 2011 | | | 36.74 | 180.97 | 180.97 | 1,272.26 | 6.45% |
| 2012 | | | 43.20 | 210.66 | 210.66 | 1,482.92 | 6.38% |
| 2013 | | | 50.79 | 245.17 | 245.17 | 1,728.08 | 6.43% |
| 2014 | | | 59.69 | 285.27 | 285.27 | 2,013.36 | 6.49% |
| 2015 | | | 70.14 | 331.86 | 331.86 | 2,345.22 | 6.57% |
| 2016 | | | 82.39 | 385.98 | 385.98 | 2,731.20 | 6.68% |
| 2017 | | | 96.77 | 448.83 | 448.83 | 3,180.02 | 6.82% |
| 2018 | | | 113.64 | 521.79 | 521.79 | 3,701.82 | 7.08% |
| 2019 | | | 133.42 | 606.50 | 606.50 | 4,308.31 | 7.54% |
| 2020 | 46.54 | 4,261.77 | 156.60 | 704.80 | 704.80 | 4,966.57 | 6.70% |
| 2021 | 336.07 | 4,630.50 | 182.07 | 811.26 | 811.26 | 5,441.76 | 6.70% |
| 2022 | 410.63 | 5,031.13 | 201.20 | 887.54 | 887.54 | 5,918.67 | 6.70% |
| 2023 | 452.25 | 5,466.42 | 220.70 | 963.86 | 963.86 | 6,430.28 | 6.70% |
| 2024 | 490.91 | 5,939.37 | 223.37 | 965.78 | 1,045.60 | 6,905.15 | 6.70% |
| 2025 | 451.90 | 6,453.25 | 244.77 | 1,047.75 | 1,121.12 | 7,501.00 | 6.70% |
| 2026 | 489.42 | 7,011.58 | 268.22 | 1,136.68 | 1,216.03 | 8,148.26 | 6.70% |
| 2027 | 530.05 | 7,618.22 | 293.91 | 1,233.17 | 1,318.96 | 8,851.38 | 6.70% |
| 2028 | 574.04 | 8,277.34 | 322.07 | 1,337.84 | 1,430.62 | 9,615.18 | 6.70% |
| 2029 | 1,521.04 | 8,094.14 | 317.63 | 1,306.25 | 1,551.72 | 9,400.40 | 6.70% |
| 2030 | 1,583.11 | 7,817.28 | 309.39 | 1,259.67 | 1,514.77 | 9,076.95 | 6.70% |
| 2031 | 1,645.03 | 7,431.93 | 296.65 | 1,195.77 | 1,460.45 | 8,627.70 | 6.70% |
| 2032 | 1,706.32 | 6,921.37 | 278.63 | 1,111.94 | 1,386.07 | 8,033.31 | 6.70% |
| 2033 | 1,766.48 | 6,266.84 | 254.44 | 1,005.27 | 1,288.63 | 7,272.11 | 6.70% |
| 2034 | 1,824.87 | 5,447.23 | 223.05 | 872.48 | 1,164.77 | 6,319.71 | 6.70% |
| 2035 | 1,880.82 | 4,438.89 | 183.32 | 709.90 | 1,010.69 | 5,148.80 | 6.70% |
| 2036 | 325.85 | 4,822.95 | 200.88 | 770.16 | 822.19 | 5,593.10 | 6.70% |
| 2037 | 1,226.25 | 4,366.85 | 183.44 | 696.27 | 891.79 | 5,063.13 | 6.70% |
| 2038 | 318.46 | 4,744.67 | 201.01 | 755.37 | 806.07 | 5,500.05 | 6.70% |
| 2039 | 344.87 | 5,155.18 | 220.27 | 819.49 | 874.31 | 5,974.67 | 6.70% |
| 2040 | 1,493.71 | 4,480.96 | 193.10 | 711.24 | 948.33 | 5,192.20 | 6.70% |
| 2041 | 323.55 | 4,868.65 | 211.60 | 771.61 | 822.89 | 5,640.26 | 6.70% |
| 2042 | 350.38 | 5,289.89 | 231.87 | 837.10 | 892.55 | 6,126.99 | 6.70% |
| 2043 | 379.42 | 5,747.57 | 254.09 | 908.16 | 968.11 | 6,655.72 | 6.70% |
| 2044 | 410.88 | 6,244.84 | 278.43 | 985.24 | 1,050.07 | 7,230.08 | 6.70% |
| 2045 | 444.94 | 6,785.14 | 305.10 | 1,068.87 | 1,138.96 | 7,854.01 | 6.70% |
| 2046 | 481.82 | 7,372.19 | 334.33 | 1,159.60 | 1,235.38 | 8,531.79 | 6.70% |
| 2047 | 521.76 | 8,010.03 | 366.36 | 1,258.02 | 1,339.97 | 9,268.05 | 6.70% |
| 2048 | 565.00 | 8,703.05 | 401.46 | 1,364.80 | 1,453.41 | 10,067.86 | 6.70% |
| 2049 | 2,975.83 | 7,092.03 | 329.94 | 1,110.49 | 1,576.45 | 8,202.51 | 6.70% |
| 2050 | 496.89 | 7,705.63 | 361.56 | 1,204.74 | 1,282.43 | 8,910.37 | 6.70% |
| 2051 | 538.06 | 8,372.31 | 396.19 | 1,307.00 | 1,391.00 | 9,679.32 | 6.70% |
| 2052 | 582.64 | 9,096.68 | 434.15 | 1,417.94 | 1,508.76 | 10,514.63 | 6.70% |
| 2053 | 630.90 | 9,883.72 | 475.75 | 1,538.30 | 1,636.49 | 11,422.02 | 6.70% |
| 2054 | 683.16 | 10,738.86 | 521.32 | 1,668.87 | 1,775.04 | 12,407.73 | 6.70% |
| 2055 | 739.75 | 11,667.98 | 571.27 | 1,810.52 | 1,925.31 | 13,478.50 | 6.70% |
| 2056 | 801.02 | 12,677.49 | 626.00 | 1,964.20 | 2,088.31 | 14,641.69 | 6.70% |
| 2057 | 867.35 | 13,774.34 | 685.97 | 2,130.92 | 2,265.11 | 15,905.26 | 6.70% |
| 2058 | 939.17 | 14,966.09 | 751.69 | 2,311.80 | 2,456.87 | 17,277.89 | 6.70% |
| 2059 | 1,016.94 | 16,260.95 | 823.71 | 2,508.02 | 2,664.87 | 18,768.97 | 6.70% |
| 2060 | 6,990.41 | 11,778.56 | 601.75 | 1,813.94 | 2,890.48 | 13,592.50 | 6.70% |
| 2061 | 794.86 | 12,797.63 | 659.40 | 1,967.90 | 2,090.13 | 14,765.54 | 6.70% |
| 2062 | 860.66 | 13,904.88 | 722.58 | 2,134.94 | 2,267.09 | 16,039.82 | 6.70% |
| 2063 | 931.90 | 15,107.92 | 791.80 | 2,316.16 | 2,459.02 | 17,424.08 | 6.70% |
| 2064 | 1,009.02 | 16,415.05 | 867.66 | 2,512.75 | 2,667.21 | 18,927.81 | 6.70% |
| 2065 | 1,092.53 | 17,835.28 | 950.79 | 2,726.03 | 2,893.02 | 20,561.31 | 6.70% |
| 2066 | 1,182.93 | 19,378.38 | 1,041.88 | 2,957.42 | 3,137.95 | 22,335.80 | 6.70% |
| 2067 | 1,280.81 | 21,054.99 | 1,141.69 | 3,208.45 | 3,403.62 | 24,263.43 | 6.70% |
| 2068 | 1,386.78 | 22,876.65 | 1,251.07 | 3,480.78 | 3,691.79 | 26,357.44 | 6.70% |
| 2069 | 13,929.47 | 12,427.97 | 685.47 | 1,888.12 | 4,004.35 | 14,316.08 | 6.70% |
| 2070 | 812.85 | 13,503.23 | 751.14 | 2,048.38 | 2,171.69 | 15,551.61 | 6.70% |
| 2071 | 880.09 | 14,671.52 | 823.10 | 2,222.25 | 2,355.55 | 16,893.77 | 6.70% |
| 2072 | 952.87 | 15,940.89 | 901.96 | 2,410.87 | 2,554.98 | 18,351.77 | 6.70% |
| 2073 | 1,031.67 | 17,320.09 | 988.37 | 2,615.51 | 2,771.30 | 19,935.60 | 6.70% |
| 2074 | 1,116.98 | 18,818.62 | 1,083.06 | 2,837.51 | 3,005.93 | 21,656.13 | 6.70% |
| 2075 | 1,209.34 | 20,446.80 | 1,186.82 | 3,078.36 | 3,260.43 | 23,525.16 | 6.70% |
| | Prev. Year | | | | | | |
|
| | Social | | | | | Administrative | |
|
| | Security | | | | | Costs of | |
|
| | Total | Interest | Total | | | Stock | |
|
| | Assets - | Earned | Value | Net | | Plan | |
|
| | Beginning | on | Interest | contribu- | | (5% of | Total |
|
| | Year Stock | Remaining | Bearing | tion | Annual | Total | Annual |
|
| | Value | Assets | Assets | income 1/ | Percentage | Investment) | Income |
|
| | bil. $ | bil. $ | bil. $ | bil. $ | Change | bil. $ | bil. $ |
|
| | | | | | | | |
|
| | | | | | | | |
|
| | | | | | | | |
|
| 1997 | | | | | | | |
| 1998 | | | | 433.90 | | | |
| 1999 | 724.80 | 46.36 | 771.16 | 424.40 | 97.81% | (1.49) | 474.29 |
| 2000 | 785.62 | 50.27 | 835.89 | 429.30 | 101.15% | (2.79) | 486.18 |
| 2001 | 843.41 | 55.67 | 899.08 | 431.50 | 100.51% | (4.70) | 498.29 |
| 2002 | 897.51 | 61.46 | 958.97 | 422.10 | 97.82% | (6.99) | 500.06 |
| 2003 | 934.48 | 64.65 | 999.12 | 429.00 | 101.63% | (9.46) | 515.94 |
| 2004 | 967.43 | 66.90 | 1,034.34 | 436.90 | 101.84% | (12.43) | 533.04 |
| 2005 | 995.38 | 68.50 | 1,063.88 | 444.30 | 101.69% | (16.01) | 550.36 |
| 2006 | 1,016.26 | 69.58 | 1,085.84 | 449.30 | 101.13% | (20.28) | 566.38 |
| 2007 | 1,026.87 | 69.79 | 1,096.66 | 455.30 | 101.34% | (25.35) | 584.32 |
| 2008 | 1,024.83 | 68.69 | 1,093.52 | 460.20 | 101.08% | (31.35) | 601.98 |
| 2009 | 1,007.46 | 66.68 | 1,074.14 | 465.60 | 101.17% | (38.43) | 621.70 |
| 2010 | 971.38 | 63.41 | 1,034.79 | 471.10 | 101.18% | (46.79) | 643.15 |
| 2011 | 955.00 | 61.62 | 1,016.62 | 476.10 | 101.06% | (54.56) | 664.12 |
| 2012 | 920.35 | 58.73 | 979.08 | 480.70 | 100.97% | (63.61) | 686.47 |
| 2013 | 863.47 | 55.48 | 918.95 | 485.00 | 100.89% | (74.15) | 711.50 |
| 2014 | 781.50 | 50.76 | 832.26 | 488.90 | 100.80% | (86.40) | 738.52 |
| 2015 | 670.15 | 44.01 | 714.17 | 492.80 | 100.80% | (100.67) | 768.01 |
| 2016 | | | 0.00 | 496.40 | 100.73% | (117.26) | 765.12 |
| 2017 | | | | 499.90 | 100.71% | (136.56) | 812.17 |
| 2018 | | | | 502.90 | 100.60% | (159.00) | 865.69 |
| 2019 | | | | 505.90 | 100.60% | (185.09) | 927.31 |
| 2020 | | | | 508.70 | 100.55% | (215.42) | 998.08 |
| 2021 | | | | 511.40 | 100.53% | (248.33) | 1,074.33 |
| 2022 | | | | 514.11 | 100.72% | (272.09) | 1,129.56 |
| 2023 | | | | 517.83 | 100.72% | (295.93) | 1,185.75 |
| 2024 | | | | 521.56 | 100.72% | (321.51) | 1,165.82 |
| 2025 | | | | 525.33 | 100.72% | (345.26) | 1,227.82 |
| 2026 | | | | 529.12 | 100.72% | (375.05) | 1,290.75 |
| 2027 | | | | 532.94 | 100.72% | (407.41) | 1,358.69 |
| 2028 | | | | 536.78 | 100.72% | (442.57) | 1,432.05 |
| 2029 | | | | 540.66 | 100.72% | (480.76) | 1,366.15 |
| 2030 | | | | 544.56 | 100.72% | (470.02) | 1,334.21 |
| 2031 | | | | 548.49 | 100.72% | (453.85) | 1,290.41 |
| 2032 | | | | 552.45 | 100.72% | (431.38) | 1,233.01 |
| 2033 | | | | 556.44 | 100.72% | (401.67) | 1,160.04 |
| 2034 | | | | 560.46 | 100.72% | (363.61) | 1,069.33 |
| 2035 | | | | 564.50 | 100.72% | (315.99) | 958.42 |
| 2036 | | | | 568.57 | 100.72% | (257.44) | 1,081.29 |
| 2037 | | | | 572.68 | 100.72% | (279.66) | 989.30 |
| 2038 | | | | 576.81 | 100.72% | (253.16) | 1,079.03 |
| 2039 | | | | 580.98 | 100.72% | (275.00) | 1,125.46 |
| 2040 | | | | 585.17 | 100.72% | (298.73) | 997.67 |
| 2041 | | | | 589.39 | 100.72% | (259.61) | 1,101.39 |
| 2042 | | | | 593.65 | 100.72% | (282.01) | 1,148.74 |
| 2043 | | | | 597.93 | 100.72% | (306.35) | 1,199.74 |
| 2044 | | | | 602.25 | 100.72% | (332.79) | 1,254.70 |
| 2045 | | | | 606.59 | 100.72% | (361.50) | 1,313.96 |
| 2046 | | | | 610.97 | 100.72% | (392.70) | 1,377.87 |
| 2047 | | | | 615.38 | 100.72% | (426.59) | 1,446.82 |
| 2048 | | | | 619.82 | 100.72% | (463.40) | 1,521.23 |
| 2049 | | | | 624.30 | 100.72% | (503.39) | 1,231.39 |
| 2050 | | | | 628.80 | 100.72% | (410.13) | 1,423.42 |
| 2051 | | | | 633.34 | 100.72% | (445.52) | 1,494.83 |
| 2052 | | | | 637.91 | 100.72% | (483.97) | 1,571.89 |
| 2053 | | | | 642.52 | 100.72% | (525.73) | 1,655.09 |
| 2054 | | | | 647.16 | 100.72% | (571.10) | 1,744.93 |
| 2055 | | | | 651.83 | 100.72% | (620.39) | 1,841.97 |
| 2056 | | | | 656.53 | 100.72% | (673.93) | 1,946.81 |
| 2057 | | | | 661.27 | 100.72% | (732.08) | 2,060.11 |
| 2058 | | | | 666.04 | 100.72% | (795.26) | 2,182.58 |
| 2059 | | | | 670.85 | 100.72% | (863.89) | 2,314.98 |
| 2060 | | | | 675.69 | 100.72% | (938.45) | 1,551.18 |
| 2061 | | | | 680.57 | 100.72% | (679.62) | 1,968.85 |
| 2062 | | | | 685.48 | 100.72% | (738.28) | 2,082.15 |
| 2063 | | | | 690.43 | 100.72% | (801.99) | 2,204.60 |
| 2064 | | | | 695.41 | 100.72% | (871.20) | 2,336.96 |
| 2065 | | | | 700.43 | 100.72% | (946.39) | 2,480.08 |
| 2066 | | | | 705.49 | 100.72% | (1,028.07) | 2,634.85 |
| 2067 | | | | 710.58 | 100.72% | (1,116.79) | 2,802.24 |
| 2068 | | | | 715.71 | 100.72% | (1,213.17) | 2,983.32 |
| 2069 | | | | 720.88 | 100.72% | (1,317.87) | 1,291.12 |
| 2070 | | | | 726.08 | 100.72% | (715.80) | 2,058.66 |
| 2071 | | | | 731.32 | 100.72% | (777.58) | 2,175.99 |
| 2072 | | | | 736.60 | 100.72% | (844.69) | 2,302.78 |
| 2073 | | | | 741.92 | 100.72% | (917.59) | 2,439.84 |
| 2074 | | | | 747.27 | 100.72% | (996.78) | 2,588.00 |
| 2075 | | | | 752.66 | 100.72% | (1,082.81) | 2,748.22 |
| | Difference | | | | Total | |
|
| | Between | | | | Assets | |
|
| | Income fro | | | | After | |
|
| | Investing | | | | Investing | Difference |
|
| | in Stocks | High Cost | Annual | Annual | In Dividend | Between |
|
| | & Govt. | Alternative | Percentag | Surplus | Paying | the two |
|
| | Securities | Outgo | Change | (Deficit) | Stocks | Plans |
|
| | bil. $ | (*) 1998-202 | | bil. $ | bil. $ | bil. $ |
|
| | | | | | | |
|
| | | | | | | |
|
| | | | | | | |
|
| 1997 | | | | | | |
| 1998 | | 384.20 | | | 754.50 | |
| 1999 | (2.31) | 387.40 | 100.83% | 86.89 | 841.39 | 25.29 |
| 2000 | 1.38 | 390.20 | 100.72% | 95.98 | 937.37 | 68.37 |
| 2001 | 6.49 | 398.40 | 102.10% | 99.89 | 1,037.26 | 123.76 |
| 2002 | 13.16 | 413.70 | 103.84% | 86.36 | 1,123.63 | 177.33 |
| 2003 | 19.24 | 423.50 | 102.37% | 92.44 | 1,216.07 | 237.47 |
| 2004 | 26.44 | 433.60 | 102.38% | 99.44 | 1,315.51 | 306.21 |
| 2005 | 34.66 | 444.00 | 102.40% | 106.36 | 1,421.87 | 384.37 |
| 2006 | 44.48 | 454.40 | 102.34% | 111.98 | 1,533.85 | 473.55 |
| 2007 | 55.72 | 466.40 | 102.64% | 117.92 | 1,651.76 | 574.66 |
| 2008 | 68.98 | 477.60 | 102.40% | 124.38 | 1,776.14 | 689.94 |
| 2009 | 84.20 | 490.60 | 102.72% | 131.10 | 1,907.24 | 820.94 |
| 2010 | 101.75 | 504.10 | 102.75% | 139.05 | 2,046.29 | 969.39 |
| 2011 | 119.82 | 517.80 | 102.72% | 146.32 | 2,192.61 | 1,135.61 |
| 2012 | 140.37 | 532.70 | 102.88% | 153.77 | 2,346.38 | 1,321.48 |
| 2013 | 163.50 | 548.30 | 102.93% | 163.20 | 2,509.59 | 1,529.09 |
| 2014 | 189.82 | 564.60 | 102.97% | 173.92 | 2,683.51 | 1,761.21 |
| 2015 | 219.41 | 581.60 | 103.01% | 186.41 | 2,869.92 | 2,020.32 |
| 2016 | 217.92 | 599.20 | 103.03% | 165.92 | 3,035.84 | 2,274.84 |
| 2017 | 267.47 | 617.20 | 103.00% | 194.97 | 3,230.80 | 2,575.20 |
| 2018 | 325.19 | 636.70 | 103.16% | 228.99 | 3,459.80 | 2,928.60 |
| 2019 | 392.21 | 656.40 | 103.09% | 270.91 | 3,730.70 | 3,343.60 |
| 2020 | 469.78 | 675.80 | 102.96% | 322.28 | 4,052.99 | 3,829.99 |
| 2021 | 554.23 | 694.90 | 102.83% | 379.43 | 4,432.42 | 4,393.82 |
| 2022 | 1,129.56 | 714.54 | 102.61% | 415.02 | 4,847.44 | 4,847.44 |
| 2023 | 1,185.75 | 733.21 | 102.61% | 452.55 | 5,299.99 | 5,299.99 |
| 2024 | 1,165.82 | 752.36 | 102.61% | 413.47 | 5,713.45 | 5,713.45 |
| 2025 | 1,227.82 | 772.01 | 102.61% | 455.81 | 6,169.26 | 6,169.26 |
| 2026 | 1,290.75 | 792.18 | 102.61% | 498.58 | 6,667.84 | 6,667.84 |
| 2027 | 1,358.69 | 812.87 | 102.61% | 545.82 | 7,213.66 | 7,213.66 |
| 2028 | 1,432.05 | 834.11 | 102.61% | 597.95 | 7,811.61 | 7,811.61 |
| 2029 | 1,366.15 | 855.89 | 102.61% | 510.26 | 8,321.87 | 8,321.87 |
| 2030 | 1,334.21 | 878.25 | 102.61% | 455.96 | 8,777.83 | 8,777.83 |
| 2031 | 1,290.41 | 901.19 | 102.61% | 389.22 | 9,167.05 | 9,167.05 |
| 2032 | 1,233.01 | 924.73 | 102.61% | 308.27 | 9,475.32 | 9,475.32 |
| 2033 | 1,160.04 | 948.89 | 102.61% | 211.15 | 9,686.47 | 9,686.47 |
| 2034 | 1,069.33 | 973.68 | 102.61% | 95.65 | 9,782.12 | 9,782.12 |
| 2035 | 958.42 | 999.11 | 102.61% | (40.70) | 9,741.42 | 9,741.42 |
| 2036 | 1,081.29 | 1,025.21 | 102.61% | 56.08 | 9,797.50 | 9,797.50 |
| 2037 | 989.30 | 1,051.99 | 102.61% | (62.70) | 9,734.81 | 9,734.81 |
| 2038 | 1,079.03 | 1,079.47 | 102.61% | (0.44) | 9,734.36 | 9,734.36 |
| 2039 | 1,125.46 | 1,107.67 | 102.61% | 17.79 | 9,752.16 | 9,752.16 |
| 2040 | 997.67 | 1,136.61 | 102.61% | (138.93) | 9,613.23 | 9,613.23 |
| 2041 | 1,101.39 | 1,166.30 | 102.61% | (64.90) | 9,548.32 | 9,548.32 |
| 2042 | 1,148.74 | 1,196.76 | 102.61% | (48.03) | 9,500.30 | 9,500.30 |
| 2043 | 1,199.74 | 1,228.02 | 102.61% | (28.29) | 9,472.01 | 9,472.01 |
| 2044 | 1,254.70 | 1,260.10 | 102.61% | (5.40) | 9,466.61 | 9,466.61 |
| 2045 | 1,313.96 | 1,293.02 | 102.61% | 20.94 | 9,487.55 | 9,487.55 |
| 2046 | 1,377.87 | 1,326.80 | 102.61% | 51.07 | 9,538.62 | 9,538.62 |
| 2047 | 1,446.82 | 1,361.46 | 102.61% | 85.36 | 9,623.98 | 9,623.98 |
| 2048 | 1,521.23 | 1,397.02 | 102.61% | 124.21 | 9,748.19 | 9,748.19 |
| 2049 | 1,231.39 | 1,433.51 | 102.61% | (202.12) | 9,546.07 | 9,546.07 |
| 2050 | 1,423.42 | 1,470.96 | 102.61% | (47.54) | 9,498.53 | 9,498.53 |
| 2051 | 1,494.83 | 1,509.38 | 102.61% | (14.56) | 9,483.98 | 9,483.98 |
| 2052 | 1,571.89 | 1,548.81 | 102.61% | 23.08 | 9,507.05 | 9,507.05 |
| 2053 | 1,655.09 | 1,589.27 | 102.61% | 65.82 | 9,572.87 | 9,572.87 |
| 2054 | 1,744.93 | 1,630.79 | 102.61% | 114.14 | 9,687.01 | 9,687.01 |
| 2055 | 1,841.97 | 1,673.39 | 102.61% | 168.58 | 9,855.59 | 9,855.59 |
| 2056 | 1,946.81 | 1,717.10 | 102.61% | 229.71 | 10,085.30 | 10,085.30 |
| 2057 | 2,060.11 | 1,761.95 | 102.61% | 298.16 | 10,383.46 | 10,383.46 |
| 2058 | 2,182.58 | 1,807.98 | 102.61% | 374.60 | 10,758.06 | 10,758.06 |
| 2059 | 2,314.98 | 1,855.21 | 102.61% | 459.77 | 11,217.83 | 11,217.83 |
| 2060 | 1,551.18 | 1,903.67 | 102.61% | (352.49) | 10,865.35 | 10,865.35 |
| 2061 | 1,968.85 | 1,953.40 | 102.61% | 15.45 | 10,880.80 | 10,880.80 |
| 2062 | 2,082.15 | 2,004.42 | 102.61% | 77.72 | 10,958.52 | 10,958.52 |
| 2063 | 2,204.60 | 2,056.78 | 102.61% | 147.81 | 11,106.33 | 11,106.33 |
| 2064 | 2,336.96 | 2,110.51 | 102.61% | 226.45 | 11,332.78 | 11,332.78 |
| 2065 | 2,480.08 | 2,165.64 | 102.61% | 314.44 | 11,647.22 | 11,647.22 |
| 2066 | 2,634.85 | 2,222.21 | 102.61% | 412.63 | 12,059.85 | 12,059.85 |
| 2067 | 2,802.24 | 2,280.26 | 102.61% | 521.98 | 12,581.83 | 12,581.83 |
| 2068 | 2,983.32 | 2,339.83 | 102.61% | 643.49 | 13,225.32 | 13,225.32 |
| 2069 | 1,291.12 | 2,400.95 | 102.61% | (1,109.83) | 12,115.49 | 12,115.49 |
| 2070 | 2,058.66 | 2,463.67 | 102.61% | (405.01) | 11,710.48 | 11,710.48 |
| 2071 | 2,175.99 | 2,528.02 | 102.61% | (352.04) | 11,358.44 | 11,358.44 |
| 2072 | 2,302.78 | 2,594.06 | 102.61% | (291.28) | 11,067.16 | 11,067.16 |
| 2073 | 2,439.84 | 2,661.82 | 102.61% | (221.99) | 10,845.17 | 10,845.17 |
| 2074 | 2,588.00 | 2,731.36 | 102.61% | (143.35) | 10,701.82 | 10,701.82 |
| 2075 | 2,748.22 | 2,802.71 | 102.61% | (54.49) | 10,647.33 | 10,647.33 |