Social Security Trust Fund Data

Updated January 29, 2004

Background

The Social Security Trust Funds are the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Fund. The OASI Trust Fund began in 1937; the DI Trust Fund in 1957. These trust funds are managed by the Department of the Treasury.

Access a data base by completing a simple form

Query trust fund data bases on income, outgo, assets, investments, and so forth

Tables provide trust fund data

Calendar year data
- OASI Trust Fund, 1937 and later
- DI Trust Fund, 1957 and later
- OASI and DI Trust Funds, combined, 1957 and later
Fiscal year data for the OASI and DI Trust Funds, combined

Investment data

Investment transactions and holdings for calendar years after 1989
Interest rates on trust fund investments

Related information

Trustees Report provides financial outlook for Social Security
Frequently Asked Questions (FAQs) concerning the trust funds
Change in trust fund assets over time
Tax rates on earnings, and the maximum taxable amount of earnings
General information on Social Security program data

Actuarial Publications

Trust Fund Data


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